Trust and Estate Manager

Humane World•Washington, DC

2d•Onsite

About The Position

Humane World for Animals, a global leader in animal advocacy and protection, is seeking a Trust and Estate Manager for the Office of the General Counsel. In this position you will provide day-to-day management and administration of the organization’s portfolio of active estates and trusts, which are subject to an annual review by outside auditors.

Requirements

Bachelor’s degree in a related field, formal paralegal training, paralegal certificate, or equivalent work experience preferred.
Three (3) years of experience in a law firm, nonprofit or corporate legal office, bank, or trust department dealing with a very large and complex workload preferred.
Proven ability to interpret wills, trusts, notices, petitions, pleadings, correspondence, telephone calls, emails, etc., to determine Humane World’s and/or its affiliates’ interest.
Excellent, comprehensive understanding of probate and estate administration procedures.
Ability to recognize and highlight areas of concern in wills, trust documents, probate pleadings, and estate administration documents and report to Senior Associate General Counsel.
Ability to maintain confidentiality of matters being handled, including financial and tax information, and to use the utmost discretion in carrying out duties.
Demonstrated critical thinking and analytical skills, as well as the ability to handle complex situations and demonstrate sound judgment and problem-solving.
Demonstrated ability to be proactive and self-motivated in completing assigned responsibilities.
Organizational, project, and priority management skills for planning, executing, and following up on issues, projects, and daily responsibilities to meet established deadlines.
Attention to detail and commitment to excellence demonstrated by the delivery of quality and timely outcomes.
Strong problem-solving skills with the ability to manage multiple and often changing priorities and issues of varying complexity, while meeting time sensitive deadlines and deliverables.
Must be highly organized, have extraordinary attention to detail, and able to work in a fast-paced environment with minimal supervision.
Ability to confidentially manage several priorities daily, be adaptable, creative, self-motivated, discrete, and accommodate frequent changes in priorities.
Ability to use intelligence and sound judgment in making independent, effective decisions within limits of established routines.
Ability to work independently and as part of team.

Responsibilities

Prepare and process initial contact correspondence and respond to routine requests for information.
Review receipts, releases, refunding bonds, claim forms, etc., requesting additional information, correcting errors, and/or making/suggesting revisions.
Complete document(s), secure appropriate signature(s), add attachments, if any, and return originals.
Monitor estate/trust activity from notification through closure.
Review and analyze estate documents, including wills, trusts, notices, petitions, pleadings, correspondence, insurance/annuity claim forms, accountings, etc., to determine the organization’s and/or affiliates’ interests and potential receivables.
Request additional information from executors, trustees, attorneys, etc., as necessary.
Identify any potential issues and inform Senior Associate General Counsel.
In partnership with other team members, assist with opening new initial files, including ROI database file.
Assist with organizing and managing estates administration and bequest income records and files and updating ROI database as necessary.
Draft responses for non-routine estates and trusts-related matters for review by Senior Associate General Counsel.
Assist with preparing and processing weekly deposits.
Report required information to the CFO, GC, Accounting Department, and/or other departments or affiliates.
Assist Senior Estate Manager with report(s) to CEO, CFO, GC, and Accounting Department as requested.
Assist with reviewing and responding to internal inquiries to determine if checks received and/or deposited are from an estate, trust, annuity, etc.
Assist with coordination of matters related to annual review by outside auditors, and with departmental staff training.
Perform other duties and responsibilities as assigned.