Trust and Estate Administrator

7 days ago

Rancho Palos Verdes, United States The Salvation Army Territorial Headqrtrs THQ Full time

**DEPARTMENT: GIFT SERVICES DEPARTMENT**

**POSITION TITLE: TRUST AND ESTATE ADMINISTRATOR**

**STATUS: EXEMPT - Full Time**

**PAY RANGE: $74,000 - $85,000**

**MISSION STATEMENT**

The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by love for God. Its mission is to preach the gospel of Jesus Christ and meet human needs in his name without discrimination.

**SCOPE OF POSITION**

Provide appropriate estate administration services as assigned. Process trust and estate gifts with accurate and timely identification, valuation and disposition of assets. Oversee the sale of real property as needed. Work independently but always under the direct supervision of the Executive Director, Gift Services.

**EDUCATION AND WORK EXPERIENCE**
- College education or paralegal certification from an ABA certified school, preferred
- Minimum five years’ experience in probate and trust administration, accounting, finance, banking or legal background, preferred

**SOFTWARE-RELATED SKILLS**

Proficiency in Microsoft Outlook, Word, Excel, Access and Power Point is desired. Ability and willingness to learn new software programs and databases required.

**KNOWLEDGE, SKILLS AND ABILITIES REQUIRED**
- Understanding of legal terminology and concepts of probate and estate administration process
- Understanding of basic accounting methods and procedures
- Must be detail oriented with the ability to produce accurate and complete work
- Excellent oral and written communication skills, including spelling and grammar
- Ability to initiate correspondence and communicate complex issues
- Excellent telephone skills
- Excellent customer service skills and mindset
- Ability to think independently
- Ability to identify key issues and concerns relative to estate matters requiring escalation to management
- Ability to perform thorough self-review and strong attention to detail
- Ability to manage multiple projects to completion on a timely basis
- Ability to work in a fast-paced environment and maintain poise under pressure
- Possess proficient and accurate typing skills
- Ability to research information
- General knowledge of business protocols

**ESSENTIAL DUTIES AND RESPONSIBILITIES**
- Execute and process all matters pertaining to trusts and estates
- Enter tasks in the Gift and Estate Management system (GEMS) and ensure timely follow up for all estate files
- Initiate new gift set up and maintain accurate and complete data in each gift
- Create assets and valuations in GEMS in accordance with Financial Accounting Standards Board (FASB) requirements and TSA policy, including Portfolio Valuations for Outside Managed Trusts
- Create distribution formulas for estate gifts according to TSA policy
- Review incoming mail pertaining to assigned gifts and handle appropriately and timely
- Create and maintain accurate, timely and complete notes in GEMS database pertaining to estate matters
- Create and maintain current tasks for all assigned gifts
- Monitor workflow and use GEMS task and reporting tools to ensure estate matters are handled in an accurate and timely manner
- Initiate correspondence
- Review estate accountings to ensure fees are appropriate and TSA is receiving the correct distribution
- Review attorney receipts for appropriateness and execute / return them in a timely manner
- Work with external vendors in the liquidation of assets and accounts gifted to The Salvation Army.
- Collect information from various sources (field staff, trustees, executors, title companies, real estate brokers, financial institutions, appraisers, etc.) and analyze information to determine market value, environmental issues, etc.
- Obtain Broker’s Market Analysis and research title and cure title defects as necessary, coordinating with title companies and county, state and federal agencies.
- Draft Gift Services Committee and Property Council items for review and acceptance of assets.
- Oversee transfer of assets, including the drafting of required legal documents, tax forms, change of ownership, recording of deeds, conveyances, title insurance and insurance procurement as necessary.
- Assist with the review of listing and purchase and sale agreements, counter offers and oversee escrow process through closing, including examination of escrow instructions for accuracy. Responsible for managing income and expenses of all real estate assets, including promissory notes secured by deeds of trust.
- Write up items for review by the Gift Services Committee
- Answer incoming calls from field personnel and advisors and determine the most appropriate resolution
- Respond to inquiries in a courteous and expedient manner and perform research as necessary
- Assist in the development of policies and procedures related to estate processing
- Serve as a backup to others in the Gift Services Department as necessary
- Perform other special projects and administra

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