Manager, Estate Administration
The International Rescue Committee (IRC) helps people affected by humanitarian crises—including the climate crisis—to survive, recover and rebuild their lives. Founded at the call of Albert Einstein in 1933, the IRC is now at work in over 40 crisis-affected countries as well as communities throughout Europe and the Americas. We deliver lasting impact by providing health care, helping children learn, and empowering individuals and communities to become self-reliant, always seeking to address the inequalities facing women and girls.
We encourage candidates who bring a wide variety of backgrounds and experiences to join us in raising revenue to support the IRC’s mission!
About the USA Philanthropy Department
The International Rescue Committee's (IRC) External Relations (ER) department enables the IRC to respond to the world's worst humanitarian crises and helps people to survive and rebuild their lives. Within ER, the USA Philanthropy team leads the organization's work with USA-based high-net-worth individuals.
About the Role
Reporting to the Senior Director of Planned Giving, the Manager, Estate Administration, is responsible for supporting the growth and management of our charitable gift annuity program and contributing to the success and growth of our estate administration program and the flow of unrestricted revenue to the organization. This will involve communication with internal partners and external contacts, processing of sensitive estate documents, managing data in IRC’s CRM system, and other tasks to support our estate administration program and planned giving team.
Highlights of Major Responsibilities:
• Liaise with financial institutions to complete the process for retirement accounts and life insurance distributions from start to finish.
• Communicate and coordinate with estate representatives on new and open estate matters in a timely and professional manner. Facilitate the review, signature, notarization, and verbal authentication of documents (receipts, waivers, claim forms, etc.) by coordinating with internal departments (Office of the General Counsel, Finance, President's Office, etc.) The Manager will be expected to become a certified notary public within 6 months (training for this certification will be provided).
• Document estate status and activity in the IRC’s CRM system, Salesforce, and by maintaining electronic and hard copy files.
• Work closely with the Global Donation Operations team to ensure that estate distributions are received and processed accurately.
• Coordinate business processes for the IRC’s Charitable gift annuity program, including working with our Charitable Asset Management partner to establish new contracts and terminate existing ones, update donor and annuitant information, and maintain accurate records on payments, investments, and reserves. (Training will be provided)
• Prepare annual filings for states requiring documentation of the IRC’s charitable gift annuity program.
• Complete other estate administration tasks, as assigned.
Minimum Job Requirements:
• Bachelor’s degree or three years of professional experience, preferably gained in a relevant/related setting. Knowledge of legal terms and planned giving helpful.
• Intermediate understanding of CRM system management (preferably Salesforce), Microsoft Office Suite, and Excel.
Preferred Experience & Skills:
• Strong organizational and time-management skills.
• Outstanding attention to detail and capability to think critically about problems and tackle them creatively.
• Ability to adhere to deadlines and balance multiple, simultaneous priorities.
• Collaborative, regardless of physical distance. Excellent communication and interpersonal skills. Sensitivity when working with highly confidential information and ability to maintain complete discretion at all times.
• Dedication to fundraising for international development, humanitarian, human rights, social justice, and US immigrant communities.
Working Environment: This role requires working remotely part-time (i.e., telecommuting). Applicants must have a home or alternate workspace they can effectively complete their work from during regularly scheduled work hours and may be required to share workspace when at the office.
Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.
Commitment to Diversity and Inclusivity:
IRC is committed to building a diverse organization and a climate of inclusivity. We strongly encourage applications from candidates who can demonstrate that they can contribute to this goal.
IRC is committed to narrowing the gender gap in leadership positions. We offer benefits that provide an enabling environment for women to participate in our workforce including parental leave, gender-sensitive security protocols and other supportive benefits and allowances.
The IRC and IRC staff must adhere to the values and principles outlined in IRC Way – Global Standards for Professional Conduct. These are Integrity, Service, Equality and Accountability. In accordance with these values, the IRC operates and enforces policies on Beneficiary Protection from Exploitation and Abuse, Child Safeguarding, Anti-Workplace Harassment, Fiscal Integrity, and Anti-Retaliation.
Equal Opportunity Employer:
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days (depending on role and tenure), medical insurance starting at $145 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare, childcare, and commuter costs, a 403b retirement savings plans with up to 4.5% immediately vested matching contribution, plus a 3-7% base IRC contribution (3 year vesting), disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.