Talent.com
Estate Manager - 2 openings
Estate Manager - 2 openingsHumane Society of the United States • Washington, DC, United States
Estate Manager - 2 openings

Estate Manager - 2 openings

Humane Society of the United States • Washington, DC, United States
18 days ago
Job type
  • Full-time
Job description

The general salary range for this position is $70,000-$83,000. Salary offers will be commensurate with experience, qualifications, skills, training and education.

The Humane Society of the United States (HSUS), the nation’s most effective animal protection organization, is seeking two (2) Estate Managers for our growing team within the Office of the General Counsel. 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.

Qualifications and Requirements :

  • Bachelor’s degree in a related field, formal paralegal training, or equivalent work experience required;
  • A minimum of seven (7) years’ experience in a law firm, nonprofit or corporate legal office, bank or trust department dealing with a very large and complex workload required;
  • Proven ability to interpret wills, trusts, notices, petitions, pleadings, correspondence, telephone calls, emails, etc., to determine HSUS’s and / or its affiliates’ interest;
  • Excellent, comprehensive understanding of probate and estate administration procedures;
  • Ability to recognize and highlight areas of concern in wills, trust documents, probate pleadings, and estate administration documents and report to Senior Associate General Counsel;
  • Ability to maintain confidentiality of matters being handled, including financial and tax information, and to use the utmost discretion in carrying out duties;
  • Demonstrated critical thinking and analytical skills, as well as the ability to handle complex situations and demonstrate sound judgment and problem-solving;
  • Demonstrated ability to be proactive and self-motivated in completing assigned responsibilities;
  • Organizational, project, and priority management skills for planning, executing, and following up on issues, projects, and daily responsibilities to meet established deadlines;
  • Attention to detail and commitment to excellence demonstrated by the delivery of quality and timely outcomes;
  • Strong problem-solving skills with the ability to manage multiple and often changing priorities and issues of varying complexity, while meeting time sensitive deadlines and deliverables;
  • Must be highly organized, have extraordinary attention to detail, and able to work in a fast-paced environment with minimal supervision;
  • Ability to confidentially manage several priorities daily, be adaptable, creative, self-motivated, discrete, and accommodate frequent changes in priorities;
  • Ability to use intelligence and sound judgment in making independent, effective decisions within limits of established routines
  • Ability to work independently and as part of a team.
  • This position is located in Washington, DC

    Please submit your resume and cover letter as one document.

    Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, and disability, marital or parental status or protected veteran status. EOE

    #J-18808-Ljbffr

    Create a job alert for this search

    Opening Manager • Washington, DC, United States

    Related jobs
    Property Manager

    Property Manager

    Transwestern • Rockville, MD, US
    Full-time
    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on ...Show more
    Last updated: 30+ days ago • Promoted
    Tax Manager, CPA - Real Estate - REMOTE

    Tax Manager, CPA - Real Estate - REMOTE

    RES Consultant Group • Washington, DC, United States
    Remote
    Full-time
    Our client, a CPA firm focused on building a flexible workplace, is looking for a Remote Tax Manager with Real Estate and Construction industry experience to join their team.Recent CPA Firm experie...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Branch Manager

    Assistant Branch Manager

    First National Bank of Pennsylvania • Alexandria, VA, United States
    Full-time
    Make a difference - for us and for your future.This position is primarily responsible for consistently meeting any and all customer asks within the retail branch environment and assisting with the ...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Assistant Property Manager

    Commercial Assistant Property Manager

    Cushman & Wakefield • Arlington, VA, US
    Full-time
    Assistant Property Manager (CRE).The Assistant Property Manager is responsible for assisting in all areas defined as a part of the Sr. Assistant Property Manager job description, as well as performi...Show more
    Last updated: 11 hours ago • Promoted • New!
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Brookeville, Maryland, US
    Remote
    Temporary
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...Show more
    Last updated: 30+ days ago • Promoted
    Home Services Manager (RN) - $2,500 Sign-On Bonus

    Home Services Manager (RN) - $2,500 Sign-On Bonus

    ACTS Retirement-Life Communities • Sykesville, MD, United States
    Full-time
    Home Services Manager (RN) - $2,500 Sign-On Bonus.Join our team and grow with us both professionally and personally!.Next day pay : Work today, get paid tomorrow with our PayActiv benefit!.We strong...Show more
    Last updated: 5 hours ago • Promoted • New!
    Tax Senior Manager - Estate and Trust

    Tax Senior Manager - Estate and Trust

    GRF CPAs & Advisors • Bethesda, MD, United States
    Full-time
    The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a ...Show more
    Last updated: 30+ days ago • Promoted
    Hybrid Real Estate Development Manager

    Hybrid Real Estate Development Manager

    EYA, LLC • Bethesda, MD, United States
    Full-time
    A premier residential developer in the Washington D.Real Estate Development Manager to join their team in Bethesda, MD.The role involves project management of complex entitlements for residential a...Show more
    Last updated: 11 days ago • Promoted
    General Manager

    General Manager

    Jackie Restaurant • Washington, DC, US
    Full-time
    Executive Chef / Ownership Team.The General Manager (GM) serves as the senior on-site leader responsible for the overall success of Jackie and Dacha Navy Yard. This role ensures seamless daily opera...Show more
    Last updated: 29 days ago • Promoted
    Estate Manager

    Estate Manager

    Hawthorne Lane • Chevy Chase, MD, US
    Full-time
    A confidential private family is seeking a highly organized and proactive professional to oversee the administrative management of multiple residences and provide direct support to the principals i...Show more
    Last updated: 30+ days ago • Promoted
    C&I Relationship Manager IV (Hybrid Central, VA)

    C&I Relationship Manager IV (Hybrid Central, VA)

    Atlantic Union Bank • Alexandria, VA, United States
    Full-time
    The C&I Relationship Manager IV assumes the overall responsibility, development and management of their borrowing and non-borrowing portfolio. The Relationship Manager is responsible for marketing a...Show more
    Last updated: 30+ days ago • Promoted
    Property Manager

    Property Manager

    HH Red Stone Properties • Washington, DC, US
    Full-time
    Join HH Red Stone, a rapidly growing Property Management Company! We are currently searching for an exceptional Property Manager to lead a new dynamic team based in Washington D.If you are resource...Show more
    Last updated: 26 days ago • Promoted
    Real Estate Office Manager

    Real Estate Office Manager

    JPAR Silverpath Real Estate • Riverdale, Maryland, US
    Full-time
    We’re looking for a motivated real estate executive assistant to assist the principal broker and complete administrative tasks. Responsibilities include liaising between the managing broker and clie...Show more
    Last updated: 14 days ago • Promoted
    General Manager

    General Manager

    Alsco • Alexandria, VA, United States
    Full-time
    We've been working hard for our customers since 1889 when we invented the uniform and linen rental industry.Alsco Uniforms has grown into a worldwide leader serving over 350,000 customers in 13 cou...Show more
    Last updated: 3 days ago • Promoted
    Green Spring Gardens Site Manager (Naturalist IV)

    Green Spring Gardens Site Manager (Naturalist IV)

    Fairfax County Government • Alexandria, VA, United States
    Full-time
    Join the Park Authority and our nationally recognized team of professionals! The Fairfax County Park Authority (FCPA) is seeking a site manager to be a part of one of the most highly regarded park ...Show more
    Last updated: 13 days ago • Promoted
    Commercial Real Estate Associate (Mid-Level)

    Commercial Real Estate Associate (Mid-Level)

    Venable LLP • Washington, DC, United States
    Full-time
    Venable LLP's Commercial Real Estate Group seeks an associate with a minimum of three years of law firm experience to join the group in our Baltimore, Tysons, or Washington, DC office.The qualified...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Property Manager

    Assistant Property Manager

    Boston Properties REIT • Washington, DC, US
    Full-time
    Assist the Property Manager in the timely completion and resolution of day-to-day operational issues, regularly interfacing with clients and vendors, and ensuring consistent curb appeal at assigned...Show more
    Last updated: 28 days ago • Promoted
    Tax Manager - Estate & Gift

    Tax Manager - Estate & Gift

    Grossberg Company • Bethesda, MD, United States
    Full-time
    Washington DC mid-size CPA firm, has been a premier provider of accounting, tax and business consulting services, specializing in services to the real estate industry. Grossberg Company LLP has a we...Show more
    Last updated: 21 days ago • Promoted