Management

ESTATE OFFICER

Full Time

JOB DESCRIPTION:

  1. Under the direction of senior estates administrators the incumbent will ascertain

the financial status of an estate.

  1. Conducts interviews of relatives, neighbours, employers, etc.
  2. Prepares detailed inventories.
  3. Takes possession and control of movable items from the premises.
  4. Obtains appraisals for personal property and arranges for sale or disposal.
  5. Attends at banks or trust companies to list contents of safety deposit boxes and

to remove contents.

  1. Responsible for general administration of estates of an uncomplicated nature

under the direction of a Senior Trust Officer.

  1. Checks and acknowledges financial statements submitted by next of kin.
  2. Extensive correspondence and/or personal contact with patients, next of kin on

estate matters.

  1. Arranges for recording and approval of property, machinery, vehicles and

chattels.

  1. Makes applications for Life, Group, Health and Accident Insurance benefits, Old

Age Security and Canada Pension Plan payments.

  1. Approves payment of expenses incurred by the estate.

Performs other related duties as assigned

 

QUALIFICATION:

DEGREE,HND,DIPLOMA AND OTHER PROFESSIONAL CERTIFICATE