Public Trustee Representative

Government Of Alberta; Calgary; On-site; CAD 77,000 - 100,000; Full time

Job summary

The Office of the Public Guardian and Trustee in Calgary, Alberta, is seeking qualified Public Trustee Representatives to support estate administration and fiduciary duties for vulnerable clients. This temporary, full-time role requires strong interpersonal skills, financial planning expertise, and the ability to apply legislation and policy.

Travel within Alberta may be required; security checks are part of the process.

Qualifications

• University degree in business/finance/law or social services with 3+ years related estate/trust experience.
• Valid driver's license; travel within Alberta required.
• Assets such as estate/trust experience and professional designations are valued.

Responsibilities

• Manage financial planning for represented adults and estates.
• Conduct on-site investigations and property management as needed.
• Administer trusts and estates; work with a multi-disciplinary team.
• Maintain client confidentiality and professional discretion.

Skills

Mediation and negotiation

Vulnerable populations

Relationship management

Confidentiality & discretion

Financial planning & budgeting

Risk assessment

Analytical thinking

Interpersonal skills

Decision making

Education

Related field degree (Finance/Law/Business)

Equivalency: diploma + 5 years related experience

CFP/PFP/TEP or similar designation

Job description

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Job Information
Job Title:Public Trustee Representative
Ministry:Assisted Living and Social Services
Location:Calgary
Full or Part-Time:Full Time
Hours of Work:36.25hours per week
Permanent/Temporary/Wage: Temporary - until May 28, 2028
Scope:Open Competition
Closing Date:November 20, 2026
Classification:Finance 3
Salary: $2,935.39 to $3,850.29 bi-weekly ($76,614 - $100,493/year)

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 currently seeking qualified Public Trustee Representatives for the Calgary office. The ideal candidate will have strong interpersonal skills and demonstrated experience in estate administration and/or law. Public Trustee Representatives will conduct trust administration for vulnerable people and estates. This requires an investigative mindset that includes foresight into impact assessment as well as outstanding people skills and the ability to critically apply both legislation and policy to various scenarios. Public Trustee Representatives will be dedicated to solution-focused service excellence and have a strong sense of fiduciary responsibility to act in their client’s best interests.

Responsibilities focus on the financial management of client assets, including financial planning for represented adults, and administration of deceased estates and minors’ trusts. The role of Public Trustee Representative 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. The role includes conducting on-site investigations and duties in relation to the management of property where required within the Province of Alberta.

All roles require the following skill sets:

• Mediation and negotiation skills
• Ability to work with vulnerable populations managing difficult circumstances
• Ability to form and develop positive relationships with clients and stakeholders
• High quality, client-centric service
• Judgment, analytical, problem solving and decision making
• Interpersonal and relationship management skills to resolve conflict
• Ability to analyze information from multiple sources and evaluate options and recommendations
• Commitment to confidentiality, discretion, flexibility and diplomacy
• Financial planning and budgeting
• Ability to identify risks and develop mitigation strategies
• Ability to assess information and circumstances and apply appropriate procedures and legislation
• Some physical labour may be required when conducting on-site investigations and ability to attend locations that may contain elements that are deemed hazardous that will require the use of Personal Protective Equipment (PPE).

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 - to assess options and implications that will reach the best solutions.

Systems Thinking - to understand the broader impact of your work and to anticipate outcomes.

Agility - to quickly adapt to changing priorities and to respond with effective decisions.

Develop Networks - to help you deal with a range of complex issues.

Builds Collaborative Environments - to provide client-centric service.

Qualifications

• University graduation in a related field (e.g., Business Administration, Commerce, Accounting, Finance, Law, or Social Services) with a minimum of three (3) years progressively responsible related experience in estate or trust administration, financial planning, banking, legal or accounting sector; or equivalent as described below.

Equivalency:

• Related diploma plus 5 years directly related experience.
• Accounting designation and 1 year additional related experience.

Required:

• A valid driver's license is required as travel within the province of Alberta is a requirement for the role.

Assets:

• Experience in trust administration or a legal background will be a clear asset to the successful candidate.
• Experience managing large caseloads.
• Experience providing service via contact centre technologies/platforms.
• A related designation such as Certified Financial Planner (CFP), Professional Financial Planner (PFP), or Trust and Estate Practitioner (TEP), or similar.

Candidates are encouraged to provide a cover letter clearly demonstrating how your experience relates to qualifications in detail. Cover letter is considered a part of the application and is to be evaluated in the selection process.

Hours of work: 36.25 hours per week, 8:15 AM - 4:30 PM (Monday - Friday).

This competition will be used to fill current and future vacancies within the Office of the Public Guardian and Trustee.

Final candidates will be required to undergo security screenings, which include Criminal Record Check and Financial Check.

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.

Provide a one-page cover letter clearly demonstrating how your experience relates to qualifications in detail. Cover letter is considered a part of the application and is to be evaluated in the selection process.

Links and information on what the GoA have to offer to prospective employees:

• Positive workplace culture and work-life balance
• Leadership and mentorship programs

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. Only individuals selected for interviews will be contacted.

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