Senior Manager, Trusts & Estates

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.

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.

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.

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 is for new hire offers only, and staff compensation may increase beyond the maximum hiring range based on performance over time. 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 the future. The target hiring range for this role is $108,000 - $113,000 annually.

• 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.

• 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…