Lethbridge, Ab Financial administrator Jobs – 8 Openings This Week

Estate Administration Specialist
1st Choice Savings and Credit Union Ltd —Lethbridge, AB
- Full-time
- Sales
- Customer service
- Finance
- Dental care
- Employee assistance program
Quick apply
Finance & Payroll Administrator
Barons-Eureka-Warner Family and Community Support Services —Coaldale, AB
- $30–$32 an hour
- Part-time
- Microsoft Excel
- No university degree
- QuickBooks
Quick apply
Legal Administrator
Anova Law Group LLP —Lethbridge, AB
- From $35 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- No experience needed
- Disability insurance
- Dental care
Quick apply
Director, Resource Planning - Full-time, Continuing
University of Lethbridge —Lethbridge, AB
- $89,124.44–$135,112.58 a year
- Immediate opening
- Microsoft Excel
- Finance
- Bachelor's
2d
Office Administrator
McKillop United Church —Lethbridge, AB
- $20–$25 an hour
- Part-time
- Administrative experience
- Organizational skills
- Computer skills
- Disability insurance
- Dental care
Quick apply
Materiel Management Technician
Canadian Armed Forces —Alberta
- $4,337–$6,413 a month
- Part-time
- No experience needed
- Dental care
- Paid time off
Technical Lead
Agriculture Financial Services Corporation —Lethbridge, AB
- $105,911–$132,268 a year
- Full-time
- Azure
- Computer Science
- Sales
Quick apply
2d
TLD Systems Engineer
TLD - IT & AV Solutions Provider —Lethbridge, AB
- $62,000–$75,000 a year
- Full-time
- Azure
- Analysis skills
- Bachelor's
- Dental care
- Vision care
Quick apply

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Office Administrator
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Estate Administration Specialist

1st Choice Savings and Credit Union Ltd
Lethbridge, AB

Quick apply

Job details

Full-time

Benefits

Extended health care
Dental care
Employee assistance program
Vision care
Life insurance

Skills

Sales
Customer service
Finance
Financial services
Business
Account management
Estate planning
Communication skills

Full job description

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

Quick apply

Refine Your Search

financial administrator jobs in lethbridge, ab

Estate Administration Specialist

Finance & Payroll Administrator

Legal Administrator

Director, Resource Planning - Full-time, Continuing

Office Administrator

Materiel Management Technician

Technical Lead

TLD Systems Engineer

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