TRUST ANALYST

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Job title: TRUST ANALYST

Company: Ministry of the Attorney General

Job description: 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. Operating within the Victim and Vulnerable Persons Division of the Ministry of the Attorney General, the OPGT is staffed by a variety of professionals from accountants, financial planners and lawyers to individuals with experience in investigations, health care and social work.

Situated within the Trust Reporting Unit, the Trust Analyst plays an important role in the closure of OPGT estate accounts. This opportunity will present a stimulating challenge for detail-oriented professionals with experience in financial reporting, knowledge of case management, and an understanding of estate distribution processes.

Please note: We are considered essential services, therefore, the successful candidates will be reporting to the office. However, alternative work arrangements may be available, as appropriate.

What can I expect to do in this role? You will:

  • manage a caseload of active client files toward estate closure by performing financial reporting and administrative tasks according to OPGT timelines and in accordance with established policies and procedures
  • compile and send out packages of information and materials to estate trustees and beneficiaries
  • liaise with other OPGT units and third parties to obtain relevant documents and information
  • analyze the status of files and provide recommendations on outstanding issues
  • use research skills to locate beneficiaries for files where client’s family and next of kin are unknown
  • calculate the amount of estate payouts and manage electronic payments

How do I qualify?

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 and experience related to accounting for estates including receipts, disbursements and investments.
  • You have general knowledge of legal proceedings, practices and documentation related to estate administration to ensure correct treatment of trust financial transactions.
  • You have knowledge and/or experience in managing an active caseload of files.
  • You have working knowledge of standard office software in order to monitor accounts, analyze financial data, and prepare reports, correspondence and spreadsheets.

Analytical and Research Skills • You have demonstrated analytical, conceptual and problem-solving skills.

  • You have the ability to identify and resolve complex issues.
  • You can use your analytical skills to conduct research, ensuring relevant file information is up-to-date.

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.

Organizational and Teamwork Skills • 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 and the 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 . Refer to the application instructions below if you require a disability-related accommodation.

Additional Information:

Address:

  • 3 Temporary, duration up to 12 months, 20 Dundas St W, Toronto, Toronto Region, Criminal Record and Judicial Matters Check

Compensation Group:

Ontario Public Service Employees Union

Understanding the job ad – definitions

6

Category:

Finance and Economics

Posted on:

Tuesday, August 3, 2021

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-166797/21(3)

How to apply: * You must
. * Your cover letter and resume combined should not exceed five (5) pages. For tips and tools on how to write a concise cover letter and resume, review the
. * Customize your cover letter and resume to the qualifications listed on the job ad. Using concrete examples, you must show how you demonstrated the requirements for this job. We rely on the information you provide to us.

  • Read the

to make sure you understand this job. * OPS employees are required to quote their WIN EMPLOYEE ID number when applying.

  • If you require a disability related accommodation in order to participate in the recruitment process, please

to provide your contact information. Recruitment Services staff will contact you within 48 hours.

Please be advised that the results of this competition may be used to form an eligibility list of qualified candidates to potentially fill future vacancies represented by the Ontario Public Service Employees Union (OPSEU). In accordance with the Collective Agreement, eligibility lists are shared with OPSEU representatives. By applying to this competition, you are providing consent that your name may be shared with OPSEU representatives.

All external applicants (including former employees of the Ontario Public Service) applying to a competition in a ministry or Commission public body must disclose (either in the cover letter or resume) previous employment with the Ontario Public Service. Disclosure must include positions held, dates of employment and any active restrictions as applicable from being rehired by the Ontario Public Service. Active restrictions can include time and/or ministry-specific restrictions currently in force, and may preclude a former employee from being offered a position with the Ontario Public Service for a specific time period (e.g. one year), or from being offered a position with a specific ministry (either for a pre-determined time period or indefinitely). The circumstances around an employee’s exit will be considered prior to an offer of employment.

Remember: The deadline to apply is Tuesday, August 17, 2021 11:59 pm EDT. Late applications will not be accepted.

We thank you for your interest. Only those selected for further screening or an interview will be contacted.

Job advertisements for positions that have been designated bilingual will be provided in both English and French on the website. Positions that are not designated bilingual are not translated and are displayed in English only on both the English and French versions of the website.

Les annonces d’emploi pour les postes désignés bilingues sont publiées en anglais et en français sur le site Web. Les annonces pour les postes qui ne sont pas désignés bilingues ne sont pas traduites et elles figurent en anglais seulement, tant dans la version française que dans la version anglaise du site.

The Ontario Public Service is an inclusive employer.
Accommodation is available under the .

Note: The only website where you can apply on-line for positions with the Ontario Public Service is

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Last Modified: 2021-07-07 4:41:52 PM

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Expected salary: $1135.19 – 1389.6 per week

Location: Toronto, ON

Job date: Wed, 04 Aug 2021 00:55:53 GMT


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