Trust (Estate) Analyst

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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.

The Trust (Estate) 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.

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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 many different branches within the Ontario Public Service (OPS) in an effort to locate beneficiaries for our clients' estates

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What you bring to the team

Aptitude for Research and Skills

• You are familiar with/have knowledge of various research methods to gather evidence to locate possible heirs.
• You are able to engage with external companies/third parties to negotiate, award and monitor heirship search contracts.
• You are able to 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.
• You have demonstrated analytical, conceptual and problem-solving skills.
• You can use your analytical skills to conduct research, ensuring relevant file information is up-to-date.

Technical Knowledge

• You have the ability to interpret and apply relevant policies, procedures, directives and legislation to analyze individual cases.
• You have demonstrated knowledge of financial reporting activities and related business fields.
• You have general knowledge processing receipts and disbursements, and understand taxation principles.
• You have knowledge of case management knowledge including bring forward/reminder systems.
• You have working knowledge of standard office software in order to monitor accounts, analyze financial data, and prepare reports, correspondence and spreadsheets.

Communication 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.
• You have strong interpersonal skills to work with internal staff and external organizations to resolve issues and to engage with vendors which can include, clients, lawyers, bankers, custodians and financial institutions.

Organizational and Teamwork Skills

• You can demonstrate multi-tasking skills within a varied and busy work environment.
• You can meet challenging time frames and deadlines.
• You can work and contribute effectively within a team environment.

OPS Commitment to diversity, inclusion, accessibility, and anti-racism:
We are committed to build a workforce that reflects the communities we serve and to promote a diverse, anti-racist, inclusive, accessible, merit-based, respectful and equitable workplace.
We invite all interested individuals to apply and encourage applications from people with disabilities, Indigenous, Black, and racialized individuals, as well as people from a diversity of ethnic and cultural origins, sexual orientations, gender identities and expressions.
Visit the OPS Anti-Racism Policy and the OPS Diversity and Inclusion Blueprint pages to learn more about the OPS commitment to advance racial equity, accessibility, diversity, and inclusion in the public service.
We offer employment accommodation across the recruitment process and all aspects of employment consistent with the requirements of Ontario's Human Rights Code. Refer to the application instructions below if you require a disability-related accommodation.

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Additional information:

Note:

• 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.
• 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-166298/21(2)

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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.