Trust Analyst

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The Ministry of the Attorney General, Office of the Public Guardian and Trustee, is offering dynamic opportunities to work as a Trust Analyst in a stimulating re-engineered environment.

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About the job

You will:
• assume responsibility for closeout and reporting activities for client and estate trust accounts
• perform financial analysis and re-conciliations of client trust accounts transactions
• contact potential heirs/next of kin and provide assistance in order to transfer estates to heirs
• assist in the verification of legal documents and communicate with many external parties to ensure that all relevant court documents are delivered
• have the opportunity to work closely with many different branches within the OPS in an effort to locate beneficiaries for our clients estates

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What you bring to the team

Mandatory:

• you are proficient in English and oral and written French at the advanced level

Technical Knowledge:

• you have in-depth knowledge of trust accounting and auditing principles, practices and procedures including experience auditing account transactions for compliance and in implementing internal controls processes
• you have the ability to interpret and apply relevant legislation (e.g. Succession Law Reform Act, Rules of Civil Procedure, Substitute Decisions Act and Freedom of Information and Protection of Privacy Act (FIPPA))
• you have general knowledge of legal proceedings, practices and documentation related to estate administration to ensure correct treatment of trust financial transactions

Analytical Skills:

• you have well developed analytical and problem solving skills to perform financial analyses, adjustments and reconciliations, ensuring correct financial processes and to conduct effective searches for beneficiaries of estates, analysis of legal documents and to manage complex caseloads

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 negotiate contracts with vendors which can include, clients, lawyers, bankers, custodians and financial institutions

Computer Skills:

• you have advanced computer skills with spreadsheet, word processing and accounting software packages

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Additional information:

Note:

• This ad is also available in French.
• In accordance with the Ontario Public Service Employment Screening Checks Policy, the top candidate(s) may be required to provide a general or enhanced screening check. Please refer to the Additional Information / Address section above on this job advertisement to determine the screening check that is required for each position.
  
  A general screening check includes a criminal record check and if applicable, fingerprint verification at your own expense. An enhanced screening check includes a criminal record check and if applicable, fingerprint verification at your own expense and permission for the Negotiations & Security Branch , Employee Relations Division to conduct any specific screening as indicated in the Additional Information / Address section above.
  
  A record of a Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position. The screening check results will only be reviewed and evaluated by the Negotiations & Security Branch for the purpose of making a clearance decision. The details of an individual's screening check will be considered in specific relation to the duties and responsibilities of the position being filled. Screening check records will be maintained by the Negotiations & Security Branch and kept strictly confidential.
• T-AG-65863/14

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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.