Coordinator, Estate
2 weeks ago
**Location**:Toronto
**Salary Band**:3 $34,500 - $57,500
**Work Model**:Hybrid
**WHY JOIN THE CANADIAN CANCER SOCIETY (CCS)?**
The Canadian Cancer Society works tirelessly to save and improve lives. We fund the brightest minds in cancer research. We provide a compassionate support system for all those affected by cancer, from coast to coast and for all types of cancer. As the voice for Canadians who care about cancer, we work with governments to establish health policies to prevent cancer and better support those living with the disease. No other organization does all that we do to improve lives today and to change the future of cancer forever.
Help us make a difference. Visit cancer.ca today.
**COME AS YOU ARE**
**JOB OVERVIEW**
Reporting to the Senior Manager, Gift and Estate Administration, this position will work with the Estates Team and be responsible for the day-to-day administration and processing of active estate gifts for Ontario, the Prairies, and the Atlantic provinces.
**WHAT YOU’LL BE DOING**:
- The position provides expertise in the field of estate administration.
- Estate Administration of bequest gifts includes securities, trusts, annuities, life insurance, and other gifts for Ontario, Prairie, and Atlantic provinces.
- Manages administration of bequest gifts from initial estate notification to final distribution and closure, including input into Salesforce and SharePoint. Maintains and updates records and data in database according to established processes and protocols, including some scanning of documents.
- Assesses estate and gift issues including designation types, analyzes and coordinates with external parties, including legal counsel and other charity beneficiaries.
- Prepares Releases, cover letters and other legal documents for signature, in accordance with CCS Signing Authority Policy.
- Finance - deposits and tax receipts: Handles deposits to Finance/Gift Processing; handles tax receipt retrieval and accompanying correspondence.
- Keeps current on tax aspects of estates, trusts and other charitable gifts and informed about new legislation and revenue rulings affecting such gifts.
- Liaises with internal departments regarding estate gifts, including Finance, Gift Processing, among others.
- Demonstrated ability to interact comfortably with estate representatives including lawyers, trustees, family members and other professionals.
- Accountable for other job-related duties as assigned and for role modelling CCS’s values by demonstrating our values: courageous, united, caring and rigorous.
- Contribute to our culture of justice, belonging, equity, diversity, and inclusion by ensuring that all staff feel represented and heard regardless of their gender, age, religion, ethnicity, and nationality or race.
**QUALIFICATIONS**:
- Completion of related post-secondary education, or equivalent combination of education and experience.
- Excellent organizational and interpersonal skills.
- Highly developed customer service, communication, and problem-solving skills.
- Demonstrated ability to interact comfortably with estate representatives including lawyers.
- Shows initiative, tact, diplomacy, attention to detail and trustworthiness.
- Ability to manage multiple projects, while meeting deadlines and determining priorities.
- Outstanding verbal and written communication skills, including developing and building rapport with colleagues, lawyers, trust officers and family representatives, as well as listening, explaining and guiding others through estate administration processes.
- Ability to work independently and as a member of the team.
- Experience with Salesforce and SharePoint an asset.
- Contribute to our culture of justice, belonging, equity, diversity, and inclusion by ensuring that all staff feel represented and heard regardless of their gender, age, religion, ethnicity, and nationality or race.
**WHAT YOU CAN EXPECT FROM US**:
CCS offers meaningful opportunities to help make a difference in the lives of Canadians with cancer and their families. We are** **committed to fostering a culture that is inspiring, supportive and exemplifies our core values:
**COURAGEOUS UNITED CARING RIGOROUS**
In return for your skills and dedication, we offer an attractive compensation package that encompasses a competitive salary, excellent benefits and the opportunity to have a rewarding employment experience where your contributions can make a true difference every day.
**HOW TO APPLY**:
- Please note that in keeping with the mandate of CCS to model and promote healthy_ lifestyles, employees are not permitted to smoke in or about CCS premises or while carrying out CCS business._
**_ Privacy Disclosure_**
- Connect with us online_
**LinkedIn** | **Facebook** | **Twitter** | **YouTube**
**#IND**
**#LI-VL1**
**#LI-HYBRID
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