Bequest & Estates Program Manager (Hybrid)

aspca; New York (NY); Hybrid; USD 108,000 - 113,000; Full time

Benefits offered by this job

Health, dental, vision coverage

Flexible time off

401(k) with employer contributions

Job summary

The ASPCA is seeking a Senior Manager, Trusts & Estates, to oversee bequest files, interact with attorneys and fiduciaries, and lead a team of three. The role reports to the Senior Director, Trusts & Estates and will elevate complex issues as needed.

This hybrid position offers remote work up to four days per week with one day on-site at our New York City location on 8th Avenue. Travel up to 5% annually is also expected. The target hiring range is $108,000 - $113,000 annually.

Qualifications

• Proficiency with Microsoft Office, including Word and Excel.
• Ability to learn donor software and new applications regularly.
• Ability to run reports on internal bequest database.
• Ability to present in

Responsibilities

• Bequest Administration
• Review bequest correspondence and update internal bequest database
• Open new estate files and correspond with attorneys and fiduciaries
• Review correspondence and accounting statements; elevate potential litigation or problem files to Senior Director, Trusts & Estates
• Process invoices from outside trust and estate counsel hired to represent the ASPCA and maintain calculations of litigation file legal fees
• Assist the Data team in the processing of checks, wires, and stock
• Accurately record revenue for reporting to the Planned Giving and Finance Departments
• Collaborate with Trusts & Estates Administrator on non-probate gifts
• Estate Communication and Correspondence
• Follow up with delinquent estate and trust files via correspondence and telephone contacts
• Monitor the general Trusts & Estates telephone and email line to respond to communications and inquiries from trusts and estates professionals and individual fiduciaries; use critical judgment to answer inquiries and/or refer questions to the Senior Director, Trusts & Estates
• Communicate with other estate representatives on behalf of the Senior Director, Trusts & Estates as needed
• Discuss donor recognition opportunities with attorneys, fiduciaries, and decedents' families to honor bequest gifts
• Staff Management
• Manage a team of three employees to succeed in their role by communicating clear expectations, providing oversight on their work, providing opportunities for learning and development and building positive and trusting relationships.
• Support your direct reports by holding regular effective feedback conversations, career conversations, annual performance evaluations and ongoing check-in conversations with each team member on a cadence that's appropriate for their role(s).

Skills

MS Office

Donor software adaptation

Bequest database reporting

Presentation skills

Tools

Donor software

Job description

The ASPCA is seeking a Senior Manager, Trusts & Estates, to oversee bequest files, interact with attorneys and fiduciaries, and lead a team of three. The role reports to the Senior Director, Trusts & Estates and will elevate complex issues as needed.

This hybrid position offers remote work up to four days per week with one day on-site at our New York City location on 8th Avenue. Travel up to 5% annually is also expected. The target hiring range is $108,000 - $113,000 annually.