Deposit Services Officer (Estate Administration)

Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia.  The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province.  CUA’s continued growth and member satisfaction reflects a team of committed problem-solvers who think big and outside the box to help others take a step forward in their financial health.  If you are excited about the opportunity to help people achieve what matters most, while changing the way people think about banking, consider the following opportunity.

Deposit Services Officer (Estate Administration)

Reporting to the Manager of Member Services Support, the Deposit Services Officer is responsible for carrying out all activities pertaining to the administration of the estates of CUA members. These tactics include managing any related transactions and changes, preparing documents, dispersing funds, complying with CRA rules, filing all required documents with third parties within the prescribed timeframe and completing the necessary tax forms on both an annual and ongoing basis.  Produces accurate, timely, complete, and high-quality work that supports the internal operations of CUA and exceptional service to staff and members.

Attributes:

As the successful candidate, you have expert knowledge of estates and registered and non-registered products. You understand the life cycle of these products and have executed all of the requirements at each stage, including initiation, reporting, revisions, filing, payments / disbursements and overall management.  Your attention to detail is excellent and you are self-directed in determining priorities and carrying out the necessary tasks in a timely, complete and accurate fashion.  Because of your attention to detail, there are rarely any errors in your work and you are known to be very efficient in completing a high volume of transactions.   Your ability to apply sound judgement in determining an appropriate course of action with a file has been a key and noted strength in past performance.

Education/Experience:

  • University degree or college diploma, with three to five years of related banking experience.
  • Expert estate administration knowledge and experience, including probate and tax documents.
  • Strong knowledge of MS Office, specifically Excel.
  • Certification in estate planning, completion of the Canadian Securities Course (CSC) or the Investment Funds in Canada (IFIC) course would be considered an asset.

Employment Equity, Diversity & Inclusion at CUA:

CUA strives to achieve a workplace where opportunities are based on skills and abilities and recognizes the value that diversity brings.  We encourage applications from all qualified candidates, including those who identify as racially visible, indigenous, women in underrepresented roles, persons with disabilities and members of the LGBTQ+ community.  CUA supports candidates and employees with access and accommodation needs.  If you are selected for an interview and require a specific accommodation, please let us know and we would be happy to assist.

This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

Closing date for this opportunity is October 3, 2023.

Method of Applying: 

Please apply by submitting a resume to careers@cua.com as well as providing your salary expectations.   While we appreciate all submissions, only those considered for an interview will be contacted.  Thank you for your interest in joining the CUA Team!