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Manager, Estates & Trusts

Washington, DC, USA Req #241
Tuesday, July 9, 2019
 

The Humane Society of the United States (HSUS), the nation’s most effective animal protection organization, is seeking a Manager, Estates and Trust for the Office of the General Counsel. The primary purpose of this role is to provide day-to-day management and administration of HSUS and HSUS affiliates portfolio of active estates and trusts, and subject to annual review by HSUS’s outside auditors. 

This position will be responsible for:

 

  • Reviewing and analyzing estate documents to determine HSUS’s and/or HSUS affiliates’ interests and potential receivables;

  • Identifying any potential issues and informing Senior Associate General Counsel and/or Senior Manager, Estates and Trusts;

  • Reviewing and analyzing various forms of accountings and using the information to project potential receivables as well as requesting additional information from executors, trustees, attorneys, etc., as necessary;

  • Preparing and processing initial correspondence and responding to routine requests for information;

  • Monitoring estate/trust activity from notification through closure;

  • Reviewing receipts, releases, refunding bonds, claim forms, etc., requesting additional information, correcting errors, and/or making/suggesting revisions;

  • Completing document(s), securing appropriate signature(s), adding attachments, and returning originals;

  • Updating paper and database files with all relevant new information;

  • Drafting responses for non-routine estates and trusts-related matters for review;

  • Organizing and managing estates administration and bequest income records and files;

  • Preparing and processing weekly deposits;

  • Reporting required information to the CFO and/or Accounting Department, and/or other departments or affiliates;

  • Providing information to Senior Manager, Estates and Trusts for report to CEO, CFO, and Accounting Department as requested or based upon pre-established guidelines;

  • Assisting with coordination of matters related to annual review by outside auditors;

  • Receiving and processing incoming mail when necessary;

  • Handling other estate-related paraprofessional tasks.      

Qualifications and Requirements:

 

  • High school diploma and either formal paralegal training or equivalent experience required;

  • Minimum of seven years’ experience in a law firm, nonprofit or corporate legal office, bank or trust department dealing with a very large and complex workload required;

  • Proven ability to interpret wills, trusts, notices, petitions, pleadings, correspondence, telephone calls, emails, etc., to determine HSUS’s and/or its affiliates’ interest;

  • Ability to recognize and highlight areas of concern to HSUS and/or HSUS affiliates in wills, trust documents, probate pleadings, and estate administration documents;

  • 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 in order 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;

  • Excellent, comprehensive understanding of probate and estate administration procedures;

  • Must be highly organized, have extraordinary attention to detail, and able to work in a fast-paced environment with minimal supervision;

  • Ability to efficiently manage several priorities daily, be adaptable, creative, self-motivated, and accommodate frequent changes in priorities;

  • Ability to maintain confidentiality of matters being handled, including financial and tax information, and to use the utmost discretion in carrying out duties;

  • Ability to use intelligence and sound judgment in making independent, effective decisions within limits of established routines;

  • Excellent knowledge and utilization of the English language, oral and written.  Excellent math skills;

  • Ability to communicate successfully, effectively, and diplomatically with people of all educational and experience levels;

  • Proficient in the latest version of Microsoft Office, particularly Microsoft Word and Excel.  Ability to create, update, and modify records in a ROI database application;

  • Ability to manage entire estate/trust portfolio for short periods in absence of other staff;

  • Ability to work both independently and as an effective team member.

     

     

When applying, please upload your cover letter and resume together as one document.

This position is located in Washington, DC.
 

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identify, disability, marital or parental status, or protected veteran status. EOE

 

  • Washington, DC, USA