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Personal Trust Administrator I

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Job Order #: 5392649

NOC: 2172
Employer Name:
Concentra Bank
Posted Date:
30-Sep-2014
Location:
SASKATOON
 
# of Positions:
1
Employment Terms:
Full Time
Education:
Completed at least some post-secondary
Experience:
1-2 Years
Apply By:
06-Oct-2014
How to Apply?:
This job is no longer taking applications

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Employer Name:
Concentra Bank
Contact Fax:
306-566-1275
Contact Email:
peopleoffice@concentrafinancial.ca
Employer Website:
www.concentrafinancial.ca


Description

Key Outcomes:
Contribute to the Personal Trust team by completing administration activities according to the EASE Duties Memorandum and posted service standards for accuracy and timeliness by:
- preparing documentation for probate application
- contacting and communicating with lawyers and external parties
- following up as directed on diarized crucial dates and deadlines
- assisting with preparing the statement of assets
- assisting with completing redemption and transfer of assets as requested
- assisting with preparing disbursement requests
- assisting with tax administration as directed i.e. requesting Clearance Certificates from CRA when Notice of Assessment is received
- keeping detailed documentation of all telephone calls

Contribute to the effective and efficient daily functioning of the team/department by:
- assisting, as required with distributing incoming mail, filing, verifying transactions and covering for other team absences
- assist in completing other projects as required

Contribute to enhancing the accuracy, efficiency and timeliness of estate administration services by:
- informing Officers and Administrators  of any perceived risks or potential problems with administration or system issues
- identifying and bringing forward recommendations to change procedures for increased efficiency
- recommending changes or updates to forms/manuals/procedures as required

Qualifications:
- Completed post-secondary education 1-2 year program
- Audit the Foundations of Estate and Trust Administration through STEP or equivalent.    
- Two (2) years in trust or financial services industry with experience in administrative capacity.
- Comprehensive Knowledge of Microsoft Office applications i.e. Word

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