Subsidiary 2
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Comments on Role
The work is completed in accordance with programs mandated by government legislation. This is the full working level responsible for the administration of estates under the jurisdiction of the Public Trustee. Reporting to the Senior Trust Officer, 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 varying degrees 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 2 is the working level of the Trust Officer position. The Trust Officer 2 requires knowledge of dependent adults, wills, estates and official guardianship. This position also requires thorough 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 along with thorough knowledge of the policies and procedures used in the Office of the Public Trustee and thorough knowledge of business practices, property management, accounting procedures and financial benefits available from governments and private sources. This position requires the theoretical knowledge gained through related post secondary education along with a minimum of one year experience in the Trust Officer role. This requirement for direct experience encompassing a broad scope knowledge supports the E rating. This position is not given the push (+) on the E as it is not expected to be an expert in all three areas including dependant adults, decedents and minors. They rely on the Senior Trust Officer for this expertise.
Human Relations Skills:
I: This position is an individual contributor with an understanding of how the work related to that of others in the organization. The Trust Officer 2 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: This position deals with the public and need to be persuasive. The clients are often vulnerable or have no one else to act for them. The Trust Officer 2 may be required to resolve conflict situations that require short term resolution.
- Creativity/Problem Solving:
33%: Thinking is guided by numerous regulations, policy and legislation and there is a requirement to interpret the acts and legislation. The Trust Officer 2 uses judgment to determine how objectives are accomplished. The Trust Officer 2 is responsible for administering assigned files independently but can get guidance from the Senior Trust Officer in unique situations.
- Responsibility:
R1: Position delivers services to the public in the three areas (dependent adults, wills and estates and official guardianship).
| Last Reviewed: | November, 2009 |
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Last Review / Update: 2009-11-01
