The general hourly range for this position is $21 - 29. Salary offers will be commensurate with experience, qualifications, skills, training and education.
Humane World for Animals, a global leader in animal advocacy and protection, is seeking a part time Estate and Trust Assistant for the Office of the General Counsel. In this position you will assist with day-to-day management and administration of estates and trusts identifying Humane World for Animals and/or Humane World for Animals affiliates as beneficiary.
Responsibilities:
- Create both paper and database files for new estate matters including entering basic information into database; scanning relevant documents into database; searching Humane World for Animals membership database for record(s) and entering applicable information and history into files. Forward new file to designated member of the estate administration team or further action and provide necessary information to other departments, including Philanthropy and Accounting;
- Receive estate/trust account statements, update account balance in required database files and, based upon pre-established guidelines, file statements, forward to designated member of the estate administration team, and/or provide information to Accounting department. Assist estate administration team with matters related to the annual review by outside auditors;
- Receive and review for clarity all K-1 Schedules and Forms 1099 before forwarding to accounting and filing;
- Record all incoming checks and update appropriate database with date deposited or forwarded;
- Regularly monitor estates/trusts email folder, print emails and file in paper files, and forward information to designated member of the estate administration team for any further action. On request, obtain additional information from, or provide information to, insurance/annuity companies, financial institutions, estate fiduciaries, attorneys, Humane World for Animals and Humane World for Animals affiliate employees, etc. Produce accurate and professional looking written correspondence;
- Receive and process all incoming estate-related mail;
- Maintain current paper and database files and lists for all estates and related matters;.
- Perform other duties as assigned.
Qualifications and Requirements:
- High school diploma or equivalent required;
- A minimum of two (2) years’ administrative assistant experience, preferably in a legal environment, dealing with a very large workload required;
- Excellent organizational skills and extraordinary attention to detail with respect to documents and files;
- Ability to handle sensitive materials and information with discretion and confidentiality;
- Ability to work efficiently with a very large number of files daily, the ability to manage multiple and often changing priorities and issues of varying complexity, while meeting time sensitive deadlines and deliverables;
- Excellent use of the English language, oral and written;
- Ability to communicate successfully, effectively, and diplomatically with people of all educational and experience levels;
- Proficient in the latest version of Microsoft Office, particularly using Microsoft Word and Excel. Proficient in a ROI database application preferred. Ability to learn new software programs as needed;
- Ability to work both independently and as an effective team member;
- Ability to move/lift to and including 30 pounds.
This position is in the DC Metro Area- working in the DC office.
This is a part time position working up to 29 hours per week.
Please submit your resume and cover letter as one document.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, and disability, marital or parental status or protected veteran status. EOE
