Public Trustee Representative – Government of Alberta

Title of the Job: Public Trustee Representative

Location: Calgary, AB

Job Description: Job Information
Job Title: Public Trustee Representative
Job Requisition ID: 63654
Ministry: Seniors, Community and Social Services
Location: Calgary
Full or Part-Time: Full Time
Hours of Work: 36.25 hours per week
Permanent/Temporary: Temporary
Scope: Open Competition
Closing Date: October 17, 2024
Classification: Finance 3
Salary: $2,686.29 to $3,523.55 bi-weekly ($70,112 – $91,964/year)The Government of Alberta is committed to a diverse and inclusive public service that reflects the population we serve to best meet the needs of Albertans. Consider joining a team where diversity, inclusion and innovation are valued and supported. For more information on diversity and inclusion, please visit:Seniors, Community and Social Services provides supports for seniors, families, and communities, and helps Albertans access disability services, financial supports, affordable housing, services for the homeless, and other social-based programs. The Ministry supports Albertans through a person-centered, integrated service delivery model that recognizes the unique circumstances, experiences and strengths of individuals and families.
For more information on the Seniors, Community and Social Services Ministry, please visit:The Office of the Public Guardian and Trustee (OPGT) provides essential support for individuals that are not able to make personal or financial decisions. It offers guardianship and trusteeship services, administers estates, and manages benefits. OPGT also oversees capacity assessments, investigates complaints regarding decision-makers, and provides guidance on advance planning and personal directives. For more information on OPGT, please visit:Role ResponsibilitiesThe Office of the Public Guardian and Trustee is currently seeking qualified Public Trustee Representatives for the Calgary 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 a variety of 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 a 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 and rewarding career path that makes a difference in the lives of others, apply today!Please click on this to view the job description for this position.APS CompetenciesCompetencies 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:To be successful in the role, you will demonstrate the following competencies:

• 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 decision.
• Develop networks to help you deal with a range of complex issues.
• Builds collaborative environments to provide client-centric service.

QualificationsMinimum Recruitment Standards:

• University graduation in a related field such as Business Administration, Commerce, Accounting, Finance, or Law with a minimum three (3) years of progressively responsible related experience in estate or trust administration, financial planning, banking, legal or accounting sector is required.

Equivalencies will be considered:

• A related diploma and a minimum of 5 years’ related experience.
• An Accounting designation and a minimum of 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 people.
• A related designation such as Certified Financial Planner (CFP), Professional Financial Planner (PFP), or Trust and Estate Practitioner (TEP), or similar would also be an asset.

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 toNotesHours of work: 36.25 hours per week, 8:15 AM – 4:30 PM, Monday – FridayThis competition may be used to fill future vacancies, across the Government of Alberta, at the same or lower classification level.In your resume, please include dates (including months and years) associated with all education and work experience. Also, please indicate whether your work experience is casual, part time or full time.Final candidates will be required to undergo security screenings, which includes Criminal Record Check and Financial Risk Indicator 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.Links and information on what the GoA has to offer to prospective employees:

• 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
• Leadership and mentorship programs

How To ApplyApplicants are advised to provide information that clearly and concisely demonstrates how their qualifications meet the advertised requirements, including education, experience, and relevant examples of required competencies.Candidates are required to apply for a job online. Please visit for more information. Please visit , for more information.It is recommended applicants who have completed post-secondary studies from outside of Canada obtain an evaluation of their credentials from the International Qualifications Assessment Service (IQAS)( ) or from a recognized Canadian Credential Evaluator; please visit the Alliance of Credential Evaluation Services of Canada for more information ( ).It is recommended that applicants include the assessment certificate from IQAS or any other educational assessment service as part of their application.Closing StatementThis competition may be used to fill future vacancies, across the Government of Alberta, at the same or lower classification level.We thank all applicants for their interest. All applications will be reviewed to determine which candidates’ qualifications most closely match the advertised requirements. Only individuals selected for interviews will be contacted.If you require any further information on this job posting or require an accommodation during the recruitment process, please contact Baiju Jacob at .

Company Name: Government of Alberta

Salary:

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