Charity Trust Officer: Gift Administration Expert

3 days ago

Vancouver, British Columbia, Canada Brainhunter Systems Ltd Full time

About the Opportunity

This role is an exciting opportunity for a skilled trust officer/administrator to join our team and contribute to the administration of gifts made through estates, trusts, registered accounts, annuities, and life insurance policies. You will work closely with stakeholders, including Gift Planning Advisors (GPAs) and families in the planning phases of making future gifts.

Key Responsibilities

  • You will be responsible for managing the associated processes, helping to prepare the annual revenue budget, and providing regular reports.
  • Develop and steward relationships between legacy giving/estate related stakeholders and our organization with a view to increasing future planned giving opportunities.
  • Proactive outreach and engagement with the GPA community to build awareness and engage them with our organization, supporting enquiries from both donors and advisors regarding technical assistance around the planning of gifts, and looking for opportunities to connect appropriate prospects to our development teams.

The Qualifications

  • A degree or diploma from a recognized post-secondary institution plus 5-7 years recent experience as a trust officer/administrator or as an estate administrator for a charity, or an equivalent combination of education, training, and experience.
  • A clear knowledge and understanding of the Canadian tax system, estate planning, and various gifting vehicles is required.

Core Knowledge & Skills

  • A high level of technical knowledge in the administration of gifts made through wills, trusts, registered accounts, annuities, and life insurance policies, as well as the tax implications of charitable gifts generally.
  • Demonstrated ability to develop and maintain professional relationships that are outcome-driven.
  • Familiarity with financial management, including budgeting, reporting, and monitoring is essential.
  • Displays compassion and mature judgment.
  • Highly developed listening skills, as well as excellent verbal and written communication skills.
  • Demonstrated ability to work independently, take initiative, and be fully responsible and accountable for the accurate, timely, and effective performance of activities within the assigned portfolio.
  • Strong project management skills and an ability to work simultaneously on a variety of complex projects with tight deadlines are required.
  • Strong computer literacy, including competency in the use of fundraising software programs, preferably Raiser's Edge, and the Microsoft Office suite is necessary to be successful in this role.

Compensation and Benefits

  • The estimated salary range for this role is $65,000-$87,500 based on industry standards and location.
  • We offer a comprehensive benefit package, including coverage for health, dental, vision, and various paramedical services, plus participation in the Employee & Family Assistance Program.
  • Participation in the Municipal Pension Plan is also available.

Our Commitment to Diversity & Inclusion

We are committed to fostering, cultivating, and preserving a culture of diversity & inclusion. All qualified applicants will receive consideration for employment regardless of age, ethnicity, gender identity or expression, language, national or Indigenous origin, family or marital status, physical and mental ability, political affiliation, race, religion, sexual orientation, or socio-economic status.

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