Estate Administration Coordinator

Who We Are

For more than 130 years The Salvation Army has served people in need in communities across Canada and Bermuda. Building on our roots as a world-wide Christian church each year we help more than 2 million people providing necessities such as food clothing and addition we support people experiencing unemployment addiction and family challenges. We continually adapt and innovate to meet emerging needs and live out our mission vision and values of hope service dignity and stewardship. As a faith- and values-based organization we hire and serve people of all backgrounds and walks of life - there is a place for everyone to belong here.

Mission Statement

The Salvation Army exists to share the love of Jesus Christ meet human needs and be a transforming influence in the communities of our world.

Job Description:

Position Purpose:

The Estate Administration Coordinator exists to ensure The Salvation Army in Canada maximizes and protects the impact of gifts received through estates honouring donors intentions while supporting the missions long-term financial sustainability. By administering and overseeing estate processes with accuracy care and professionalism the role ensures timely compliant and effective realization of estate gifts. Through strong relationship management clear communication and occasional negotiation the Coordinator helps maintain trust with estates and representatives encouraging continued philanthropic support. This work directly contributes to stable funding that enables The Salvation Army to serve vulnerable communities across Canada.

Key Accountabilities:

• Administers estate gifts from initial notification through final distribution to ensure donor intentions are fulfilled accurately and efficiently.

• Prioritizes timesensitive estate documents releases and files to protect The Salvation Armys interests and timelines.

• Establishes comprehensive estate files by identifying gift types and reviewing all legal and financial documentation.

• Coordinates correspondence and followup requests with executors lawyers and internal stakeholders to advance estate settlements.

• Monitors active estate files to support timely interim and final receipt of estate donations.

• Allocates estate proceeds by preparing monthly distributions and supporting Legacy Allocation Committee review and decisionmaking.

• Collaborates with Finance to ensure estate donations are ready for allocation invoiced correctly and processed without delay.

• Maintains accurate estate data and records by updating databases tracking allocations and closing files upon final release.

Education and Experience Qualifications:

• Undergraduate University Degree/College Diploma. Estates Law Clerk designation an asset

• Recognized equivalents include: MTI/STI Estate and Trust Professional designation; experience working as a Trust Officer and/or Estates Administrator

• 3 years experience in Estate Administration

• Applies strong working knowledge of Canadian estate administration to support accurate and compliant gift processing.

• Utilizes fundraising and database systems including Raisers Edge to manage estate data queries and reporting effectively.

• Operates Microsoft Office applications and general office tools to support documentation analysis and communication needs.

• Demonstrates exceptional organizational interpersonal and customer service skills with professionalism tact and attention to detail.

• Upholds The Salvation Armys mission values and Fundraising Code of Ethics with integrity sound judgment and confidentiality.

• Collaborates openly and effectively with internal teams and external partners as a reliable and engaged team player.

• Engages donors and stakeholders with a friendly professional telephone manner and a genuine passion for service.

• Commits to continuous learning and professional development to remain informed on fundraising practices and advance organizational impact.

Compensation:

Placement in the salary range will be based on factors such as market conditions internal equity and candidate experience skills and qualifications relevant to the role.

The Salvation Army will provide reasonable accommodation upon request. Please email if you have a need for any accommodation and we will be pleased to discuss this with you.