Day to day administration and communication relating to estates and trusts, working under supervision of Estate and Trust Counsel to communicate, follow-up on, organize and oversee estate and trust bequests. Communicate with attorneys, trustees, chapters, fiduciaries to track and move forward bequests and estate/trust matters; review and summarize estate/trust matters; independently update and maintain records/spreadsheet of vital estate/trust and financial information and originate monthly report for chapters on estate/trust matters; report to finance department and prepare financial pledges of bequests for approval.
Essential Job Functions
Maintain and independently update all aspects of day to day administration of estate/trust matters including, but not limited to, critique and summarize estate/trust documents received (wills and trusts), court filings, trust statements and accountings; gift processing and tracking, maintain detailed and accurate file information and current statuses in open estate spreadsheet and constituent management database; oversee security of confidential donor and other legal records.
Communicate and work independently with chapters, attorneys, trustees, fiduciaries, and other professionals/colleagues to facilitate probate and trust administration proceedings and expedite partial and final distribution of planned gifts to the Association. Ensure all records/files have proper documents and meet independent audit requirements.
Produce monthly file status report for chapters and maintain gift records for periodic reporting.
Review estate and trust accountings, provide finance department with planned gift accounting information, including pledges, write-offs, and periodic reports.
Build and maintain amicable relationships with Association colleagues and chapters.
Associate's Degree, Bachelor's Degree and/or paralegal certificate a plus.
2-3 years of office experience, with law firm experience and/or nonprofit experience desirable
Experience working with estates, trusts and probate and trust administration.
Additional financial, accounting, bookkeeping or other mathematical experience.
Proficient in Microsoft Word and Excel, and experience with a donor database system desirable.
Ability to meet deadlines and self-motivated.
High degree of accuracy and attention to details, excellent organizational skills, with an ability to multi-task and handle a large workload with minimal supervision.