Client Representative

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The Office of the Public Guardian Trustee (OPGT) delivers a unique and diverse range of services that safeguard the legal and financial interests of vulnerable adults. If you are interested in providing financial guardianship services to clients who are incapable of making decisions regarding personal finances, property or health, consider this rewarding opportunity with the Ministry of the Attorney General.

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About the job

You will:
• research all aspects of client's financial, business and legal affairs to identify and protect client's assets and identify liabilities
• develop individual budgets for clients based on assessment of current and future financial resources, personal needs/expenditures, lifestyle, prior capable wishes, needs of dependents, etc
• monitors client's financial situation on an ongoing basis, adjust budgets to accommodate changes in needs or life situation (i.e. nursing and retirement homes, other care facilities)
• ensure client's income cheques are redirected to OPGT and deposited to appropriate accounts
• visit clients and assess circumstances and needs relevant to OPGT's area of authority
• maximize client's financial resources by identifying and securing benefits
• apply for personal identification documents and foreign pension benefits
• review private applications for guardianship and assess suitability of applicants

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What you bring to the team

Technical Knowledge

• you have the ability to interpret and apply relevant policies, procedures, directives and legislation (i.e. Substitute Decisions Act, Mental Health Act, Health Care Consent Act) to analyze individual cases in order to make decisions as a financial guardian
• you have knowledge of benefit programs to apply for benefit entitlements on behalf of clients
• you are able to acquire and apply knowledge of the health care sector to deal with health care providers and administrators of secured settings such as nursing homes, homes for special care and psychiatric hospitals
• you have knowledge of financial management practices to manage assets, develop individual budgets and monitor/manage client's financial situation
• you are proficient with computer software to access data and prepare reports

Analytical, Organizational and Problem-Solving Skills:

• your analytical skills allow you to review financial information that may be conflicting, inaccurate or incomplete
• your organizational skills allow you to set priorities and work in a high volume environment while meeting conflicting deadlines
• you are able to assess client needs, develop alternatives and identify best course of action to protect client's financial interests

Negotiation, Communication and Interpersonal Skills:

• your mediation, negotiation and conflict resolution skills allow you to deal with clients who suffer from mental illness, brain injuries or developmental disabilities
• you are able to negotiate financial settlements with creditors
• your counselling skills allow you to gain cooperation of clients, family members and others in implementing financial plans

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Additional information:

Note:

• 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.
• N-AG-66564/14

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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.