The Office of the Public Guardian and Trustee (OPGT) delivers a unique and diverse range of services that safeguard the legal, personal and financial interests of private individuals and estates.
The Analyst plays an important role in determining beneficiaries toward the closure of estate accounts, with the Heirship and Research Unit. This opportunity will appeal to those who can think a problem through, have a good knowledge of history and geography, have a natural curiosity and like to dig for answers, and can write a good clear, chronological narrative. An openness to learning new research sources is essential, as is the ability to keep quantities of documents and information sorted in good order. It is all worth it when a case is resolved, and estate funds can be distributed to heirs.
About the job
You will:
• perform various searches to locate and establish next of kin as beneficiaries
• request and review heirship materials/documents to show heirship, and communicate with external parties to ensure that all relevant documents are delivered
• perform file closure tasks according to OPGT timelines and in accordance with established policies and procedures
• liaise with other OPGT units and third parties, and provide recommendations on outstanding issues
• manage electronic payment processes for clients and third parties
• compile reporting packages and materials and send out to clients and third parties
• have the opportunity to work closely with different branches within the Ontario Public Service (OPS) in an effort to locate beneficiaries for our clients' estates
What you bring to the team
Aptitude for research
You:
• are familiar with/have knowledge of various research methods to gather evidence to locate possible heirs
• are able to engage with external companies/third parties to negotiate, award and monitor heirship search contracts
• can complete an evidentiary chain for family structure (family trees), and have problem-solving skills to identify and resolve outstanding evidentiary/documentation gaps in family links
• have demonstrated analytical, conceptual and problem-solving skills
• can use your analytical skills to conduct research, ensuring relevant file information is up-to-date
Technical knowledge and skills
You have:
• the ability to interpret and apply relevant policies, procedures, directives and legislation to analyze individual cases
• knowledge of financial reporting activities and related business fields
• general knowledge and experience processing receipts and disbursements, and understanding of taxation principles
• knowledge of case management, including bring forward/reminder systems
• working knowledge of standard office software in order to monitor accounts, analyze financial data, and prepare reports, correspondence and spreadsheets
Other important skills
You:
• have excellent oral and written communication skills to clearly explain complex issues and explain policies and procedures to beneficiaries, families, estate trustees, guardians and lawyers
• have strong interpersonal skills to work with internal staff and external organizations to resolve issues
• can demonstrate multi-tasking skills within a varied and busy work environment
• can meet challenging time frames and deadlines
• can work and contribute effectively within a team environment
Don't meet every qualification?
If you are excited about this position and meet most, but not all, of the listed qualifications, please still consider applying. We recognize that no one person might have every qualification in this job ad, and you just might be the right candidate!
How we support diversity, inclusion and accessibility
We are building an inclusive workforce that reflects the communities we serve. We encourage everyone interested in working with us to apply, including people with disabilities, Indigenous, Black and racialized individuals, as well as people from all ethnicities, cultures, sexual orientations, gender identities and gender expressions.
Our hiring process is accessible, consistent with Ontario's
Human Rights Code and the
Accessibility for Ontarians with Disabilities Act, 2005. We are working to prevent and remove barriers in our hiring processes and can offer
accommodation to address specific needs related to Code-protected grounds such as disability, family status and religion. For more information about accommodation during the hiring process please
contact us.Learn more about the work the OPS is doing to create an inclusive, anti-racist, accessible and diverse workplace:
What we offer
The Ontario Public Service is one of Ontario's largest employers. Employees work for a wide range of ministries, with offices in more than 70 cities across the province. We offer:
• a career that can grow across ministries and job functions
• flexible learning and developmental opportunities, including education and mentorship programs
• a comprehensive compensation and benefits package
• base salary that aligns to market trends with performance-based pay and scheduled salary progression
• tailored work arrangements, including opportunities like flex hours, self-funded leave and more
• a modern, friendly and accessible physical work environment