Public Trustee Representative

Role Responsibilities

The Office of the Public Guardian and Trustee (OPGT) is currently seeking qualified Public Trustee Representatives for the Edmonton office. The ideal candidate will have strong interpersonal skills and demonstrated experience in estate administration and/or law. Public Trustee Representatives will conduct trust administration for vulnerable people and estates. This requires an investigative mindset that includes foresight into impact assessment as well as outstanding people skills and the ability to critically apply both legislation and policy to various scenarios. Public Trustee Representatives will be dedicated to solution-focused service excellence and have a strong sense of fiduciary responsibility to act in their client’s best interests.
   

Responsibilities focus on the financial management of client assets, including financial planning for represented adults, and administration of deceased estates and minors’ trusts. The role of Public Trustee Representative requires a client focused outlook, excellent case management skills, and the willingness and ability to work effectively as a member of a multi-disciplinary team. The role includes conducting on-site investigations and duties in relation to the management of property where required within the Province of Alberta. 

All roles require the following skill sets:  

• Mediation and negotiation skills
• Ability to form and develop positive relationships with clients and stakeholders
• An investigative mindset
• High quality, client-centric service
• Judgment, analytical, problem solving and decision making
• Interpersonal and relationship management skills to resolve conflict
• Ability to analyze information from multiple sources and evaluate options and recommendations
• Commitment to confidentiality, discretion, flexibility and diplomacy
• Financial planning and budgeting
• Ability to identify risks and develop mitigation strategies
• Ability to assess information and circumstances and apply appropriate procedures and legislation
• Some physical labour may be required when conducting on-site investigations and ability to attend locations that may contain elements that are deemed hazardous that will require the use of Personal Protective Equipment (PPE). 

If you are interested in a unique career path that makes a difference in the lives of others, apply today.

Please click on this link to view the job description for 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.

This link will assist you with understanding competencies:
https://www.alberta.ca/system/files/custom_downloaded_images/psc-alberta-public-service-competency-model.pdf.

• Creative problem solving to assess options and implications that will reach the best solutions  
• Systems thinking to understand the broader impact of your work and to anticipate outcomes  
• Agility to quickly adapt to changing priorities and to respond with effective decisions
• Develop networks to help you deal with a range of complex issues
• Builds collaborative environments to provide client-centric service 

Qualifications

Minimum Requirements:

• University graduation in a related field (e.g., Business Administration, Commerce, Accounting, Finance, Law, or Social Services) with a minimum of three (3) years progressively responsible related experience in estate or trust administration, financial planning, banking, legal or accounting sector; or equivalent as described below. 

Equivalency: 

• Related diploma plus 5 years directly related experience.
• Accounting designation and 1 year additional related experience. 

Required:

• A valid driver’s license is required as travel within the province of Alberta is a requirement for the role. 
  
  

Assets:

• Experience in trust administration or a legal background will be a clear asset to the successful candidate. 
• Experience managing large caseloads.
• Experience working with vulnerable population
• Experience providing service via contact centre technologies/platforms 
• A related designation such as Certified Financial Planner (CFP), Professional Financial Planner (PFP), or Trust and Estate Practitioner (TEP), or similar.

Candidates are encouraged to provide a cover letter clearly demonstrating how your experience relates to qualifications in detail. Cover letter is considered a part of the application and is to be evaluated in the selection process.

Minimum recruitment standards outline the minimum education and experience required for appointment to a job classification. 
Refer to https://www.alberta.ca/alberta-public-service-minimum-recruitment-standards

Notes

Hours of work: 36.25 hours per week
8:15 AM – 4:30 PM (Monday – Friday)

This competition will be used to fill current and future vacancies within the Office of the Public Guardian and Trustee.

Final candidates will be required to undergo security screenings, which include Criminal Record Check and Financial Check. 

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. 

Provide a one-page cover letter clearly demonstrating how your experience relates to qualifications in detail. Cover letter is considered a part of the application and is to be evaluated in the selection process.

Links and information on what the GoA have to offer to prospective employees:

• Working for the Alberta Public Service - https://www.alberta.ca/advantages-working-for-alberta-public-service.aspx.
• Public Service Pension Plan (PSPP) - https://www.pspp.ca.
• Alberta Public Service Benefit Information - https://www.alberta.ca/alberta-public-service-benefits.
• Professional learning and development - https://www.alberta.ca/professional-development-support-directive.
• Research Alberta Public Service Careers tool – https://researchapscareers.alberta.ca.
• Positive workplace culture and work-life balance.
• Leadership and mentorship programs.