We strongly encourage people of color, transgender and non-binary people to apply. HRC is an equal opportunity employer and welcomes everyone, including non-LGBTQ+ people, to join our team.
The Estate Administrator reports directly to the Director of Estate Planning and is responsible for oversight and coordination of all estate administration matters, along with tracking and reporting on the program’s progress toward revenue goals, and day-to-day administrative support for the Estate Planning program. This position requires superior attention to detail, excellent communication skills and the ability to manage multiple tasks/projects.
- Responsible for the proactive review and oversight of all phases of estates and trusts under administration, which includes but is not limited to:
Maintain the database of estate gifts. Ensure accurate booking of revenue. Review notice of bequest documentation from donors or their advisors to determine valuation and qualification for inclusion in Equality Circle (HRC’s legacy society). Develop and maintain reports for estates and trusts under administration, bequest and beneficiary designation expectancies, life income gifts and complex asset gifts. Monitor program budget for fiscal compliance and process invoices for approval and payment. Perform other related duties as assigned.
- Review of probate and trust documents to ensure accuracy and legal sufficiency. Communication with attorneys, trustees, executors, personal representatives and other estate and trust administrators as needed to facilitate and ensure timely distributions to HRC. Determine need for engagement of the Director of Estate Planning and or other HRC personnel or counsel to facilitate realization of estate or trust distributions. Review and monitor procedures for maintaining current and accurate information for all estates and trusts under administration. Coordinate appropriate sympathy notes and gift acknowledgements. Process receipts, releases, waivers, and other documents requiring HRC’s signature. Recommend and coordinate response to litigation, in partnership with in-house or outside counsel.