Role Responsibilities

Reporting to the Senior Finance Lead, the Financial Services Specialist is responsible for the daily review and verification of a wide range of accounting entries, meeting daily deadlines, and processing requests within governing policy and Generally Accepted Accounting Principles (GAAP) and requirements set out in the Public Trustee Act.

This position is a specialized fiduciary financial services role that supports the Office of the Public Guardian and Trustee's mandate. It provides a unique opportunity to apply accounting and financial administration skills in service of vulnerable Albertans, minors, and estates by helping safeguard client assets and liabilities through strong financial controls, sound judgment and legislative compliance.

Job Responsibilities include but are not limited to:

• Process accounting transactions, collections, disbursements, and recurring financial activities in accordance with legislation, policies, procedures, Generally Accepted Accounting Principles (GAAP), and established internal controls.
• Prepare reconciliations, working papers, and supporting documentation to ensure the accuracy, completeness, and integrity of financial records.
• Review, establish, and maintain Business Partner vendor accounts while ensuring compliance with documentation and internal control requirements.
• Process wire transfers, stop payments, authorized adjustments, and other financial transactions in accordance with governing legislation, policy, procedures, and accounting standards.
• Administer and safeguard client assets, securities, inventories, and financial records for vulnerable Albertans, minors, and estates under administration.
• Act as a liaison with Trust Administration to ensure appropriate financial controls, investigate and resolve transaction issues, and support the accurate administration of client assets and liabilities.
• Provide operational coverage across Financial Services functions, including transaction processing, recurring transactions, client asset administration and Finance Lead responsibilities as required.

Please click on this link to view the job description for this position.

APS Competencies

Competencies are behaviors that are essential to reach our goals in serving Albertans. We encourage you to have an in depth understanding of the competencies that are required for this opportunity and to be prepared to demonstrate them during the recruitment process.

Agility – The successful candidate will have the ability to anticipate, assess and readily adapt to changing situations and issues, while making well thought-out recommendations.

Building Collaborative Environments – You anticipate outcomes and potential impacts across interrelated areas and will factor this into planning.Creative Problem Solving – Breaks down problems, undertakes appropriate research and investigation and draws on experiences to solve problems. For example, suggesting improvements to current processes and identifying efficiencies.

Drive for Results – Sets and accomplishes goals and priorities to deliver outcomes consistent with Government direction, departmental objectives and public expectations. Factors in the complexity of issues, and strategically aligns decisions and plans based on values, outcomes and broader organizational needs.

Systems Thinking – You anticipate outcomes and potential impacts across interrelated areas and will factor this into planning.

This link will assist you with understanding competencies.

Qualifications

Required:

• Two-year diploma in a related field plus 2 years related experience. Equivalencies may be considered.

Assets:

• Experience performing high-volume Accounts Receivable, Accounts Payable, and financial transaction processing in a deadline-driven environment with a strong focus on accuracy, internal controls, and compliance with policy and procedures.
• Experience performing account reconciliations and financial balancing activities.
• Experience processing accounting transactions, adjustments, corrections and journal entries.
• Knowledge of internal controls, risk mitigation and financial compliance practices.
• Experience handling financial records involving vulnerable persons, minors, or estate assets.
• Knowledge of legislation related to trusts, estates, guardianship, trusteeship, or the Public Trustee Act.
• Knowledge of Generally Accepted Accounting Principles (GAAP) and their practical application.

A cover letter must accompany your application and should indicate how your previous work experience aligns with the qualifications and competencies required. Please provide clear examples of how you meet the criteria and skills required in your cover letter. Failure to provide a cover letter will lead to the application being screened out. A cover letter will be one of the ways to assess communication skills of candidates.

In your resume, please include dates (including months and years) associated with all education and work experience. For example, January 2006 – June 2009 (part-time). This example is provided for illustrative purposes only. Applicants are encouraged to present their information clearly and thoroughly, using a format that best conveys their experience.

Please also clearly outline your educational credentials, including the type of credential obtained (e.g., Master’s degree, Bachelor’s degree, diploma, or certificate) and the field of study.

Minimum recruitment standards outline the minimum education and experience required for appointment to a job classification.

Notes

Hours of Work: 36.25 hours per week.

Applicants being considered for this position will be required to complete a Level 2 Enhanced Security screening (including an enhanced criminal record check along with a credit check) as part of the pre-employment checks for this position.

Any costs associated with obtaining the required documents/checks as noted or interview travel expenses, will be the responsibility of the candidate. Out-of-province applicants can obtain the required documents/checks from the province they currently reside in.

Links and information on what we have to offer:

• Working for the Alberta Public Service
• Public Service Pension Plan (PSPP)
• Alberta Public Service Benefit Information
• Professional learning and development
• Research Alberta Public Service Careers tool
• Positive workplace culture and work-life balance