Senior Manager, Trusts & Estates

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

Benefits offered by this job

Health coverage

Flexible time off

401(k) with match

Job summary

The ASPCA is seeking a Senior Manager, Trusts & Estates, to oversee bequest administration, interact with attorneys and fiduciaries, and lead a three-person team. This role reports to the Senior Director, Trusts & Estates, and operates in a hybrid model with NYC on-site requirements.

Responsibilities include reviewing bequest correspondence, open new estate files, and ensuring accurate revenue recording for reporting to Planned Giving and Finance.

Qualifications

• Proficiency with Microsoft Office, including Word and Excel required.
• Comfort and experience with learning new applications and software programs on a regular basis, including the ability to learn donor software, required.
• Ability to use and run reports on internal bequest database.
• Ability to present information clearly in oral and written form.
• Self-starter with motivation to manage a busy workload and identify ways to improve efficiency throughout the team.
• Strong organizational skills, with the ability to manage multiple tasks.
• Strong attention to detail.
• Excellent judgment and discretion, especially regarding sensitive and confidential matters.
• Ability to self-motivate and work independently as well as work collaboratively with all levels of staff.
• Ability to effectively hire and manage staff.
• Ability to exemplify ASPCA’s core values and behavioral competencies.

Responsibilities

• 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.
• 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.
• 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

Self-motivation

Strong organizational skills

Attention to detail

Excellent judgment

Independent work

Education

Bachelor's degree or equivalent experience

3 years of experience in Trust & Estates

Tools

Microsoft Office (Word, Excel)

Internal bequest database

Donor software

Job description

Summary:

Funding plays a critical role in allowing the ASPCA to achieve our mission of preventing cruelty to animals. Bequest revenue continues to grow annually, with an increasing number of files under management. The Senior Manager, Trust & Estates, will play a critical role in helping ensure these generous donations advance our lifesaving work and create meaningful change for animals.

What You’ll Do:

• The Senior Manager, Trusts & Estates, will oversee administrative support of bequest files, interact with attorneys and fiduciaries, and manage a team. The Senior Manager will also elevate potential litigation or other issues to the Senior Director, Trusts & Estates.


• The Senior Manager reports directly to the Senoir Director, Trusts & Estates, and has 3 direct reports.

Where and When You’ll Work:

• This is a hybrid position that provides the ability to work remotely up to four days per week, with approximately one day per week commuting on-site to our New York City location on 8th Avenue.


• Ability and willingness to travel up to 5% annually, as needed.

What You’ll Get:

Compensation

Starting pay for the successful applicant will depend on a variety of factors, including but not limited to education, training, experience, location, business needs, internal equity, market demands or budgeted amount for the role. The target hiring range for this role is $108,000 - $113,000 annually. The maximum of the hiring range is reserved for candidates with the highest qualifications and relevant experience. The expected hiring salary range for this role is set forth below and may be modified in future.

• $108,000 - $113,000 annually

Benefits

At the ASPCA, you don’t have to choose between your passion and making a living. Our comprehensive benefits package helps ensure you can live a rewarding life at work and at home. Our benefits include but are not limited to:

• Affordable health coverage, including medical, employer-paid dental and optional vision coverage.


• Flexible time off that includes vacation time, paid personal time, sick time, bereavement time, paid parental leave, and 10 company paid holidays that allows you even more flexibility to observe the days that mean the most to you.


• Competitive financial incentives and retirement savings, including a 401(k) plan with generous employer contributions — we match dollar-for-dollar up to 4% and provide an additional 4% contribution toward your future each year.


• Robust professional development opportunities including classes, on-the-job training, coaching and mentorship with industry-leading peers, internal mobility, opportunities to support in the field and so much more.

Responsibilities

Responsibility buckets are listed in general order of importance. They include, but are not limited to:

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


• Processinvoices from outside trust and estate counsel hired torepresentthe ASPCA andmaintaincalculations oflitigation 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).

Qualifications

• Proficiency with Microsoft Office, including Word and Excel required


• Comfort and experience with learning new applications and software programs on a regular basis, including the ability to learn donor software, required


• Ability to use and run reports on internal bequest database


• Ability to present information clearly in oral and written form


• Self-starter with motivation to manage a busy workload and identify ways to improve efficiency throughout the team


• Strong organizational skills, with the ability to manage multiple tasks


• Strong attention to detail


• Excellent judgment and discretion, especially regarding sensitive and confidential matters


• Ability to self-motivate and work independently as well as work collaboratively with all levels of staff


• Ability to effectively hire and manage staff


• Ability to exemplify ASPCA’s core values and behavioral competencies

Education and Work Experience

• Bachelors degree or equivalent experience required


• 3 years of experience as a Trust & Estate paralegal, or working within the Trust & Estates department (or the equivalent, i.e. Private Wealth) of a law firm, required


• Experience reading wills, including assessing next steps and documenting them appropriately, required


• Experience working within a fast-paced environment required


• Experience managing staff required


• Experience reviewing accounting statements and noting key details highly preferred

Language

English (Required)

Education and Work Experience

Bachelors

About Us

The ASPCA was founded in 1866 on the belief that animals are entitled to kind and respectful treatment by humans and must be protected under the law. As a 501(c)(3) not-for-profit corporation with more than two million supporters nationwide, the ASPCA is committed to preventing cruelty to dogs, cats, equines, and farm animals throughout the United States.

The ASPCA is headquartered in New York City, where we maintain a full-service animal hospital, spay/neuter clinic, mobile spay/neuter and primary pet care clinics, a rehabilitation center for canine victims of cruelty, kitten nursery, adoption center, and two community veterinary centers.

The ASPCA also operates programs and services that extend nationwide. We assist animals in need through on-the-ground disaster and cruelty interventions, behavioral rehabilitation, animal placement, legal and legislative advocacy, and the advancement of the sheltering and veterinary community through research, training, and resources.

At the ASPCA, we are committed to fostering a collaborative and compassionate culture and we welcome all voices to contribute to our lifesaving mission. Our staff represent a vast array of backgrounds and diversity dimensions, bringing with them valuable experiences and perspectives. They join the ASPCA to learn, grow, and continually do their best work on behalf of animals. We are inspired by our staff, partners, and the communities we support across the country who work to improve animal lives. We are committed to diversity, equity, and inclusion at the ASPCA because it elevates our organizational culture, aligns with our Core Values, and enables us to move further and faster toward the ASPCA’s vision – that all animals live good lives; valued by society, protected by its laws, and free from cruelty, pain and suffering.

Our EEO Policy

The ASPCA is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, national origin, ancestry, gender, gender identity or expression, age, marital or domestic partner status, citizenship status, sexual orientation, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state or local laws, regulations or ordinances. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the ASPCA’s standard application process, which will ensure an equal employment opportunity without imposing undue hardship on the ASPCA. Please inform the ASPCA’s People Team if you need an accommodation in order to complete any forms or to otherwise participate in the application process. Individuals seeking employment are considered without regards to race, color, creed, religion, sex, national origin, ancestry, gender, gender identity or expression, age, marital or domestic partner status, citizenship status, sexual orientation, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state or local laws, regulations or ordinances. ASPCA is an Equal Opportunity Employer (M/F/D/V).

Applicant Notices

Applicants have rights under federal employment laws: Equal Employment Opportunity; Employee Polygraph Protection Act (EPPA); Family and Medical Leave Act (FMLA); Uniformed Services Employment Reemployment Rights Act (USERRA). Candidates residing in AZ, CA, CO, Flagstaff (AZ), IL, IN, Los Angeles (CA), Los Angeles County (CA), MA, ME, ND, NJ, NM, NYC, OR, Philadelphia (PA), RI, San Francisco (CA), TN, and WI should click here for additional information about general applicant notices.