Job Summary: 

• Provide counseling to Clients per the statutory requirements of the Bankruptcy and Insolvency Act in accordance with the Office of the Superintendent of Bankruptcy’s directive.
• Processing official documentation in a timely manner with the Office of the Superintendent of Bankruptcy
• Work with file administrators to resolve technical issues.
• Provide backup reception coverage.
• Provide customer service/support 
• Resolving technical issues and seeking assistance from Managers and Trustees for complex issues
• Act as the first point of contact for estate/resident telephone inquiries and deliver excellent customer service.
• Act as 'front of house' for the Estate Office, ensuring all contractors are looked after appropriately.
• Act as the first point of contact for tenants, including assisting with repairs.

Skills on Resume: 

• Counseling Compliance (Hard skills)
• Documentation Processing (Hard skills)
• Technical Support (Hard skills)
• Reception Coverage (Soft skills)
• Customer Service (Soft skills)
• Issue Resolution (Soft skills)
• Inquiry Management (Soft skills)
• Tenant Support (Soft skills)

Job Summary: 

• Preparing for appraisals including Land Registry and appraisal packs
• Sending out appraisal documentation and Terms of Business
• Managing the instruction process including digital signatures
• Booking photos, floor plans, and EPCs
• Inputting property details and applicant registrations into the database
• Overseeing AML checks and verification - Land Registry checks and vendors/executors etc.
• Marketing to include - Producing brochures and window cards
• General admin support to the sales team and directors

Skills on Resume: 

• Appraisal Preparation (Hard skills)
• Document Management (Hard skills)
• Process Management (Hard skills)
• Scheduling (Hard skills)
• Data Entry (Hard skills)
• Compliance Verification (Hard skills)
• Marketing Material Production (Hard skills)
• Administrative Support (Soft skills)

Job Summary: 

• Handling the full cycle of active estates under administration and the processing of realized bequests and other realized estate gifts.
• Preparation of charitable gift annuity and pooled income fund documentation for execution, which may include complex gift calculations and valuations, and the processing of all executed life income gift documentation and communications.
• Receipt, review, analysis and documentation of bequest notifications from donors and or advisors and, the receipt, review, analysis and entry of all planned gift documentation which may include complex gift calculations and valuations.
• Liaison to the Foundation’s outside administrator for life income gifts from creation through termination.
• Responsible for management and execution of all phases of active estates under administration.
• Proactively review estate matters and communicate with attorneys and trustees to ensure timely receipt of The Colonial Williamsburg Foundation’s estate interest and determine if there are potential legal issues to be escalated to the Director of Planned Giving.
• Respond to donor inquiries and perform research
• Responsible for receiving, processing and recording planned gifts in a timely manner
• Coordination with appropriate internal staff (development, finance, legal, etc.), external support 
• Review charitable gift annuity and pooled income fund applications to advise the director of planned giving or the planned giving officer of any deficiencies to be remedied before the gift can be established.

Skills on Resume: 

• Estate Management (Hard skills)
• Documentation Preparation (Hard skills)
• Financial Analysis (Hard skills)
• Liaison Coordination (Soft skills)
• Legal Communication (Soft skills)
• Donor Interaction (Soft skills)
• Gift Processing (Hard skills)
• Internal Coordination (Soft skills)

Job Summary: 

• Prepare gift paperwork for all life income gifts including but not limited to retained life estates, charitable gift annuities, charitable remainder trusts, and the Foundation’s Pooled Income Fund, and other estate and planned gifts, endowment gifts, restricted gifts and object gifts for the Foundation’s collections.
• Establish and monitor procedures for maintaining current and accurate information for all estates under administration, planned gifts and expectancies to ensure security, data integrity, and confidentiality of donor and planned giving records, submit and request records and data to archives 
• Using PG Calc software (or other subscribed planned giving software, perform gift calculations to determine payments, charitable tax deductions, etc.
• Obtain charitable remainder distribution amounts on all gift annuities, pooled income funds and charitable remainder trusts and provide required information for the withdrawal and distribution of charitable remainder funds.
• Coordinate with the development communications department and or others as necessary to ensure timely and accurate presidential gift acknowledgment and sympathy letters.  
• Develop and prepare regular reports for estates under administration, regular planned giving activity and special reports for the office of planned giving analytics.
• Regularly analyze and evaluate the department’s administrative policies and procedures for efficiency and effectiveness, identifying and recommending improvements whenever possible.
• Serve as the department’s primary liaison with the Foundation’s outside administrator for life income gifts under management.
• Maintain compliance with all state and federal regulations governing life income or other planned gifts.

Skills on Resume: 

• Gift Administration (Hard skills)
• Data Management (Hard skills)
• Software Proficiency (Hard skills)
• Financial Calculations (Hard skills)
• Communication (Soft skills)
• Reporting (Hard skills)
• Policy Analysis (Hard skills)
• Compliance (Hard skills)

Job Summary: 

• Liaise with real estate sales agents and book inspections
• Assist in the management of client leads, follow and the client sign-up process for property management and sales
• Use customer relationship management systems for monitoring and tracking tasks, customer projects and key project dates
• Facilitating the contract administrative process and liaising with third-party providers related to property inspections, quotations and works
• Prepare forms as required for inspections, notice of entry, contracts, letting appointments, leases
• Manage the end-to-end of the sales process for all listings including invoicing, receipting, trust account management, issuing contracts
• Conducting leasing and processing applications
• Assist as necessary with customers and employees in reporting accidents and ensuring these are escalated appropriately.
• Accurate recording and updates of electronic records.

Skills on Resume: 

• Customer Relationship Management (Hard skills)
• Contract Management (Hard skills)
• Real Estate Knowledge (Hard skills)
• Sales Process Management (Hard skills)
• Communication Skills (Soft skills)
• Problem-solving Skills (Soft skills)
• Attention to Detail (Soft skills)
• Record Keeping (Hard skills)

Job Summary: 

• Carefully reads and analyzes all relevant governing instruments including the will, trust agreements, and other documents that will affect the administration of a new estate
• Gathers all required information concerning the decedent’s real estate, tangible personal property, securities and other financial assets and takes whatever steps are necessary to secure and preserve these estate assets
• Promptly raises cash necessary to meet estate tax, administrative expense, debt, and distribution requirements
• Prepares or participates in the preparation, as appropriate, of federal and state estate tax returns, and ensures that these returns are timely filed
• Oversees negotiation and settlement of estate tax audits with federal and state estate tax agents
• Coordinates the prompt and proper distribution of estate assets to beneficiaries and funds all required trusts
• Ensures that Bessemer is adequately protected by securing an effective discharge as fiduciary through judicial or receipt and release settlement, as appropriate, with all interested parties
• Provides technical support and training to client advisors in the area of trust and estate administration
• Complies with all regulatory requirements including but not limited to: Trust policies and procedures, tax and probate court disclosure and deadlines, maintains an adequate document recovery program for estates
• Manages, supported by the estate administrator, the preparation of schedules for estate tax returns, excel spreadsheets, collection of assets, and satisfaction of debts and administration expenses, as well as many other estate administration duties
• Assists with the maintenance and oversight of nationwide vault

Skills on Resume: 

• Document Analysis (Hard skills)
• Asset Management (Hard skills)
• Financial Planning (Hard skills)
• Tax Preparation (Hard skills)
• Negotiation Skills (Soft skills)
• Communication Skills (Soft skills)
• Regulatory Compliance (Hard skills)
• Development (Soft skills)