Senior Estate Administration Officer

St. Michael's Hospital

Senior Estate Administration Officer in Toronto manages charitable estate gifts, legal documentation, and donor relationships for St. Michael's and Providence Foundation.

Reporting to the Director, Gift & Estate Planning, this full-time permanent role administers estate files from notification through distribution. The position supports estate accounting, charitable receipting, CRA requirements, reporting, documentation, and stewardship. It also contributes to process improvements, special projects, and operational guidance for Foundation colleagues.

Key Responsibilities:

Manage charitable estate gifts through final distribution
Coordinate executors, trustees, lawyers, families, and financial institutions
Review probate documents, estate accounts, releases, and correspondence
Monitor risks, deadlines, documentation, and compliance requirements
Maintain Raiser's Edge records and prepare financial reports

Requirements:

Bachelor's degree or equivalent education and experience
Three to five years in estate administration or related fields
Knowledge of probate, trusts, and charitable estate administration
Advanced Microsoft Office proficiency, particularly Excel
Strong analytical, organizational, communication, and relationship-building skills

Apply estate administration expertise, financial analysis, and compassionate communication to support charitable gifts at St. Michael's and Providence Foundation.

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Vacancy posted 16 hours ago

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