Assistant Public Trustee - Finance

Government of Alberta; Edmonton; On-site; CAD 134,000 - 170,000; Full time

Job summary

Government of Alberta in Edmonton seeks an accomplished finance leader to join as the Assistant Public Trustee – Finance. You will provide strategic leadership for financial management, reporting, taxation, and controls, safeguarding hundreds of millions in assets while guiding modernization and service delivery.

You will oversee a two-location operation, manage a GoA budget, and lead a team through complex financial governance, ensuring transparency and risk management across the organization.

Qualifications

• University graduation in a related field, supplemented by seven years of recent, progressively responsible experience, including management level.
• A recognized professional accounting designation such as CPA.
• Extensive senior-level experience in financial management and full cycle financial reporting.
• Knowledge of GAAP and PSAS/IFRS or other public/private sector frameworks.
• Experience leading change or modernization projects in a complex financial environment.
• Experience with large-scale financial systems like Microsoft Dynamics or SAP.
• Strong strategic leadership, executive advisory, and communication skills.

Responsibilities

• Provide strategic financial leadership to safeguard client assets and oversee financial operations and reporting.
• Develop and oversee financial policies, controls, and risk management frameworks.
• Oversee trust accounting, taxation services, investment governance, audit coordination and compliance.
• Modernize financial systems and processes to improve efficiency and client outcomes.
• Lead a multidisciplinary team and collaborate with internal partners and external stakeholders.

Skills

Strategic leadership

Executive advisory

Communication skills

Education

University degree

CPA designation

Tools

Microsoft Dynamics

1GX/SAP

Job description

Job Information
Job Title: Assistant Public Trustee - Finance

Job Requisition ID: 88049
Ministry: Assisted Living and Social Services
Location: Edmonton
Full or Part-Time: Full-Time
Hours of Work: 36.25 hours per week
Permanent/Temporary/Wage: Permanent
Scope: Open Competition
Closing Date: November 19, 2026
Classification: Senior Manager Zone 2 (M42Z2)
Salary: $5,139.30 to $6,526.16 bi-weekly ($134,136 - $170,333/year)

The Alberta Public Service works to build a stronger province for current and future generations. We make a difference in the lives of Albertans through rewarding career opportunities.

Assisted Living and Social Services (ALSS) provides supports for seniors, families, and communities, and helps Albertans access disability services, continuing care, financial supports, affordable housing, services for the homeless, and other social-based programs. The Ministry supports Albertans through a person-centered, integrated service delivery model that recognizes the unique circumstances, experiences and strengths of individuals and families. For more information on the ALSS Ministry, please visit: https://www.alberta.ca/assisted-living-and-social-services

The Office of the Public Guardian and Trustee (OPGT) provides essential support for individuals that are not able to make personal or financial decisions. It offers guardianship and trusteeship services, administers estates, and manages benefits. OPGT also oversees capacity assessments, investigates complaints regarding decision-makers, and provides guidance on advance planning and personal directives. For more information on OPGT, please visit: https://www.alberta.ca/opgt-supports

Role Responsibilities

The Office of the Public Guardian and Trustee (OPGT) is seeking an accomplished financial leader to join as the Assistant Public Trustee – Finance.

Reporting to the Public Trustee and serving as a member of the senior leadership team, you will provide strategic leadership and oversight for the organization’s financial, investment, taxation, and related control functions. Your work will help safeguard hundreds of millions of dollars in client assets while supporting responsible financial stewardship, legislative compliance, transparency, and sound risk management.

This is a significant leadership opportunity for a finance professional who can operate confidently in a complex, high-accountability environment. You will oversee a multidisciplinary team working across two geographic locations to deliver client financial operations and reporting and help guide the management of the organization’s GoA operating budget. You will also lead the modernization of financial systems, processes, controls, reporting, and service delivery to improve operational efficiency and client outcomes.

Key Responsibilities

• Provide strategic financial advice and assurance to the Public Trustee and senior leadership while leading the organization’s overall financial stewardship of $590 million in cash/investments and $180 million in client assets and their financial operation via 500,000 annual transactions.
• Develop and oversee financial strategies, policies, systems, controls, and risk-management frameworks that support legislative and public-sector requirements.
• Safeguard client assets by overseeing trust accounting, taxation services, investment governance and performance, audit coordination and requirements, and financial compliance.
• Modernize financial systems and processes to strengthen controls, improve efficiency, and support consistent, client-focused service delivery.
• Lead financial operations and develop a multidisciplinary team while building strong relationships with internal partners, oversight bodies, financial institutions, vendors, and other stakeholders.

The Job Description is provided for further details on this position.

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.

Creative Problem Solving: Fosters collaboration and innovation by engaging various perspectives, breaking down complex issues, and driving effective solutions.

Drive for Results: Proactively removes barriers, upholds principles, and aligns solutions with organizational priorities to achieve successful outcomes.

Agility: Embraces and leads change by identifying improvement opportunities, adapting to evolving priorities, and integrating change into daily work.

Build Collaborative Environments: Builds strong stakeholder relationships by fostering collaboration, valuing various perspectives, and resolving conflicts to achieve shared outcomes.

Develop Self and Others: Promotes learning and innovation by integrating emerging practices, developing talent, and creating opportunities for shared growth.

Qualifications

Minimum Requirements

• University graduation in a related field, supplemented by seven years of recent, progressively responsible experience, including experience at the management level.
• A recognized professional accounting designation such as CPA (Chartered Professional Accountant), formerly CA, CGA, or CMA.
• Extensive senior-level experience in financial management and full cycle financial reporting, and audit compliance.
• Demonstrated knowledge of Generally Accepted Accounting Principles (GAAP) and financial frameworks such Public Sector Accounting Standards (PSAS) or International Financial Reporting Standards (IFRS) or other recognized public or private sector financial frameworks.
• Experience leading change, innovation, or modernization projects in a complex full cycle financial environment.
• Experience using large-scale financial systems (such as Microsoft Dynamics, 1GX/SAP) and translating complex financial information for both financial and non-financial audiences.
• Strong strategic leadership, executive advisory, and communication skills, with experience guiding senior leaders on financial priorities that support organizational objectives.

Assets

• Financial management experience in a public-sector or similarly regulated environment.
• Experience working in a banking environment.
• Experience developing investment strategies and overseeing investment governance, performance risk, and compliance.
• Experience in the development, implementation or modernization of financial technology solutions such as Microsoft Dynamics.
• Experience overseeing personal or trust taxation on behalf of clients.
• Experience leading procurement and contracting processes.

Related experience or education may be considered an equivalency on a one for one basis.

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

Notes

Hours of work: 36.25 hours per week, Monday – Friday.

Final candidates will be required to undergo a criminal records check (CRC).

Applicants being considered for this position will be required to complete a Level 2 Enhanced Security screening (including an enhanced criminal record check along with a credit check) as part of the pre-employment checks for this position.

Any costs associated with obtaining the required documents/checks as noted or interview travel expenses, will be the responsibility of the candidate. Out-of-province applicants can obtain the required documents/checks from the province they currently reside in.

Links and information on what we have to offer:

• Working for the Alberta Public Service.
• Management Employee Pension Plan (MEPP).
• Alberta Public Service Benefit Information.
• Professional learning and development.
• Research Alberta Public Service Careers tool.
• Positive workplace culture and work-life balance.

Closing Statement

This competition may be used to fill future vacancies, across the Government of Alberta, at the same or lower classification level.

We thank all applicants for their interest. All applications will be reviewed to determine which candidates' qualifications most closely match the advertised requirements.

If you require any further information on this job posting or require an accommodation during the recruitment process, please contact Baiju Jacob at [e-mail].