Job Description

Description

Mission Statement The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.

Vision Statement We are an innovative partner, mobilized to share hope wherever there is hardship, building communities that are just and know the love of Jesus.

Core Values The Salvation Army Canada and Bermuda has four core values:

Hope: We give hope through the power of the gospel of Jesus Christ.
Service: We reach out to support others without discrimination.
Dignity: We respect and value each other, recognizing everyone's worth.
Stewardship: We responsibly manage the resources entrusted to us.

The Estate Administration Coordinator is responsible for the administration and processing of The Salvation Army Canada and Bermuda Territory's interest in estates where we are named beneficiary. The Estate Administration Coordinator maintains careful oversight of our estate administration processes and protocols and provides friendly and efficient customer service, occasionally requiring negotiation skills to maintain continued support for The Salvation Army. The Estate Administration Coordinator is the first point of contact when notified of new estate gifts, they assist in reporting and preparation of correspondence and documentation.

KEY RESPONSIBILITIES:

Estate Administration

• Process all incoming estate correspondence
• Determine priority action for new files, releases, or documentation that may be time-sensitive
• Opening file for estate gift, determining type of gift and thoroughly reviewing all documentation provided
• Prepare all correspondence and all follow-up requests
• Update donor data base and close out estate file upon final release
• Regularly review open estate files for the continued administration of the file in an effort to receive estate donations in a timely manner
• Ensure the timely process for interim and final distribution of estate donation

Estate Allocation

• Prepare for the monthly allocation of estate donations
• Work closely with Finance to ensure that all estate donations are prepared for allocation
• Prepare necessary documentation/back-up for monthly Legacy Allocation Committee meetings

Data and Report

• Estate database is current, entering data regarding funds received, fund allocations, actions, and communication
• Maintain detailed and accurate records of all estate gifts
• Invoice payment

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• Undergraduate University Degree/College Diploma preferably with an Estates Law Clerk designation
• Recognized equivalents include: MTI/STI Estate and Trust Professional designation; experience working as a Trust Officer and/or Estates Administrator
• 3 years experience in Estate Administration
• Working knowledge of substantive and procedural aspects of Estates Administration in Canada
• Proficiency with database systems, Raiser's Edge preferred, including queries and data review
• Proficiency in Microsoft Office applications (Word, Excel, Access, Publisher, PowerPoint) and general office equipment

PREFERRED SKILLS/CAPABILITIES:

• Excellent organizational & interpersonal skills. Takes initiative, displays tact, diplomacy, attention to detail and trustworthiness
• Appreciation and acceptance of the values of The Salvation Army, its Mission Statement and Fundraising Code of Ethics
• High standards of integrity, judgement and confidentiality,
• Team player open to collaboration with colleagues at The Salvation Army and other charities
• Professional telephone manner, with exceptional customer service skills
• Demonstrated commitment to ongoing learning and professional development to stay informed about fundraising trends and the organization's mission and objectives
• Friendly, with a strong passion for our donors and our mission

The Salvation Army will provide reasonable accommodation upon request. Please let us know if you have a need for any accommodation.

We thank all applicants, however, only those candidates to be interviewed will be contacted. Internal Applicants, must advise your managing supervisor of your intentions prior to submitting your application.