Estates Review Coordinator

4 weeks ago

Toronto, Canada The Salvation Army Full time

**About The Salvation Army**

**Mission Statement**

The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.

**Vision Statement**

We are an innovative partner, mobilized to share hope wherever there is hardship, building communities that are just and know the love of Jesus.

**Core Values**

The Salvation Army Canada and Bermuda has four core values:
**Hope**:We give hope through the power of the gospel of Jesus Christ.
**Service**:We reach out to support others without discrimination.
**Dignity**: We respect and value each other, recognizing everyone’s worth.
**Stewardship**:We responsibly manage the resources entrusted to us.

To learn more about the work of The Salvation Army (TSA), check us out at: The Salvation Army - About Us.

**About the Position**

The Estates Review Coordinator is responsible for the administration and processing of The Salvation Army Canada and Bermuda Territory’s interest in estates where we are named beneficiary. The Estates Review Coordinator maintains careful oversight of our estate administration processes and protocols and provides friendly and efficient customer service, occasionally requiring negotiation skills to maintain continued support for The Salvation Army. The Estates Review Coordinator is responsible for maintenance and review of estate records and coordinate the administration of incoming correspondence and documentation.

**KEY RESPONSIBILITIES**:
**Estate Administration**
- Process incoming estate correspondence for existing estates and new where required
- Determine priority action for new files, releases, or documentation that may be time-sensitive
- Opening file for estate gift, determining type of gift and thoroughly reviewing all documentation provided
- Prepare all correspondence and all follow-up requests
- Update donor data base and close out estate file upon final release
- Regularly review open estate files for the continued administration of the file in an effort to receive estate donations in a timely manner
- Ensure the timely process for interim and final distribution of estate donation

**Estate Allocation**
- Prepare for the monthly allocation of estate donations
- Work closely with Finance to ensure that all estate donations are prepared for allocation
- Prepare necessary documentation/back-up for monthly Legacy Allocation Committee meetings

***Data and Report**
- Estate database is current, entering data regarding funds received, fund allocations, actions, and communication
- Maintain detailed and accurate records of all estate gifts
- Invoice payment

**QUALIFICATIONS AND EDUCATION REQUIREMENTS**:

- Undergraduate University Degree/College Diploma. Estates Law Clerk designation an asset
- Recognized equivalents include: MTI/STI Estate and Trust Professional designation; experience working as a Trust Officer and/or Estates Administrator
- 3 years experience in Estate Administration
- Working knowledge of substantive and procedural aspects of Estates Administration in Canada
- Proficiency with database systems, Raiser’s Edge preferred, including queries and data review

**PREFERRED SKILLS/CAPABILITIES**:

- Excellent organizational & interpersonal skills. Takes initiative, displays tact, diplomacy, attention to detail and trustworthiness
- Appreciation and acceptance of the values of The Salvation Army, its Mission Statement and Fundraising Code of Ethics
- High standards of integrity, judgement and confidentiality
- Team player open to collaboration with colleagues at The Salvation Army and other charities
- Professional telephone manner, with exceptional customer service skills
- Demonstrated commitment to ongoing learning and professional development to stay informed about fundraising trends and the organization’s mission and objectives
- Friendly, with a strong passion for our donors and our mission

**Compensation**

**The Salvation Army will provide reasonable accommodation upon request. Please let us know if you have a need for any accommodation.**

Published

February 16, 2023

Location

Toronto

Job Type

Full-time

Competition #

23-11

Ministry Unit/Dept:
Development

Salary Range:
See posting for details

Address:
2 Overlea Blvd

Posting Expires:
March 06, 2023

Applications Accepted By:

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