Estate Representative
We’re looking for an Estate Representative to join our team! This position is integral to the function of our organization, playing a critical role in our Consumer Advice team. The key responsibilities for this role include:
- Provide accurate information to all parties involved in the estate, answer inquiries from staff on estates, and trust situations; perform all meetings with executors and provide guidance and options.
- Oversee opening estate accounts (and changes that may occur) as well as statement and account reporting.
- Maintain estate accounts, bill payments, and distribution of funds once probate has been completed.
- Document registered plans and estates and process centralized transactions and forms.
- Ensure all appropriate documentation has been obtained for transfer of bonds, safety deposit boxes, payments of bills, and submitting insurance claims.
- Spot opportunities to cross-refer to other areas of the organization.
- Maintain up to date knowledge of regulations and legislation pertaining to registered products and loans.
- Utilize digital solutions to create efficiencies, simplify members’ banking needs, and enhance the member experience.
Qualifications:
- 3-5 years’ experience in working with estates and/or retail relationship building; achievement of a Certified Executor Advisor (CEA) designation would be an asset.
- Understanding of duties and functions of the estate process, including registered tax details/estate tax slips and administration.
- Empathy, compassion, and strong communication skills in handling difficult and delicate situations.
- Detail-oriented and risk aware, contributing to the safeguarding of our company’s assets and reputation.
- Proficient in digital literacy, including (but not limited to) critical thinking, problem solving and navigation using digital solutions.
- Use and comfortability with a variety of Microsoft 365 applications (Excel, Teams, Viva, Power Automate, PowerBI).
About Us
Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!
How are we different from other financial institutions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. Made in Sask, Built for Canada!
We care about our communities and our impact – $1.1 million was given to local organizations last year who are making a difference! Nearly 22% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (no waiting period!).
In the spirit of Truth and Reconciliation, we acknowledge that we are on the traditional territories of the many First Nations, Métis, and Inuit who have graced these lands for millennial. We are privileged to live on, work on and enjoy the benefits of these lands, now known as Canada.
