Estate Specialist
Estate Specialist
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Job Description
Proactively manage all member facing areas of the estate process for our deceased members including the interactions with estate representatives beneficiaries lawyers and accountants in accordance with Credit Union policies. Throughout the process instil confidence and provide an exceptional member experience by professionally and accurately servicing all estate settlement inquiries and escalations.
Differentiating Accountabilities:
- Acts as an organizational liaison in providing a holistic estate experience to members (Estates representatives beneficiaries lawyers and accountants) & branch employees during the estate life cycle phases of estate notification through to estate settlement.
- Provides guidance and proactive support to ensure quality input from estate representatives beneficiaries lawyers and accountants as well as leading group conversations with branch callers and estates representatives to ensure efficient settlement of the estate.
- Apply appropriate processes & procedures to accurately respond to caller inquiries and complete all related transactions & documentation while mitigating any potential risks to PenFinancial or to the estates representative.
- Contribute to PenFinancials financial objectives by proactively identifying opportunities to refer estate representatives and beneficiaries to any of our wealth specialists or other resources to ensure a higher percentage of the liquidated assets of the estate are retained by PenFinancial.
- Collect all relevant documentation to ensure accurate reporting to CRA for registered products relating to deceased members and beneficiaries.
- Communicate effectively with Estate executors lawyers and branch staff through a variety of channels including but not limited to email telephone in person facsimile electronic platforms and written correspondence.
- Ensure that CRM is updated to capture all transactions questions and interactions.
- Perform other assigned responsibilities.
Qualifications :
- Postsecondary community college diploma or university degree in accounting finance business administration or a related program or an equivalent combination of education (minimum Grade 12 and experience
- Working towards or completion of the MTI Estate and Trust Professional Designation considered an asset
- Minimum of four 4 years of related experience in a financial institution or a business environment; credit union experience preferred
Additional Information :
Target Salary: $63411
To learn more visit we welcome all applications only those who are selected for an interview will be contacted.
Accessibility accommodations will be made for job candidates upon request.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
