Senior Manager, Trusts & Estates
Core
Oversee administrative support of bequest files, interact with attorneys and fiduciaries, and manage a team to process estate gifts for an animal welfare organization.
Role type
Senior Manager, Trusts & Estates
Builds
Bequest administration workflows and team operations
Domain
Non-profit / Estate Planning / Legal Administration
Deliverable
client delivery
Required skills
Estate file management, attorney/fiduciary liaison, team management, will interpretation, accounting statement review, Microsoft Office proficiency, donor database management
Preferred skills
Experience in Private Wealth, self-motivation, conflict escalation
Technologies
Microsoft Office, internal bequest database
Responsibilities
Review bequest correspondence and update internal database; Open new estate files and correspond with attorneys and fiduciaries; Process invoices from outside counsel and maintain legal fee calculations; Manage a team of three employees; Follow up with delinquent estate and trust files; Discuss donor recognition opportunities with attorneys and families.
Seniority
Senior, hands-on IC with team management