Company Overview
1st Choice Savings is a full-service financial institution and cooperative serving approximately 19,000 members across a network of 5 branch locations in Southern Alberta. With assets under administration exceeding $1 billion, 1st Choice Savings is a financially strong Credit Union with promising potential for growth. The organization follows a corporate purpose and guiding principles where the goal is to put the members' financial well-being first, above all else. For further information, please check out our website at www.1stchoicesavings.ca
Location: Lethbridge, AB
Position: Estate Administration Specialist, Full-Time
The Estate Administration Specialist will provide timely and accurate support in all aspects of estate administration to our members, employees, and other key stakeholders. You will effectively administer estate accounts and maintain high standards of service, quality control, and operating efficiency. This position will have a direct impact on the members' financial well-being by helping to settle their estate and protecting their legacies.
What You’ll Do:
- Oversee the administration of estates from initiation to completion, ensuring timely and accurate completion of tasks.
- Collaborate with legal professionals, financial advisors, and other stakeholders to facilitate the smooth transfer of assets and resolution of estate matters.
- Promptly manage communication with members, beneficiaries, and other involved parties, providing updates and addressing inquiries in a professional and empathetic manner.
- Prepare and file necessary legal documents, including probate filings, estate tax returns, and other required documents.
- Conduct thorough reviews of estate documents to identify potential issues and discrepancies.
- Stay informed about changes in relevant laws and regulations to ensure compliance.
- Ensure all account information on internal systems is up-to-date, complete, and accurate.
- Maintain all written, verbal, and electronic communication as required with internal and external contacts as well as with members.
- Investigate all inquiries and administrative errors and refer more complex issues to Senior Management.
- Understand and follow 1st Choice Savings processes and policies as required.
Who You Are:
- CSI’s Estate and Trust Administrator designation and/or related courses.
- Strong knowledge of estate planning laws and regulations.
- Exceptional organizational and multitasking abilities with acute attention to detail, and solid follow-through capabilities.
- Ability to work independently and collaboratively in a team environment.
- Exceptional written and verbal communication skills
- Excellent interpersonal skills and ability to deal with sensitive and difficult member situations in a professional manner.
- Progressive experience in fiduciary account administration, in account management, sales and/or client relationship management role.
- Knowledge of estate processing, taxation or law is a major asset
What We Offer:
- Competitive compensation and benefits.
- Professional development and training opportunities.
- A collaborative, member-first, community-focused culture.
We thank all candidates for their interest; however, only those selected to be interviewed will be contacted.
Job Type: Full-time
Benefits:
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Vision care
Application question(s):
- Are you legally authorized to work in Canada?
- Are you an active employee working at 1st Choice Savings?
Experience:
- Estate planning: 1 year (preferred)
Work Location: In person
