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Administrator, Personal Trust

Job Order #: 5280444

Employer Name:
Concentra Financial
Posted Date:
17-May-2013
Location:
SASKATOON
 
# of Positions:
1
Employment Terms:
Temporary:P-T
Length of Employment:
Term to December 2013
Education:
Completed at least some post-secondary
Experience:
No Experience
Apply By:
23-May-2013
How to Apply?:
To apply please submit a resume with cover letter in confidence stating competition number 1305-25E by end of day Thursday, May 23, 2013 to: Concentra Financial People Office 333 3rd Avenue North Saskatoon, SK S7K 2M2 Email to: peopleoffice@concentrafinancial.ca www.concentrafinancial.ca

Application Information

Employer Name:
Concentra Financial

Contact Email:
peopleoffice@concentrafinancial.ca

Employer Website:
www.concentrafinancial.ca


Description

Built for partnership and managing approximately $25 Billion in assets, Concentra Financial is an integral part of the Canadian co-operative financial system. Concentra Financial employees enjoy a competitive total rewards package and flexible work environment.  We are looking for an enthusiastic individual with strong skills to join our team in our Saskatoon location:
Administrator, Personal Trust (grade 1)
(Temporary position to December 2013, Part-time)
Key Outcomes:
The primary purpose of this position is to support the administration of Wills and Estates and to collaborate with the Unit by assisting with delivering timely, effective and efficient administration to the Department.
Responsibilities:
Ensuring Wills are administered according to procedures and posted service standards for accuracy and timeliness by:
Processing new Wills and closed Wills (including cancellations, deceased and renunciations)
Accurate keying of information and verifying of transactions on Trust, CIF and DIS
Supporting overall efficiency of department general administration by:
Checking obituaries online
Completing other projects as assigned
Supporting the department in enhancing the accuracy and efficient daily functioning of trust administration by:
Ensuring data systems are compliant with product needs
Identifying and bringing forward recommendations to change procedures for increased efficiency
Ensuring trust officers are informed of all risks and potential problems

 

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