Estate Administrator

**Build a rewarding career with Steinbach Credit Union**:
Steinbach Credit Union is one of Manitoba’s largest credit unions and one of the ten largest in Canada with over $9 billion in total assets. For the past 80 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide advice and recommend products and services that are tailored to meet every member’s individual needs.

Our member-centric approach is a key driver in everything we do, and our level of service is second to none. We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our website.

**An exciting opportunity awaits**:
We currently have an opportunity for an **Estate Administrator** to join our Wealth Management team in **Steinbach.** As an Estate Administrator you will support front line sales teams with delivering exceptional member service by providing administrative support and ensuring compliance with applicable legislation, policies, and procedures. You will provide ongoing support with a high level of accuracy and consistency.

**Specific Responsibilities**:

- Process account and member contact information updates in the banking system, ensuring accuracy and efficiency at all times
- Maintain thorough knowledge of and adhere to credit union policies/procedures and all other legislative requirements in the areas of deposits
- Address audit inquiries and/or irregularities and follow-up with internal members in a timely manner
- Adjust service fees, interest charges, and transactional errors, performing calculations when needed
- Ensure appropriate documentation is forwarded to other internal departments as needed
- Support front-line staff in the delivery of products and services by composing and then processing correspondence, preparing documentation, and administering amendments to member accounts
- Generate and distribute member communication related to account changes, new account openings, and tax-related documentation
- Respond to staff inquiries related to Estates and resolve questions and concerns wherever possible, referring more complex issues to leadership
- Liase with staff, other financial institutions, law offices and/or third parties for information sharing and/or information exchange
- Actively participate in staff meetings
- Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment
- Support and/or train other colleagues to develop and maintain a strong team dynamic
- Foster business development through service excellence and teamwork
- Maintain up to date knowledge of SCU’s products and services

**Qualifications**:

- Grade 12 Diploma, plus up to one to 3 years of job-related experience, or an equivalent combination of education and experience
- Business acumen
- Working knowledge of SCU policies and procedures, as well as regulatory environments
- Software proficiency

**How we'll reward you**:
You can look forward to joining an organization that values teamwork and its membership. You will receive a competitive annual salary based on skills and experience. In addition, you will be eligible for variable compensation and matched pension plan per SCU policies. You will also receive a great host of benefits, including:

- Extended medical, dental, vision benefits, plus a healthcare spending account (premiums 100% paid by SCU)
- Short Term Disability, Long Term Disability, Life insurance, and AD&D insurance
- Employee Banking Benefits (i.e. free chequing account, low interest MasterCard, bonus rate on deposit and lending products)
- Opportunities for professional development
- Clothing allowance

**Accessibility and inclusivity**:
We believe our employees should represent the diversity of our members and the communities in which we live and serve. If you require an accommodation for the recruitment or interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we’ll work with you to meet your needs.

**Closing Date: October 09, 2024**: