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.What You’ll DoThe 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 WorkThis 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 GetCompensationStarting 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 BenefitsAt 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 AdministrationReview bequest correspondence and update internal bequest databaseOpen new estate files and correspond with attorneys and fiduciariesReview correspondence and accounting statements; elevate potential litigation or problem files to Senior Director, Trusts & EstatesProcess 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 stockAccurately record revenue for reporting to the Planned Giving and Finance DepartmentsCollaborate with Trusts & Estates Administrator on non-probate giftsEstate Communication and CorrespondenceFollow up with delinquent estate and trust files via correspondence and telephone contactsMonitor 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 & EstatesCommunicate with other estate representatives on behalf of the Senior Director, Trusts & Estates as neededDiscuss donor recognition opportunities with attorneys, fiduciaries, and decedents’ families to honor bequest giftsStaff ManagementManage 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 requiredComfort and experience with learning new applications and software programs on a regular basis, including the ability to learn donor software, requiredAbility to use and run reports on internal bequest databaseAbility to present information clearly in oral and written formSelf-starter with motivation to manage a busy workload and identify ways to improve efficiency throughout the teamStrong organizational skills, with the ability to manage multiple tasksStrong attention to detailExcellent judgment and discretion, especially regarding sensitive and confidential mattersAbility to self-motivate and work independently as well as work collaboratively with all levels of staffAbility to effectively hire and manage staffAbility to exemplify ASPCA’s core values and behavioral competenciesEducation and Work Experience:Bachelors degree or equivalent experience required3 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, requiredExperience reading wills, including assessing next steps and documenting them appropriately, requiredExperience reviewing accounting statements and noting key details requiredExperience working within a fast-paced environment required1 year experience managing staff requiredLanguage:English (Required)Education and Work Experience:BachelorsSummaryLocation: New York, NY - 8th AvenueType: Full time