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Estate Administration Specialist

Estate Administration Specialist

International Fellowship of Christians & Jews, IncChicago, IL, US
2 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

The Fellowship is an organization of bridge builders whose vision is that Jews and Christians will reverse their 2,000-year history of discord and replace it with a relationship marked by dialogue, understanding, respect and cooperation. Together we are able to help more than a million Jews in need each year. Our success is built on a culture that celebrates the differences in who we are, what we have experienced, and how we think.

Chicago-Hybrid) The Estate Administration Specialist will collaborate with the Fellowships' Estate Administration Counsel to collect charitable distributions from estates, accounts, and life insurance in a timely manner. As Estate Administration Specialist, you will oversee the life-income gifts program, ensuring donor intent is honored and IFCJ interests are protected. The specialist will also foster partnerships internally across departments such as Transformational Giving, Leadership Giving, Finance, and Analytics, as well as externally with attorneys, executors, brokers and other legal professionals. This position reports directly to the Estate Administration Counsel and is based in our headquarters located in downtown Chicago.

We are seeking an individual with a Bachelor’s degree or equivalent work experience. A minimum of 3 years’ experience working with estate and or trust administration is required.

Essential Job Responsibilities Include :

Documentation Management :

  • Review and file documents related to post-mortem gifts and work with Counsel to determine the next course of action.
  • Coordinate with attorneys, law office staff, government personnel, and others to obtain information for postmortem gifts, such as court filings, real estate records, death certificates, and property titles.
  • Assist with legal research such as finding state related to the rights of beneficiaries to information from the estate.
  • Monitor and handle all matters relating to split-interest gifts and perpetual trusts, including drafting contracts. Review account statements received on bequests, perpetual trusts and split interest trusts.
  • Review account statements received related to bequests, perpetual trusts and split interest trusts.

External Partnership Management :

  • Coordinate with attorneys, executors, brokers, and trust officers to ensure IFCJ receives correct estate distributions in a timely manner.

    • Reporting :

  • Prepare annual financial reports for Fellowship endowment and quasi-endowment gifts.
  • Prepare weekly and monthly reports of all gift planning activities including trusts and estate maturities, marketing inquiries, pledges and Cornerstone of Zion Society membership.

    • Standard Operating Procedures and Administration :

  • Maintain inventory of Gift Planning Standard Operating Procedures, oversee back-office administrations, actively participate in team meetings.
  • Prepare weekly and monthly reports of all gift planning activities including trusts and estate maturities, marketing inquiries, pledges and Cornerstone of Zion Society membership.

    • Technical Skills & Abilities :

  • Intermediate level proficiency in Microsoft Office applications (Word, Outlook, Excel, Powerpoint, Teams, Power BI.)
  • Proficiency in non-profit Client Relationship Manager software.
  • Proficient in engaging an array of online federal, state and local governmental databases to research court filings and property records.
  • Excellent oral and written communication skills, with the ability to express self effectively and concisely.
  • Ability to simultaneously prioritize and manage multiple projects with strict deadlines.
  • Ability to work effectively with minimal direction.
  • Strong attention to detail and highly organized.
  • Knowledge of estate and gift planning vehicles, probate and trust administration processes and command of related legal terminology

    • Experience all The Fellowship has to offer and make an impact in a global nonprofit. We offer medical, vision and dental, retirement saving, paid time off and many other benefits. We are located on Wacker Drive, across from the Chicago Riverwalk. Please submit your resume and salary requirements.

    Key words : Estate Administration, Probate, Reporting

    We are an equal opportunity employer (EOE).