Job Title: Manager, Gift & Estate Administration
Location: Montreal, QC(Detailed office location information can be found by visiting this link: https://cancer.ca/en/contact-us)
Work Model: Hybrid Work Model | Permanent Full-time
Salary Band: 6 (64,000 - $96,000 CAD)
WHY JOIN THE CANADIAN CANCER SOCIETY (CCS)?
The Canadian Cancer Society works tirelessly to save and improve lives. We raise funds to fuel the brightest minds in cancer research. We provide a compassionate support system for all those affected by cancer, across Canada and for all types of cancer. Together with patients, supporters, donors and volunteers, we work to create a healthier future for everyone. Because to take on cancer, it takes all of us. It takes a society.
Help us make a difference.
COME AS YOU ARE
At CCS, we embrace everyone’s uniqueness and recognize the strength that lies in differences. We believe in the power of our collective potential and strive to achieve a more diverse, inclusive, and equitable workplace to empower and create opportunities for all. We welcome and encourage applications from all qualified candidates regardless of their gender, age, religion, race, ethnicity, and nationality. Particularly equity deserving groups, such as members of the BIPOC, and 2SLGBTQI+ communities, people living with disabilities, veterans, and anyone who may contribute to the further diversification of the Canadian Cancer Society. Together we unite and inspire all Canadians to change the future of cancer.
JOB OVERVIEW
The Manager, Gift & Estate Administration, is responsible for overseeing the administration and management of the Quebec Estate portfolio for the Canadian Cancer Society. The Manager reports to the National Director, Estate & Gift Planning and acts as subject matter expert for gift and estate matters in Quebec.
WHAT YOU’LL BE DOING:
Responsible for the administration of gifts made through estates, trusts, registered accounts, annuities and life insurance policies, including managing the associated processes, helping to prepare the annual revenue budget, and providing regular reports.
1. Estate Administration
- Under supervision of the Director, participates in estate notification in-take, new estate set up and ongoing estate administration documentation management and tracking
- Works closely with Finance coding estate designations
- Manage approximately 60 estates per year
- Initial review of estates; determines when escalation is required
- Prepares releases, cover letters, receipts and other documents for signing, in accordance with CCS signing authority policy
- Maintains estate files and files for other gifts, records new information for statistical, audit and program needs; specifically tracking of estate timelines for forecasting purposes
- Processes estate gifts, generates and delivers income tax receipts and accurately inputs the information into the database
- Ensure accuracy of the data and is responsible of the administration of Salesforce and SharePoint
- Collaborates with other departments to ensure smooth operation of the database and implementation of improvements
- Other projects, duties as assigned including estate administration process development
- Collaborates with National colleagues in synchronization of estate administration process.
- Deal with all matters regarding contested estates, including communication with other beneficiary charities, recommending escalation to Director, external lawyers, tracking all outstanding cases, adjust tracking sheets, Sales force.
- Prepares releases and other legal documents for execution by the Canadian Cancer Society’s authorized signing officer.
- Preparing communications to executors, lawyers and family members of estate donors
- Demonstrated ability to work independently, to take initiative and be fully responsible and accountable for the accurate, timely and effective performance of activities within the assigned portfolio.
- Keeps current on tax aspects of estates, trusts and other charitable gifts and informed about new legislation and revenue rulings affecting such gifts
2. Special project-based activity
- Collaboration with national estate and gift planning team
- Other duties as assigned
3. OneCRM
- Demonstrated experience working within a CRM database, preferable Sales Force
- Excellent computer skills (Microsoft Office, Share Point) and ability to learn and use new software programs
- Process enhancement is ongoing
4. Other Duties
- Opening new estate files, closing files as appropriate
- Corresponding with estate executors, families and their counsel, professional advisors and other charitable beneficiaries
- Reviewing and verifying estate accounts
- Reviewing and commenting upon the estate accounts and ensuring the testator’s gifts realized in the manner in which they are given
- Foster a working environment that highlights the talents and strengths of each team member.
- Ensure that hiring practices are inclusive.
- Encourage growth and development opportunities for all team members.
- Champion CCS as a hero in the face of cancer.
- Contribute to our culture of justice, belonging, equity, diversity, and inclusion by ensuring that all staff feel represented and heard regardless of their gender, age, religion, ethnicity, and nationality or race.
QUALIFICATIONS:
- A degree or diploma from a recognized post-secondary institution plus 5-7 years recent experience as a trust officer/administrator or as an estate administrator for a charity, or an equivalent combination of education, training and experience.
- A clear knowledge and understanding of the Canadian tax system, estate planning and various gifting vehicles is required.
- Trust and Estate Practitioner certification preferred
- Related post-secondary experience and/or combination of education and experience
- Demonstrated ability in preparing reports and data analysis
- Previous experience as trust officer, paralegal, law clerk
- Demonstrated ability in resolving issues with internal and external stakeholders
- Strengths in writing, editing, proof reading, demonstrating strong attention to detail
- Possess bookkeeping/accounting skills to the trial balance level
- Strong knowledge of Salesforce, Excel, Outlook, MS office
- Strong customer/donor service and interpersonal skills
- Excellent attention to detail and analytical skills
- Ability to maintain the confidentiality of sensitive information
- Excellent communication skills including the ability to write clearly and succinctly in a variety of communication settings and styles; communicate with technical and non-technical users
- Experience working in a team-oriented environment
- Displays compassion and mature judgement
WHAT YOU CAN EXPECT FROM US:
CCS offers meaningful opportunities to help make a difference in the lives of Canadians with cancer, their caregivers, families and communities. We are committed to building an inclusive community for our employees by highlighting their unique experiences. We value diverse skills and strongly encourage applications from all qualified candidates. CCS is dedicated to fostering a culture that is inspiring and exemplifies our core values:
COURAGEOUS UNITED CARING RIGOROUS
In return for your skills and dedication, we offer an attractive compensation package that encompasses a competitive salary, excellent benefits, which include paid parental leave, paid family sick time and health insurance, and the opportunity to have a rewarding employment experience where your contributions can make a true difference every day.
HOW TO APPLY:
Qualified candidates are invited to submit theirresume, cover letter and salary expectations by February 03rd, 2025.
We thank all candidates for their interest and advise that only those selected for an interview will be contacted
OTHER INFORMATION:
CCS is dedicated to employment equity and encourages applications from all qualified candidates. In accordance with the local provincial Accessibility Act, accommodation will be provided as requested throughout the recruitment process. We want to make the interview process a great experience for you!
Please note that in keeping with the mandate of CCS to model and promote healthy lifestyles, employees are not permitted to smoke in or about CCS premises or while carrying out CCS business.
Privacy Disclosure
We collect your personal information through forms, by phone or in person to evaluate your candidacy for the role(s) you have applied for, to contact you regarding your candidacy, and to generate recruitment-related reports. If selected for a position at CCS the information provided will be used for the purposes of pre-employment checks and added to your employee file. We may share your personal information with third parties, including recruitment consultants, within or outside your province or territory or outside Canada to carry out the purposes identified above, or as required by law. We may contact you by mail, email, phone or text. You can exercise your right to access your information or have it corrected, unsubscribe from communications or withdraw your consent by selecting these options within the ADP system, or by contacting privacy@cancer.ca. For more information about our privacy practices, visit cancer.ca/privacy.
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