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Estate Manager (2 openings)

Humane Society of the United States

Humane Society of the United States

United States







Middle or junior management

Mgmt responsibilities: 


Date posted:



About the Role

In this position you will provide day-to-day management and administration of the organizations and affiliates’ portfolio of active estates and trusts, which are subject to an annual review by outside auditors.

You will be responsible for:
• Preparing and processing initial contact correspondence and responding to routine requests for information. Reviewing receipts, releases, refunding bonds, claim forms, etc., requesting additional information, correcting errors, and/or making/suggesting revisions. Completing document(s), securing appropriate signature(s), add attachments, if any, and return originals. Monitoring estate/trust activity from notification through closure;
• Reviewing and analyzing estate documents, including wills, trusts, notices, petitions, pleadings, correspondence, insurance/annuity claim forms, accountings, etc., to determine the organization’s and/or affiliates’ interests and potential receivables. Requesting additional information from executors, trustees, attorneys, etc., as necessary. Identifying any potential issues and informing Senior Associate General Counsel;
• Partnering with other team members, assisting with opening new initial files, including ROI database file. Assisting with organizing and managing estates administration and bequest income records and files and updating ROI database as necessary;
• Drafting responses for non-routine estates and trusts-related matters for review by Senior Associate General Counsel;
• Assisting Estate Assistant and/or the Planned Gifts and Estates team with preparing and processing weekly deposits. Reporting required information to the CFO, GC, Accounting Department, and/or other departments or affiliates. Assisting Senior Estate Manager with report(s) to CEO, CFO, GC, and Accounting Department as requested;
• Assisting with reviewing and responding to internal inquiries to determine if checks received and/or deposited are from an estate, trust, annuity, etc.;
• Assisting Senior Estate Manager in the preparation of biannual certifications and Corporate Authorization for the organization and each affiliate. Assisting Senior Estates Manager with coordination of matters related to annual review by outside auditors;
• Assisting with departmental staff training;
• Performing other duties and responsibilities as assigned.

About the Organisation

The humane society we envision for animals will also be a better world for people, and it’s only through human efforts that we’ll get where we want to go. Because our advocacy is driven by people, we’re strongest when our people are empowered and valued. A work environment that fosters inclusion and collaboration energizes our teams, drives better thinking and makes our impact for animals more sustainable. Working with communities and stakeholders around the world, we integrate a wide range of cultural perspectives in our approach to create a humane and sustainable world for all animals. We are committed to advancing diversity, equity and inclusion in every aspect of our work and at all levels of our organization. We recognize and respect the full spectrum of human qualities, so that the unique talents of all employees are dignified with equitable access to opportunities and an ability to contribute to our mission.

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