Subsidiary 2
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|
|||||||||||||||||||||||||||||||||||||||||||||||||||
Comments on Role
The work is completed in accordance with programs mandated by government legislation. This is the entry level responsible for the administration of estates under the jurisdiction of the Public Trustee. Initially the work is performed under close supervision and assigned cases are selected to provide scope in developing knowledge of relevant legislation and departmental policies and procedures. As knowledge and experience are gained on an increasing basis, the incumbent will work with greater independence. The Trust Officer is responsible for the day-to-day administration of a caseload of estates that include deceased, dependent adult and official guardian files which are of a lesser degree of complexity, financial value and sensitivity. Discretion is used to protect the dignity and rights of those who are vulnerable or have no one else to act for them. Administration is carried out in compliance with the applicable statutes, regulations, policies and procedures.
Comments on Evaluation
- Knowledge:
Content:Complexity and Diversity:
E-: The Trust Officer position represents the entry-level trust officer position. The Trust Officer requires knowledge of dependent adults, wills and estates and official guardianship along with knowledge of the legislation and common law in relation to the administration of estates belonging to dependent adults, deceased (wills, trusts and estates) and minors. It also requires knowledge of the policies and procedures used in the Office of the Public Trustee, knowledge of business practices, property management, accounting procedures and financial benefits available from governments and private sources. The specific knowledge needed by this position requires work experience in this office. This experience will supplement the theoretical knowledge that was gained through post-secondary education. This work is not at the E level as it is not working level work. Initially the work is performed under close supervision and assigned cases are selected to provide scope in developing knowledge of relevant legislation and departmental policies and procedures.
Human Relations Skills:
I: This position is an individual contributor with an understanding of how the work relates to that of others within the organization. The Trust Officer 1 deals with a variety of clients and must apply appropriate regulations to individual cases. The Trust Officer 1 is responsible for the administration of a caseload of estates that include deceased, dependent adult and official guardian files that require working collaboratively with other internal support services including legal, income tax, audit and financial services. This position needs to understand how all of these areas within the Office of the Public Trustee work towards supporting their clients.
2: Position deals with the public and need to be persuasive while remaining sensitive to their clients needs. The clients are often vulnerable or have no one else to act for them. The Trust Officer 1 may be required to resolve conflict situations that require short term resolution, i.e. when dealing with those who are vulnerable or have no one else to act for them.
- Creativity/Problem Solving:
29%: Position works on files which are of a lesser degree of complexity, financial value and sensitivity than working level positions and relies on assistance from the working level Trust Officers and Senior Trust Officers. There may be fewer factors to consider on these files.
- Responsibility:
R1: Position delivers services to the public in the three areas (dependent adults, wills and estates and official guardianship).
| Last Reviewed: | November, 2009 |
 |
Last Review / Update: 2009-11-01
