DEPARTMENT

Gift Services TITLE:

Director of Estate Administration STATUS:

Full-Time, Exempt SALARY:

$120,000 - $130,000 MISSION

STATEMENT

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 love for God. Its mission is to preach the gospel of Jesus Christ and meet human needs in his name without discrimination.

POSITION DESCRIPTION

Responsible for the oversight of all trust, estate and probate administration matters, including files handled by outside vendors. Develop, administer and interpret policies and procedures related to trust, estate and probate administration matters. Provide training and assistance to staff and field personnel on issues pertaining to trust and estate administration. Responsible for the oversight and management of trusts and estates for which the Army serves as executor/successor trustee and has fiduciary responsibility. Plan, assign and review the work of subordinate supervisory and administrative staff. Assist Executive Director in the handling of management details and performing highly specialized and technical activities pertaining to trust, estate and probate administration. Responsible for the proper performance of assigned supervisory and technical activities and independent work decisions.

EDUCATION AND WORK EXPERIENCE

• Degree from an accredited college or university preferably in Public Administration, Law, Business Administration, Finance or related field
• Juris Doctor Degree preferred
• Minimum 5 years experience in a supervisory position, with emphasis on training, policy and procedure development and implementation
• Minimum 5 years experience in estate planning, trust or estate administration

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

• Ability to manage staff
• Outstanding written and verbal communication skills
• Strong public presentation skills
• Customer service experience and mindset
• Understanding of trust, estate and probate administration
• Understanding of various investment vehicles
• Understanding of accounting methods and procedures
• Understanding of Revised Uniform Principal and Income Act as it pertains to investment of trust assets
• Ability to direct the handling of non-cash assets, such as real property, promissory notes, mineral interests, business interests and complex transactions
• Ability to simplify complex issues to increase effectiveness of communication
• Ability to develop internal controls and performance measurements
• Ability to develop effective office procedures and training programs
• Ability to prepare operating and statistical reporting
• Knowledge of business practices and procedures
• Ability to maintain good public relations with subordinates, supervisors, professional advisors, vendors and field staff
• Excellent research skills
• Demonstrated ability to solve problems and manage multiple projects
• General knowledge of business protocols

SOFTWARE RELATED SKILLS

Proficiency in Microsoft Word, Microsoft Excel, Microsoft Access, Power Point is desirable. Ability and willingness to learn new software programs and databases.

ESSENTIAL DUTIES AND RESPONSIBILITIES

WORK HABITS:

• Must adhere to all policies and procedures of The Salvation Army.
• Must maintain courteous and cooperative manner with all external and internal clients and demonstrate respect and a positive attitude toward them at all times during the assigned workday.
• Must be a team player, take initiative, and be flexible in assisting others to the best of their ability to ensure an accurate work product.
• Must be organized in work areas, files, etc. contributing to the efficiency and accuracy of work within the assigned workday.
• Must be able to comprehend assignments or to ask for clarification in a clear and concise manner until the assignment is understood.
• Must exhibit dependability by arriving and leaving work on time; by taking the allotted time for lunch and breaks; and by limiting personal telephone calls and socializing to break periods.
• Must engage in conduct that enables administration to achieve its goals of providing a professional work environment; conduct must not be disruptive to that environment.
• Must be willing to put forth best effort at all times during assigned workday.
• Must maintain confidentiality.

BASIC FUNCTIONS/REQUIREMENTS

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.

• Ability to sit, walk, stand, bend, squat, climb, kneel, and twist on an intermittent or continuous basis.
• Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead.
• Ability to operate telephone.
• Ability to operate a desktop or laptop computer.
• Ability to lift up to 25 lbs. (usually file boxes)
• Ability to access and produce information from a computer.
• Ability to understand written information.

SUPERVISOR

Executive Director of Gift Services 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.