Trust and Estate Administrator

Description DEPARTMENT: Gift Services TITLE: Trust and Estate Administrator STATUS: Exempt SALARY RANGE: $72,000 - $75,000 THE SALVATION ARMY MISSION The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination. POSITION SUMMARY Provide appropriate estate administration services as assigned. Process trust and estate gifts with accurate and timely identification, valuation and disposition of assets. Oversee the sale of real property as needed. Work independently but always under the direct supervision of the Director of Estate Administration. EDUCATION AND WORK EXPERIENCE: u2022 Paralegal certification from an ABA certified school or college education, preferredu2022 Minimum five yearsu2019 experience as paralegal, or in accounting, finance, banking, probate and trust administration, preferred KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: u2022 Proficiency in Microsoft Outlook, Word, Excel, Access and Power Point is desiredu2022 Ability and willingness to learn new software programs and databases requiredu2022 Understanding of legal terminology and concepts of probate and estate administration processu2022 Understanding of basic accounting methods and proceduresu2022 Must be detail oriented with the ability to produce accurate and complete worku2022 Excellent oral and written communication skills, including spelling and grammaru2022 Ability to initiate correspondence and communicate complex issuesu2022 Excellent telephone skillsu2022 Excellent customer service skills and mindsetu2022 Ability to think independentlyu2022 Ability to identify key issues and concerns relative to estate matters requiring escalation to managementu2022 Ability to perform thorough self-review and strong attention to detailu2022 Ability to manage multiple projects to completion on a timely basisu2022 Ability to work in a fast-paced environment and maintain poise under pressureu2022 Possess proficient and accurate typing skillsu2022 Ability to research informationu2022 General knowledge of business protocols ESSENTIAL DUTIES AND RESPONSIBILITIES: u2022 Execute and process all matters pertaining to trusts and estatesu2022 Enter tasks in the Gift and Estate Management system (GEMS) and ensure timely follow up for all estate filesu2022 Initiate new gift set up and maintain accurate and complete data in each giftu2022 Create assets and valuations in GEMS in accordance with Financial Accounting Standards Board (FASB) requirements and TSA policy, including Portfolio Valuations for Outside Managed Trustsu2022 Create distribution formulas for estate gifts according to TSA policyu2022 Review incoming mail pertaining to assigned gifts and handle appropriately and timelyu2022 Create and maintain accurate, timely and complete notes in GEMS database pertaining to estate mattersu2022 Create and maintain current tasks for all assigned giftsu2022 Monitor workflow and use GEMS task and reporting tools to ensure estate matters are handled in an accurate and timely manneru2022 Initiate correspondenceu2022 Review estate accountings to ensure fees are appropriate and TSA is receiving the correct distributionu2022 Review attorney receipts for appropriateness and execute / return them in a timely manneru2022 Work with external vendors in the liquidation of assets and accounts gifted to The Salvation Army.u2022 Collect assets that have escheated to the state as assigned by a manager or director.u2022 Collect information related to real property from various sources (field staff, trustees, executors, title companies, real estate brokers, financial institutions, appraisers, etc.) and analyze information to determine market value, environmental issues, etc. u2022 Obtain Brokeru2019s Market Analysis and research title and cure title defects for real property, coordinating with title companies and county, state and federal agencies.u2022 Draft Gift Services Committee, Board of Directors and Property Council items for review and acceptance of assets.u2022 Oversee transfer of assets, including the drafting of required legal documents, tax forms, change of ownership, recording of deeds, conveyances, title insurance and insurance procurement as necessary. u2022 Assist with the review of listing and purchase and sale agreements, counter offers and oversee escrow process through closing, including examination of escrow instructions for accuracy.u2022 Responsible for managing income and expenses of all real estate assets, including promissory notes secured by deeds of trust.u2022 Perform any other tasks as assigned by the supervisor, ensuring the efficient and compliant administration of trusts and estatesu2022 Answer incoming calls from field personnel and advisors and determine the most appropriate resolutionu2022 Respond to inquiries in a courteous and expedient manner and perform research as necessaryu2022 Assist in the development of policies and procedures related to estate processingu2022 Serve as a backup to others in the Gift Services Department as necessaryu2022 Assist with opening the mail as assignedu2022 Perform other special projects and administrative functions as requestedu2022 Escalate issues and concerns to management for resolutionu2022 Driving to conferences or worksites as needed WORK HABITS: u2022 Must adhere to all policies and procedures of The Salvation Armyu2022 Must maintain courteous and cooperative manner when working with others and demonstrate respect and a positive attitude at all times during the assigned workdayu2022 Must be a team player, take initiative, and be flexible in assisting others to the best of their ability to ensure an accurate work productu2022 Must be organized in work areas, files, etc., contributing to the efficiency and accuracy of work within the assigned workdayu2022 Must be able to comprehend assignments or to ask for clarification in a clear and concise manner until the assignment is understoodu2022 Must exhibit dependability and availability to the divisional staff as well as supervisors regarding assignmentsu2022 Must engage in conduct that enables administration to achieve its goals of providing a professional work environment; conduct must not be disruptive to that environmentu2022 Must be willing to put forth best effort at all times during assigned workdayu2022 Must maintain confidentiality PHYSICAL REQUIREMENTS: Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result. u2022 Ability to travel to anywhere in the territory to conduct statistics trainings/seminars.u2022 Ability to sit, walk, stand, bend, squat, climb, kneel, and twist on an intermittent or continuous basis.u2022 Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead.u2022 Ability to operate telephone.u2022 Ability to operate a desktop or laptop computer.u2022 Ability to lift up to 25 lbs. (usually file boxes ).u2022 Ability to access and produce information from a computer.u2022 Ability to understand written information. REPORTS TO: DIRECTOR, ESTATE ADMINISTRATION Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights ( notice from the Department of Labor.

Created: 2025-10-04