Estate Administration Coordinator
Estate Administration Coordinator
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Job Description
Responsible for managing all aspects of open estate files following defined processes to gather documentation and information for deceased members from estate representatives beneficiaries lawyers and accountants. Uphold Credit Union policies while fostering confidence and delivering an exceptional member experience throughout the estate life cycle.
Differentiating Accountabilities:
- Act as the central point of contact for the aggregation of documentation and information from members estate representatives beneficiaries lawyers and accountants for the purpose of settling or finalizing estate accounts.
- Provide proactive guidance and support acting as the conduit for information to flow between the branch staff and the Estates Specialists helping to facilitate efficient settlement of estates through effective communication with branch callers and estate representatives and opening estate accounts for branches as required.
- Create summaries of each account at the initiation of the work on the estate for the Estates Specialist and again at the closing of the estate for the branch representative.
- Ensure that CRM is kept uptodate with all relevant contact and information.
- Communicate effectively through various channels including email telephone inperson facsimile electronic platforms and written correspondence with estate executors lawyers and branch staff.
Qualifications :
- Possess a postsecondary community college diploma or university degree in accounting finance business administration or a related program or equivalent education and experience (minimum Grade 12.
- Accumulate a minimum of four 4 years of related experience in a financial institution or business environment with a preference for credit union experience.
- Exhibit strong communication and interpersonal skills including the ability to collaborate effectively with coworkers build trusted business relationships and work independently with good judgment.
- Demonstrate disciplined work ethic commitment to topquality work good analytical skills and the ability to multitask effectively despite changing priorities.
- Familiarity with estate administration process management and financial systems is an asset.
Additional Information :
Target Hourly Wage: $27.11
Hourly wage will be determined based on skills experience education and other qualifications relevant to this position.
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 :
Parttime
Employment Type
Part-time
