Estate Investigator

Role Responsibilities

The Office of the Public Guardian and Trustee is currently seeking a qualified Estate Investigator for the Edmonton office.

The ideal Estate Investigator will be dedicated to service excellence and have a strong sense of fiduciary responsibility to act in their clients’ best interests.

The Estate Investigator requires a client focused outlook, excellent case management skills and the willingness and ability to work effectively as a member of a multi-disciplinary team.

Responsibilities focus on:

• Investigation, inventory and management of personal property and real property including land, business interests and farm properties throughout the Province of Alberta. Ability to analyze information from multiple sources, evaluate options, apply appropriate procedures and make recommendations is critical
  
• This role will ensure the integrity of site investigations and carry out all duties in compliance with applicable statutes, regulations, policies and procedures. Ability to assess information, circumstances and legislation.
  
• The investigator completes on site hazard assessments and is responsible for the safety of others during investigations.
  
• The position works within a complex environment. A positive attitude and a collaborative team approach are critical to the success of this role.
  
Also critical is the commitment to confidentiality, discretion and diplomacy.

Please

APS Competencies

Competencies are behaviors that are essential to reach our goals in serving Albertans. We encourage you to have an in depth understanding of the competencies that are required for this opportunity and to be prepared to demonstrate them during the recruitment process

This link will assist you with understanding competencies:

To be successful in this role, a candidate will demonstrate:

• Creative Problem Solving: Engages the community and resources at hand to address issues.
• Agility: Identifies and manages required change and the associated risks.
• Systems thinking: to understand the broader impact of your work and to anticipate outcomes
• Drive for Results: Takes and delegates responsibility for outcomes.
• Build Collaborative Environments: Collaborates across functional areas and proactively addresses conflict.

Qualifications

Requirements:
A University graduation in a related field such as Business Administration, Commerce, Accounting, Finance or Law with a minimum three (3) years of progressively responsible related experience in estate or trust administration, financial planning, banking, legal or accounting sector is required.

Equivalency: Directly related education or experience considered on the basis of:

• 1 year of education for 1 year of experience; OR
• 1 year of experience for 1 year of education

Assets

• A valid driver's license and the use of a reliable vehicle is required as travel within the province of Alberta is a requirement for the role.
• A valid Firearms License or the ability to obtain a Firearms License
• Knowledge of federal and provincial legislation governing handling and transport of hazardous goods and firearms
• Experience in conducting asset investigations, case management, experience appraising personal property and experience working with vulnerable Albertans.
• Licensed home inspector or general knowledge about home maintenance.

Minimum recruitment standards outline the minimum education and experience required for appointment to a job classification.
Refer to

Notes

Hours of work: Monday – Friday, 8:15 am -4:30 pm (36.25/week)

1 Permanent position and 1 Wage position in Edmonton and 1 Wage position in Calgary

Overtime hours may be required while in the field and the ability to attend overnight investigations (1 to 4 days) may be required

Physical labour will be required when conducting on-site investigations as well as the ability to attend locations that may contain elements that are deemed hazardous and will require the use of Personal Protective Equipment (PPE).

Please outline your experience as it relates to the qualifications.

Applications without a cover letter will not be considered.

This competition may be used to fill current and future vacancies within OPGT regional offices.

In your resume, please include dates (including months and years) associated with all education and work experience. Also, please indicate whether your work experience is casual, part time or full time.

Your cover letter and resume will be used as a screening tool to assess your written communication.

An additional written assignment may be used as part of the screening process.

Final candidates for this position will be asked to undergo security screenings, which includes a Criminal Record Check and a Financial Risk indicator Check. Any costs associated with obtaining the required documents/checks as noted, will be the responsibility of the candidate.