Adult Services Trust Officer
Government of Saskatchewan · Regina, SK, Canada
The Opportunity:
Our candidate of choice will have outstanding interpersonal and communication skills to develop effective working relationships with clients, their dependents, stakeholders, beneficiaries, lawyers, and the general public. The successful candidate must have excellent written and verbal skills with the ability to engage individuals who may be confused, resistant, and have mental health illnesses or addictions, including the ability to engage and calm individuals who may be grieving, angry or resistant. A demonstrated ability to apply a working knowledge of financial, administrative, taxation, investment, and accounting principles and practices is critical in this position. Typically, the knowledge and skills required for this position would be obtained through a university degree in business administration or commerce, or a diploma from Saskatchewan Polytechnic in accountancy and relevant work experience that demonstrates problem-solving and analytical skills, or an equivalent combination of education and experience. Skills in critical thinking and research are an asset. You must have the ability to understand and interpret Acts, Regulations, policies, and procedures, along with the ability to assess client's and their dependent's financial requirements. Your ability to think creatively when solving unique client issues and problems will serve you will in this position. Occasionally travel may be required to provide services to our clients located throughout the province.
Using your working knowledge of finance, administration, taxation, investment, accounting principles and experience in estate administration you will be responsible for:
- Determining and securing client assets which may include real property, personal property, investments, life insurance and commodities such as grain and cattle.
- Determining and, if appropriate, arranging for the payment and reduction of client debt and liabilities.
- Ensuring all client income and applicable benefits are received and recorded.
- Ensuring that real and personal property is insured and valued at appropriate amounts.
- Ensuring that appropriate payments are processed from client accounts.
- Arranging for the lease or sale of real property.
- Arranging for the auction, sale, or disposal of personal property.
- Making decisions and/or recommendations concerning client financial investments and other income earning assets.
- Managing client financial affairs taking into consideration any taxation issues.
- Assessing and ensuring that the client’s and their dependent’s financial needs are met.
- Ensuring estate assets remain secured and insured until the estate has been released.
- Locating and determining beneficiaries/heirs who may be entitled to the estate under the last Will and Testament and/or applicable law.
- Basic estate administration which may include preparing schedules of assets and liabilities, obtaining heirship affidavits, releasing estate assets to lawyers, executors and/or family.
- Directing assistant trust officers with respect to the files.
- Organize, prioritize, and complete assigned work to meet program timelines, service standards, reporting requirements, and operational needs.
Job Capabilities:
As a public servant, we are seeking someone who:
- Is accountable, takes ownership of their work by contributing to organizational outcomes and demonstrates the corporate values in our Commitment to Excellence.
- Is innovative and seeks out ways for improvement by thinking creatively, identifying new ideas and taking responsible risks.
- Works collaboratively with others to understand, engage and have meaningful dialogue to achieve work outcomes.
- Is inclusive, identifies and is aware of personal bias, and readily seeks out and appreciates diverse perspectives.
- Is adaptable, continuously learns from experience and applies those learnings to new situations.
- Focuses on achieving public service excellence.
Technical Knowledge and Skills:
- Microsoft Office (Word, Excel, Powerpoint, Outlook)
- Sharepoint and document management systems
- Records management
- Budget tracking and financial administration
Job Skills:
- Communication (Level B)
- Critical Thinking (Level B)
- Digital Skills (Level B)
- Interacting with Others (Level B)
- Navigating Ambiguity (Level B)
- Managing Self (Level B)
- Health, Safety and Wellness (Level A)
- Data Literacy (Level B)
- Influence (Level B)
- Political and Organizational Awareness (Level A)
- Managing Organizational Resources (Level B)
Learn more about the Government of Saskatchewan’s Capabilities and Skills Framework here.
What We Offer:
- Dynamic and challenging work
- Competitive salary
- Comprehensive benefits package including pension
- Vacation, scheduled days off, and other types of leave
- Inclusive work environments
- Career growth, development, and advancement opportunities
- Flexible work arrangements
Our Commitment to Excellence:
The Government of Saskatchewan upholds deep-rooted values of Respect and Integrity, Serving Citizens, Excellence and Innovation, and Acting as One Team.