Senior Manager, Trusts & Estates

About the role

The ASPCA's Senior Manager, Trusts & Estates oversees the administrative support of bequest files, works with attorneys and fiduciaries and manages a team of three direct reports. The role reports to the Senior Director, Trusts & Estates and elevates potential litigation or other issues to the director. It is a hybrid position, with up to four days per week remote and about one day per week on site in New York City, plus up to 5% travel per year.

Key responsibilities

• Review bequest correspondence and update the internal bequest database, open new estate files and process invoices from outside counsel while tracking litigation legal fees
• Record revenue accurately for the Planned Giving and Finance departments and help the Data team process checks, wires and stock
• Follow up on delinquent estate and trust files and monitor the Trusts & Estates telephone and email line, referring complex questions to the Senior Director
• Discuss donor recognition opportunities with attorneys, fiduciaries and families
• Manage a team of three through clear expectations, regular feedback, career conversations, annual evaluations and check-ins

Required profile

• Bachelor's degree or equivalent experience
• 3 years of experience as a Trust & Estate paralegal or in a Trust & Estates department of a law firm (e.g. private wealth)
• Experience reading wills, assessing next steps and documenting them
• Experience in a fast-paced environment and managing staff
• Reviewing accounting statements and noting key details highly preferred
• English required

Required skills

• Proficiency with Microsoft Office, including Word and Excel
• Ability to learn new applications, including donor software
• Running reports on the internal bequest database
• Clear oral and written communication, strong organization and attention to detail

What we offer

• Target hiring salary of $108,000 - $113,000 annually
• Health coverage, dental and optional vision, flexible time off and 10 paid holidays
• 401(k) with employer matching up to 4%
• Professional development, internal mobility and field support opportunities