Coordinator, Estate & Gift Planning

Location: Toronto

Salary Band: 3 $34,500 - $57,500

Work Model: Hybrid

WHY JOIN THE CANADIAN CANCER SOCIETY (CCS)?

The Canadian Cancer Society works tirelessly to save and improve lives. We fund the brightest minds in cancer research. We provide a compassionate support system for all those affected by cancer, from coast to coast and for all types of cancer. As the voice for Canadians who care about cancer, we work with governments to establish health policies to prevent cancer and better support those living with the disease. No other organization does all that we do to improve lives today and to change the future of cancer forever.

Help us make a difference. Visit cancer.ca today.

COME AS YOU ARE

At CCS, we embrace everyone’s uniqueness and recognize the strength that lies in differences. We believe in the power of our collective potential and strive to achieve a more diverse, inclusive, and equitable workplace to empower and create opportunities for all. We welcome and encourage applications from all qualified candidates regardless of their gender, age, religion, race, ethnicity, and nationality. Particularly equity deserving groups, such as members of the BIPOC, and 2SLGBTQI+ communities, people living with disabilities, veterans, and anyone who may contribute to the further diversification of the Canadian Cancer Society. Together[LP1] , we unite and inspire all Canadians to change the future of cancer.

JOB OVERVIEW

Reporting to the Senior Manager, Gift and Estate Administration, this position will work with the Estates Team and be responsible for the day-to-day administration and processing of active estate gifts for Ontario, the Prairies, and the Atlantic provinces.

The team will provide specialized training to the candidate, as needed.

WHAT YOU’LL BE DOING:

• The position provides expertise in the field of estate administration.
• Estate Administration of bequest gifts includes securities, trusts, annuities, life insurance, and other gifts for Ontario, Prairie, and Atlantic provinces.
• Manages administration of bequest gifts from initial estate notification to final distribution and closure, including input into Salesforce and SharePoint. Maintains and updates records and data in database according to established processes and protocols, including some scanning of documents.
• Assesses estate and gift issues including designation types, analyzes and coordinates with external parties, including legal counsel and other charity beneficiaries.
• Prepares Releases, cover letters and other legal documents for signature, in accordance with CCS Signing Authority Policy.
• Finance - deposits and tax receipts: Handles deposits to Finance/Gift Processing; handles tax receipt retrieval and accompanying correspondence.
• Keeps current on tax aspects of estates, trusts and other charitable gifts and informed about new legislation and revenue rulings affecting such gifts.
• Liaises with internal departments regarding estate gifts, including Finance, Gift Processing, among others.
• Demonstrated ability to interact comfortably with estate representatives including lawyers, trustees, family members and other professionals.
• Accountable for other job-related duties as assigned and for role modelling CCS’s values by demonstrating our values: courageous, united, caring and rigorous.
• Contribute to our culture of justice, belonging, equity, diversity, and inclusion by ensuring that all staff feel represented and heard regardless of their gender, age, religion, ethnicity, and nationality or race.

QUALIFICATIONS:

• Completion of related post-secondary education, or equivalent combination of education and experience.
• Excellent organizational and interpersonal skills.
• Highly developed customer service, communication, and problem-solving skills.
• Demonstrated ability to interact comfortably with estate representatives including lawyers.
• Shows initiative, tact, diplomacy, attention to detail and trustworthiness.
• Ability to manage multiple projects, while meeting deadlines and determining priorities.
• Outstanding verbal and written communication skills, including developing and building rapport with colleagues, lawyers, trust officers and family representatives, as well as listening, explaining and guiding others through estate administration processes.
• Ability to work independently and as a member of the team.
• Experience with Salesforce and SharePoint an asset.
• Contribute to our culture of justice, belonging, equity, diversity, and inclusion by ensuring that all staff feel represented and heard regardless of their gender, age, religion, ethnicity, and nationality or race.

WHAT YOU CAN EXPECT FROM US:

CCS offers meaningful opportunities to help make a difference in the lives of Canadians with cancer and their families. We arecommitted to fostering a culture that is inspiring, supportive and exemplifies our core values:

COURAGEOUS UNITED CARING RIGOROUS

In return for your skills and dedication, we offer an attractive compensation package that encompasses a competitive salary, excellent benefits and the opportunity to have a rewarding employment experience where your contributions can make a true difference every day.

HOW TO APPLY:

Qualified candidates are invited to submit their resume, cover letter and salary expectations.

CCS is committed to employment equity and encourages applications from all qualified candidates. CCS will make available reasonable accommodations for people with disabilities upon request.

We thank all candidates for their interest and advise that only those selected for an interview will be contacted.

Please note that in keeping with the mandate of CCS to model and promote healthy lifestyles, employees are not permitted to smoke in or about CCS premises or while carrying out CCS business.

As an employer, occupational health and safety legislation requires that we protect our workers from health and safety risks in the workplace. Effective November 8, 2021 (October 15 in Quebec and October 26 in BC) CCS has implemented a mandatory vaccination policy requiring that all staff who work in any of our physical workplaces must be fully vaccinated against COVID 19. All employees will need to attest to their vaccination status through a secure online form or automated application. Reasonable accommodation and remote working will be discussed on a case-by-case basis.

Privacy Disclosure

We collect your personal information through forms, by phone or in person to evaluate your candidacy for the role(s) you have applied for, to contact you regarding your candidacy, and to generate recruitment-related reports. If selected for a position at CCS the information provided will be used for the purposes of pre-employment checks and added to your employee file. We may share your personal information with third parties, including recruitment consultants, within or outside your province or territory or outside Canada to carry out the purposes identified above, or as required by law. We may contact you by mail, email, phone or text. You can exercise your right to access your information or have it corrected, unsubscribe from communications or withdraw your consent by selecting these options within the ADP system, or by contacting privacy@cancer.ca. For more information about our privacy practices, visit cancer.ca/privacy.

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