[Remote] Estate Administrator (Temp/PT)

Note: The job is a remote job and is open to candidates in USA. The American Diabetes Association (ADA) is seeking an Estate Administrator to support the day-to-day management of assigned estate administration files. The role involves reviewing estate documents, preparing receivables, and processing distributions from estates while maintaining a caseload of estate files.ResponsibilitiesWork collaboratively with members of the department and members of other departments (ie field, finance call center, etc), in all aspects of the estate administration processUtilize skills to review documents such as accountings, inventories, wills, trusts, claim forms, Petitions, Receipts, Releases, real estate contracts, settlements agreements, etcRegularly initiate outreach to law firms and fiduciaries to obtain required estate documents, review estate documents, prepare receivables, and complete data managementWhen necessary, follow up for details on distributions, fiduciary appointments and status of estates, administration processes and complete condolence, thank you and closing lettersResponsible for managing the estate files independently including opening/closing files, ensuring relevant documents are made part of digital estate records, entering interactions on the donor records and assisting in processing daily estate mailMaintain a digital file for each estate/trust matter, as well as assist with the ongoing transition from relying on hard files to a digital systemWhen assigned, complete claim forms (life insurance, brokerage accounts, annuities, etc) once the organization has been notified it is named as a designated beneficiaryReview estate documents independently for details necessary to determine the organization’s interest as a residuary beneficiary, specific bequest and/or a future interest/split interest opportunityWork with external parties to obtain beneficiary details, asset values and estate provisions which will be used to calculate a receivable or recognize as investment incomeIndependently review financial records such as bank statements, annual reports, accountings and inventories. Depending on asset types there could be additional follow up and facilitating the liquidation of assets to meet the requirements of the gift acceptance policyCollaborate with CFO and staff to execute all releases, receipt and other estate related formsPrioritize estate work to maximize revenue while meeting audit requirementsMust work simultaneously on multiple matters, detailed oriented, organizedSkillsBachelor's degree required, paralegal certificate a plusMinimum of three years of experience in estate and trust administration, non-profit work experience a plusProbate and trust administrationGeneral estate planningEstate and trust litigationBasic accounting principles and conceptsReal estate administrationAsset valuation and liquidationAsset and security transfersStrong organizational skillsEffective written and oral communication abilitiesProficiency with MS Access, MS Excel, MS Word, and MS OutlookAttention to detail and capacity to manage multiple tasks in a fast-paced environmentAbility to be flexible - working independently and with colleaguesLeadership QualitiesBenefitsA culture of recognition including new hire welcome announcements, service anniversary awards, referral bonuses, monthly All Employee Assembly, appreciation awardsGenerous Paid Time Off, including holidays, vacation days, personal days and sick daysComprehensive benefits package including medical, dental, vision, Flexible Spending Accounts (FSA), disability & life insurance, pet insurance and retirement savingsGuided by our mission, we provide top tier diabetes supply coverage through our medical benefits programA company focus on offering mental health programs and work/life balance with most of our employees working remoteCompany OverviewDiabetes Educators is a Health, Wellness and Fitness company located in 170 N 1100 E, American Fork, Utah, United States. It was founded in 1940, and is headquartered in Alexandria, Virginia, USA, with a workforce of 201-500 employees. Its website is http://diabetes.org/.