Operations Service Representative 2, Estate

5 months ago

Nanaimo, Canada Coastal Community Credit Union Full time

**Position Ty**pe**:Temporary

**Duration**:Approximately six (6) Months

**Together, Let’s Do Great Things**

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an **Operations Service Representative 2, Estate Assistant**, so if you’re passionate about building and maintaining relationships with our members to improve their financial health while supporting the Estate Coordinators and branches, we'd like to hear from you

**What’s the role?**

As a **Operation Service Representative 2, Estate Assistant** you are responsible for providing support to the Estate Coordinators and branches to process estate related transactions. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities" and it is the responsibility of the **Operation Service Representative 2, Estate Assistant** to carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the Credit Union. As an **Operation Service Representative 2, Estate Assistant** you will provide friendly, professional service in an efficient, financially responsible manner.

Your duties will include:

- Set up new estate files and reviews for completeness and accuracy; notifies the Estate Coordinator or Assistant Manager regarding irregularities.
- Receives, sorts, and files Estate department mail and documents.
- Acts as resource for all branches and handles routine inquiries relating to estate and trust products and related services such as Power of Attorney and committee accounts.
- Responds to clearing inquiries relating to preauthorized transactions in Estate accounts.
- Assist Estate Coordinators in ensuring branch staff adheres to internal policies and checklists relating to estate/trust administration and funds disbursal.
- Identifies time sensitive issues and reviews with Estate Coordinator.
- Completes the Dormant Estate Account Report and other Estate related reports.
- Fosters relationship building through excellent service and product knowledge.
- Performs other duties and back up services as required.

**What are we looking for?**
- Minimum of one (1) year financial service experience or an equivalent combination of education and experience.
- Successful completion of CUIC 185 and/or CUIC 200.
- Successful completion of the MSR II course and exam.
- Solid working knowledge of all Coastal Community products and services.
- Solid working knowledge of the banking system.
- Solid working knowledge of credit union and Central 1 policies relating to estates, trust and related services.
- Actively pursuing the CUIC Fellowship Designation and/or other related education.
- Familiarity with Coastal Community’s policies and procedures around estate administration.
- Above average MSR/OSR skills.
- Demonstrated leadership skills.
- Excellent written and verbal communication skills.
- Estate and Trust Administration Level 1 course is an asset

Ideally, you are a flexible, collaborative team player with:

- Proficient with the Windows suite of programs.
- Ability to utilize sound judgement in developing recommendations.
- Ability to multitask while providing quality service.
- Ability to complete projects and work within time constraints in a high paced environment.

**Who are we?**

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

- We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
- We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
- We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do

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