Trust and Estate Manager
Not Disclosed•Full-TimeOn-site
location_on1628, 5th Street Northwest, Logan Circle/Shaw, Ward 2, Washington, District of Columbia, 20001, United States
About the Organization
Humane World for Animals is a global leader in animal advocacy and protection. As part of our mission to advance the welfare of animals, we maintain a robust infrastructure to manage our long-term financial commitments and bequests.
About the Role
Reporting to the Office of the General Counsel, the Trust and Estate Manager serves as the operational backbone for our portfolio of active estates and trusts. This role exists to ensure the accurate, compliant, and timely administration of complex legal instruments, including wills, trusts, and annuity claims, which are subject to annual external audits.
In this position, you will manage the lifecycle of estate matters from initial notification through final closure. Your day-to-day work involves interpreting legal documents to determine the organization's interests, coordinating with executors and trustees, and maintaining meticulous records within our ROI database. You will act as a critical liaison between legal, accounting, and executive leadership, ensuring that all financial and tax information is handled with the utmost discretion and confidentiality.
Hiring Process
Qualified candidates should submit their resume and cover letter combined into a single document. We review applications on a rolling basis and look forward to learning about your experience in estate administration.
Our Culture & Commitment
We are an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, marital or parental status, or protected veteran status. We are committed to fostering a diverse and inclusive environment where every team member can contribute to our shared mission.
Work location
Work model: On-site
1628, 5th Street Northwest, Logan Circle/Shaw, Ward 2, Washington, District of Columbia, 20001, United States
Washington, District of Columbia
Key Responsibilities
- check_circlePrepare and process initial contact correspondence and routine information requests
- check_circleReview estate documents to determine organizational interests and potential receivables
- check_circleMonitor estate and trust activity from notification through closure
- check_circleDraft responses for non-routine estates and trusts-related matters
- check_circleAssist with organizing and managing estates administration and bequest income records
- check_circleAssist with preparing and processing weekly deposits and reporting to finance departments
- check_circleCoordinate matters related to annual reviews by outside auditors
Requirements
- verifiedBachelor's degree in a related field, formal paralegal training, paralegal certificate, or equivalent work experience preferred
- verifiedThree (3) years of experience in a law firm, nonprofit or corporate legal office, bank, or trust department
- verifiedExcellent, comprehensive understanding of probate and estate administration procedures
- verifiedAbility to interpret wills, trusts, notices, petitions, pleadings, correspondence, telephone calls, emails, etc.
- verifiedMust be able to go into the office in Washington, DC
Nice to Have
Bachelor's degree in a related field, formal paralegal training, or paralegal certificate. Three (3) years of experience in a law firm, nonprofit, or corporate legal office, bank, or trust department dealing with a very large and complex workload.
Similar Job Opportunities
Skills, education and keywords
Skills: Probate, Estate Administration, Paralegal Training, Paralegal Certificate.
Education: Bachelor's degree in a related field preferred.
Frequently asked questions about Trust and Estate Manager at Humane World for Animals
What does a Trust and Estate Manager at Humane World for Animals do?expand_more
A Trust and Estate Manager at Humane World for Animals is responsible for the following: Prepare and process initial contact correspondence and routine information requests; Review estate documents to determine organizational interests and potential receivables; Monitor estate and trust activity from notification through closure; and Draft responses for non-routine estates and trusts-related matters.
What are the requirements for this Trust and Estate Manager role?expand_more
Humane World for Animals is looking for candidates who meet the following requirements: Bachelor's degree in a related field, formal paralegal training, paralegal certificate, or equivalent work experience preferred; Three (3) years of experience in a law firm, nonprofit or corporate legal office, bank, or trust department; Excellent, comprehensive understanding of probate and estate administration procedures; Ability to interpret wills, trusts, notices, petitions, pleadings, correspondence, telephone calls, emails, etc.; and Must be able to go into the office in Washington, DC.
Where is the Trust and Estate Manager role at Humane World for Animals located?expand_more
Trust and Estate Manager at Humane World for Animals is based in 1628, 5th Street Northwest, Logan Circle/Shaw, Ward 2, Washington, District of Columbia, 20001, United States. This is a on-site role.
Is this Trust and Estate Manager job remote, hybrid, or on-site?expand_more
Humane World for Animals has listed this Trust and Estate Manager role as on-site.
How much experience is required for this Trust and Estate Manager role?expand_more
Trust and Estate Manager at Humane World for Animals typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Trust and Estate Manager role at Humane World for Animals?expand_more
Key skills for Trust and Estate Manager at Humane World for Animals include Probate; Estate Administration; Paralegal Training; and Paralegal Certificate.
What education is required for Trust and Estate Manager at Humane World for Animals?expand_more
Educational requirements for this role: Bachelor's degree in a related field preferred.
What category does the Trust and Estate Manager role belong to?expand_more
Trust and Estate Manager at Humane World for Animals is part of the admin job category on Recrutus.
About Humane World for Animals
Humane World for Animals, formerly known as the Humane Society of the United States, is a non-profit organization based in Washington, DC. The group focuses on addressing the root causes of animal cruelty and suffering to generate lasting change. Operating across more than 50 countries, the organization works to improve conditions for animals globally. Its mission centers on creating a better world for animals through dedicated advocacy and action.
Browse more roles: All Humane World for Animals jobs, admin jobs on Recrutus.