Underwriting Assistant supporting the Financial Lines team at CFC. Responsible for data management, policy documentation, and improvement processes.
TC
Hybrid Estate Administration Coordinator
Posted 11 minutes ago
About the role
- Estate Administration Coordinator managing estate gift processes for The Salvation Army. Ensuring donor intentions are fulfilled and supporting long-term financial sustainability.
Responsibilities
- Administers estate gifts from initial notification through final distribution
- Prioritizes time-sensitive estate documents and releases
- Establishes comprehensive estate files by reviewing legal and financial documentation
- Coordinates correspondence and follow-up requests with executors and lawyers
- Allocates estate proceeds and prepares monthly distributions and supports Legacy Allocation Committee
Requirements
- Undergraduate University Degree/College Diploma
- Estates Law Clerk designation an asset
- 3 years’ experience in Estate Administration
- Strong working knowledge of Canadian estate administration
- Proficient in Raiser’s Edge and Microsoft Office applications
Benefits
- Health insurance
- Paid vacation
- Paid sick time
- RRSP’s
- Opportunities for professional development
Job title
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Experience level
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