Assistant, Trust Administration

Role Responsibilities

Are you an ambitious administrative professional ready for the next phase of your career?  Are you looking for an opportunity to make a meaningful impact by contributing to the well-being of vulnerable Albertans? Look no further, the Office of the Public Guardian and Trustee (OPGT) branch invites you to explore an exciting career opportunity as an Assistant, Trust Administration.

As a crucial member of a multi-disciplinary team, you will work closely with Public Trustee Representatives, supervisors, lawyers, tax officers and other professional stakeholders to support Public Trustee clients. Your focus will be on providing support to the Public Trustee team in the day-to-day administration of estates and trusts, spanning areas such as represented adults, deceased estates, and official guardian files.

As a confident and organized self-starter with a passion for optimizing processes, you will be responsible for: 

• Administrative assistance in researching information, contacting clients, family members and other stakeholders for information, preparing correspondence and documentation.  
• Financial Administration - Reviewing and authorizing client payments within your scope of authority and reconciling invoices.
• Legal Work - Preparing court applications and other legal documents.
• Answering contact center technology phone line to support clients and stakeholders.
• Other Responsibilities – Managing a variety of tasks, including completing benefit applications, creating family trees, and developing and maintaining spreadsheets to collect data and monitor workflow.
• Ensures adherence to established Trust Administration policies and procedures.

The Job Description is provided for further details on this position.

APS Competencies

Competencies are behaviors that are essential to reach our goals in serving Albertans. We encourage you to have an in depth understanding of the competencies that are required for this opportunity and to be prepared to demonstrate them during the recruitment process.

You will contribute to our team by demonstrating the following behavioural competencies:

• Agility: Makes decisions and takes action even when there is not enough clarity to predict the consequences with certainty. Includes a back-up plan in case predictions are incorrect.
• Drive for Results: Factors in the complexity of issues, and strategically aligns decisions and plans based on values, outcomes and broader organizational needs.
• Build Collaborative Environments: Uses own enthusiasm and commitment to higher-level goals to motivate and guide others to achieve results.
• Systems Thinking: Considers how own work impacts the work of others and team success. Observes how the work of others impacts own work.
• Creative Problem Solving: Accesses resources, information and technology from other areas, and uses it to analyze issues, resolve problems and improve performance.

Qualifications

Required:
High school diploma combined with a minimum of three (3) years of related experience providing administrative support for one of the following areas: 

• Office administration experience. Legal or financial administration in an estates or trust office and/or Social Services administration would be preferred.  
• Demonstrated experience using Microsoft Office Suite (e.g. Word, Outlook, Excel, and SharePoint).
• Experience in supporting a high-volume program area.

Equivalency:
Directly related experience or education considered on the basis of: 

• One year of experience for one year of education; or 
• One year of education for one year of experience

Assets:

• Experience in client-focused program delivery with an emphasis on understanding and meeting the needs of vulnerable clients.
• Experience with contact center technology.

A cover letter demonstrating how your experience relates to the role is required. Please note that applications without a cover letter will not be considered.

Minimum recruitment standards outline the minimum education and experience required for appointment to a job classification.

Notes

3 temporary positions until March 31, 2027, and 1 temporary position until September 1, 2027.

Hours of work: 36.25 hours per week, Monday – Friday.

Final candidates will be required to undergo security screening.

Any costs associated with obtaining the required documents/checks as noted or interview travel expenses, will be the responsibility of the candidate. Out-of-province applicants can obtain the required documents/checks from the province they currently reside in.

Links and information on what we have to offer:

• Working for the Alberta Public Service 
• Public Service Pension Plan (PSPP) 
• Alberta Public Service Benefit Information 
• Professional learning and development
• Research Alberta Public Service Careers tool 
• Positive workplace culture and work-life balance.