Estates Officer

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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.

In this challenging role, Estates Officers investigate referrals of estates from lawyers, police departments, social agencies, funeral homes, hospitals and the general public. As part of our team, you will also provide comprehensive financial and paralegal management to a caseload of estate trusts of varying complexity.

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About the job

You will:
• evaluate referrals to determine if the estate falls within the parameters of the Crown Administration of Estates Act
• secure all estate assets and determine estate liabilities
• provide financial management of the estate trusts while searching for next-of-kin
• manage and approve the sale of estate chattels

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What you bring to the team

Mandatory:

• For the temporary bilingual position, you must possess oral and written French language skills at the advanced level. Your proficiency level will be confirmed before hire.

Technical Knowledge

• You demonstrate knowledge of estate management practices related to funerals, burials, taxation and the disposition of estate assets in order to manage a caseload of estate trusts.
• You have knowledge of the legal system and court procedures and practices.
• You have knowledge of relevant legal and financial terminology.
• Your financial administration skills and knowledge of financial terminology enable you to effectively administer estate trusts.
• You are able to interpret, apply and ensure compliance with relevant policies, procedures and legislation (e.g. Crown Administration of Estates Act, Estates Act, Family Law Act, Powers of Attorney Act).

Organizational, Analytical and Consultation Skills

• Your strong organizational skills enable you to manage multiple tasks with conflicting deadlines in a high volume environment.
• You have analytical skills to assess written and numerical information.
• You demonstrate consultation and conflict management skills to work effectively with public agencies and members of the general public.

Computer Skills

• You are proficient with a variety of common software programs (e.g. word processing, spreadsheet, databases).
• You are proficient with case management software (e.g. Trust Accounting Management System (TAMS), File Management System (FMS)).

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Additional information:

Note:

• This ad is also available in French.
• In accordance with the Ontario Public Service (OPS), Employment Screening Checks Policy (ESCP), the top candidate(s) may be required to undergo a security screening check. Refer to the above to determine the screening checks that are required for this position.
  
  Required security screening checks along with your written consent, will be sent to the Transition and Security Office (TSO), Talent Acquisition Branch (TAB), HR Service Delivery Division (HRSDD) to evaluate the results. If applicable, the TSO, with your written consent, will request and obtain any additional employment screening checks that were not obtained directly by you.
  
  A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position. The employment screening check(s) will only be reviewed and evaluated by the TSO for the purpose of making a security clearance decision. The details of an individual's employment screening check(s) will be considered in specific relation to the duties and responsibilities of the position being filled. Employment screening check records will be maintained by the TSO and kept strictly confidential.
• Effective, January 1st, 2021 the correct salary range for this position will be - $1,215.95 to $1,521.39 per week in compliance with OPSEU collective agreement provisions.
  
  The information that you provide for the purpose of this competition and the results from this competition may be used to fill other positions. These positions may be of various tenures including short-term assignments. Your information and the results from this competition will be retained for the purpose of filling vacancies in accordance with the applicable collective agreement or policy provisions.
  
  AG-158180/20(3)

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Language requirements and assessment:
All external Ontario Public Service (OPS) job ads are posted in English and French. Check the "position(s) language" section at the top of each job ad for the language requirements. For all roles, candidates are assessed in English, the business language of the OPS. If the position is bilingual (English/French), you'll also need to pass a French-language proficiency test.

Exigences en matière de langue et évaluation:
Toutes les offres d'emploi externes de la fonction publique de l'Ontario (FPO) sont affichées en français et en anglais. Consultez la section « Langue du ou des postes » en haut de chaque offre d'emploi pour connaître les exigences linguistiques. Pour tous les postes, les candidats sont évalués en anglais, la langue d'affaires de la FPO. Si le poste est bilingue (anglais/français), vous devrez également passer un test de compétences linguistiques en français.