Job Order Detail

Description

Concentra is proud to have a culture that is one of collaboration and high road leadership. Concentra employees enjoy a competitive total rewards package and flexible work environment.   We are looking for a results oriented leader to join our team in the Saskatoon location:

Personal Trust Officer

Key Outcomes:
The primary purpose of the position is to deliver operational and technical expertise for administration of Personal Trust and Estate administration files.

    Oversee  the administration of assigned files  in accordance with  guidelines and procedures,
    Ensure the delivery of quality client service by responding to assigned client (Co-executors, Co-trustees and beneficiary) requests within posted service standards, and handling client complaints or concern resolutions,
    Supervision of  Personal Trust administrators,
    Ensure completion of tax returns in accordance to Canada Revenue Agency (CRA) and Concentra Trust,
    Control  risks  within file administration, client statements and client service by complying to department policy, procedure documents and other related manuals, applicable legislation and the common law,
    Contribute to the business lines efficiency, productivity and team environment