Subsidiary 2
Benchmark Evaluation - 024FN12

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Identification Section Working Title: Senior Trust Officer     Department: Alberta Justice and Attorney General     Division, Branch/Unit: Office of the Public Trustee, Edmonton     Reports To: Director, Trust Administration, Senior Manager     Levels to D.M.: 4     Job Description: 024FN12     MRS: Finance     Job Code: 024FN - Finance 4

Evaluation Knowledge E+I2 230 Creativity/Problem Solving 33% 76 Responsibility R1 87 TOTAL JOB POINTS 393

Comments on Role

The Senior Trust Officer reports to the Director of Estate Administration and will administer the more complex and sensitive estates of dependent adults, decedents and minors at the level of an expert in each field of administration. The Senior Trust Officer will uphold the Mission and Values Statement of the Office of the Public Trustee and to demonstrate the competencies required of the Alberta Government and the Office of the Public Trustee through his or her example and leadership. Intake of new estates, assignments of files and distribution and/or reassignment of estate files will be completed in the absence of the other Senior Trust Officers. Administration is carried out in compliance with applicable statues, regulations, policies and procedures.

Comments on Evaluation

• Knowledge:

Content:

• E+: The Senior Trust Officer is responsible for administering more complex and sensitive estates of dependent adults, decedents and minors at the level of expert in each field of administration. They require a thorough understanding of the legislation and common law in relation to the administration of wills, trust and estates. They also require in-depth knowledge of policies and procedures used in the Office of the Public Trustee. The Senior Trust Officer acts as a resource person on these files to Trust Officers and Assistant Trust Officers. They require a thorough knowledge of business practices, property management, accounting procedures, financial benefits available from government and private sources, communication and team leadership skills. The position gets a push (+) on the E as it is expected to be the expert in each of the three fields of administration. (E+)

Complexity and Diversity:

• I: Deals with complex and/or sensitive estates with an understanding of the impact on internal and external stakeholders. Provides supervision and expertise to the trust administration team.

Human Relations Skills:

• 2: The Senior Trust Officer deals with a number of stakeholders including the public and trust administration staff. This requires the need to be persuasive and influence behavior. The required competencies in supervising are also recognized at this level.

• 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 Senior Trust Officer uses judgment to determine how objectives are accomplished. In addition, as the Senior Trust Officer is responsible for administering the more complex and sensitive estates, this position must devise and implement creative or innovative solutions to sensitive issues where there is no policy or legislative guidance.

• Responsibility:

R1: The Senior Trust Officer position delivers services to the public in the three areas (dependent adults, wills and estates and minors/official guardianship). This position is responsible for program delivery in this area.

Last Reviewed:	November, 2009

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Last Review / Update: 2009-11-01