Apply By: Wednesday, October 4, 2023 11:59 pm EDT
Competition Status: Position Filled

Approximately 152 individuals applied for this opportunity.

We have completed the recruitment process and successfully hired the top candidate into the position.

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Senior Client Representative

Job ID:
204098
Organization:
Ministry of the Attorney General
Division:
Office of the Public Guardian and Trustee
City:
London
Position(s) language:
English
Job term:
1 Permanent
Job code:
5A008 - ProgPlanEval05
Salary:
$70,820.00 - $102,046.00 Per year

The Office of the Public Guardian and 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.

How we support diversity, inclusion and accessibility

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 "How to apply" section if you require a disability-related accommodation.

About the job

You will:
• research all aspects of client's financial, business and legal affairs in order to identify and protect client's assets and identify liabilities
• visit clients and assess circumstances and needs relevant to OPGT's area of authority, which can include exposure to unsanitary conditions and unsafe neighbourhoods, anger, hostility and verbal abuse from clients and family members, and occasional exposure to bacteria/viral infection in nursing homes, hospitals and group homes
• investigate sale of client's assets at less than fair market value
• monitor complex financial portfolios to include real property and/or other investment vehicles (i.e. securities, RRSPs, RIFs, mortgages, stocks, bonds, etc)
• secure, monitor and manage extended health care benefits and special trusts
• provide testimony as an expert witness at court, inquests and examinations for discovery, tribunals and review boards
• investigate alleged property/financial risks to clients (i.e. financial abuse by relatives)
• develop budgets for clients based on assessment of current and future financial resources, personal needs/expenditures, lifestyle, prior capable wishes and needs of dependents
• monitor client's financial situation on an ongoing basis and adjust budgets to accommodate changes based on life situation (i.e. nursing and retirement homes, other care facilities)

What you bring to the team

Technical Knowledge and Skills:

• you have the ability to interpret and apply relevant policies, procedures, directives and legislation to analyze individual cases in order to make decisions as a financial guardian
• you are able to acquire and apply knowledge of the health care sector to deal with health care providers, social workers, community support case managers, and administrators of supervised settings such as nursing homes, homes for special care, and psychiatric hospitals
• you have knowledge of financial management and business practices as it relates to real estate and trust management in order to manage complex property/investment portfolios such as real estate, investment properties, securities, RRSPs, RIFs, mortgages, stocks, bonds and special trusts

Organizational, Analytical and Problem Solving Skills:

• you can manage portfolios and assets, prioritize high volume caseload and balance competing priorities
• you are able to assess client's needs, identify all possible entitlements and obtain necessary information to apply for benefits
• your analytical skills allow you to review financial information that may be conflicting, inaccurate or incomplete
• you can develop alternatives and identify best course of action to protect client's financial interest such as deciding to retain, reinvest or dispose of complex financial instruments

Interpersonal, Negotiation and Counseling Skills:

• your mediation, negotiation and conflict resolution skills allow you to gain cooperation of clients, family members and others in implementing financial plans
• your counseling skills allow you to manage and resolve conflicts when dealing with clients who may suffer from mental illness, brain injuries, developmental disabilities
• your conflict resolution skills allow you to address differences of opinion or expectations, including de-escalating situations where clients and/or family members may be angry, confrontational, or uncooperative
• you are able to negotiate agreements with creditors and resolve potential crisis of financial or social nature on behalf of clients

Additional information:

Apply by:
Wednesday, October 4, 2023 11:59 pm EDT
Position details:
  • 1 English Permanent, 80 Dundas St, London, West Region, Vulnerable Sector Check, Credit History Check
Compensation group:
Association of Management, Administrative and Professional Crown Employees of Ontario
Work hours:
Category:
Customer and Client Services
Posted on:
Tuesday, September 19, 2023

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), Corporate Talent Programs Branch, Talent and Leadership Division 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.


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.


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