Estate Administration Coordinator

Be a part of something different. We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.

At PenFinancial, our people are our greatest asset and our values speak for themselves: accountability, passion, integrity, respect, and knowledge. More than a poster on the wall, our values guide everything we do. They’re values we live every single day – where everyone has a voice and where we listen. Just ask someone who works here to see what they think, and check out our latest annual report to see what we’ve been up to.

We provide all of our employees with a generous benefits package that includes a Living Wage salary, defined contribution pension plan and performance-based success sharing. Combine that with our commitment to contributing to the wellbeing of our employees through competitive benefits programs, wellness days and allowances for education, and it’s no surprise that our employee engagement scores are consistently so strong.

We live our brand from the inside out, and our Truly Local Commitment starts with our employees. We support an inclusive, diverse, and caring internal culture. We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through our Truly Local Ambassador program. And, we also commit to investing a portion of our profits directly back into our local communities.

We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability.

Responsible for managing all aspects of open estate files, following defined processes, to gather documentation and information for deceased members from estate representatives, beneficiaries, lawyers, and accountants. Uphold Credit Union policies while fostering confidence and delivering an exceptional member experience throughout the estate life cycle.

• Act as the central point of contact for the aggregation of documentation and information from members, estate representatives, beneficiaries, lawyers, and accountants for the purpose of settling or finalizing estate accounts.
• Provide proactive guidance and support, acting as the conduit for information to flow between the branch staff and the Estates Specialists, helping to facilitate efficient settlement of estates through effective communication with branch callers and estate representatives, and opening estate accounts for branches as required.
• Create summaries of each account at the initiation of the work on the estate for the Estates Specialist and again at the closing of the estate, for the branch representative.
• Ensure that CRM is kept up-to-date with all relevant contact and information.
• Communicate effectively through various channels, including email, telephone, in-person, facsimile, electronic platforms, and written correspondence with estate executors, lawyers, and branch staff.

• Possess a post-secondary community college diploma or university degree in accounting, finance, business administration, or a related program, or equivalent education and experience (minimum Grade 12).
• Accumulate a minimum of four (4) years of related experience in a financial institution or business environment, with a preference for credit union experience.
• Exhibit strong communication and interpersonal skills, including the ability to collaborate effectively with co-workers, build trusted business relationships, and work independently with good judgment.
• Demonstrate disciplined work ethic, commitment to top-quality work, good analytical skills, and the ability to multitask effectively despite changing priorities.
• Familiarity with estate administration, process management, and financial systems is an asset.

Hourly wage will be determined based on skills, experience, education and other qualifications relevant to this position.

To learn more visit https://www.penfinancial.com/careers

While we welcome all applications, only those who are selected for an interview will be contacted.

Accessibility accommodations will be made for job candidates upon request.