Estate Assistant - Part Time

The general hourly range for this position is $19.00 - $22.00. Salary offers will be commensurate with experience, qualifications, skills, training, and education.

The Humane Society of the United States (HSUS), the nation’s most effective animal protection organization, is seeking a part time (15-25 hours) Estate Assistant for the Office of General Counsel. In this position you will be assisting with day-to-day management and administration of estates and trusts identifying HSUS and/or HSUS affiliates as beneficiary.

You will be responsible for:

• Creating both paper and database files for new estate matters including entering basic information into database; scanning relevant documents into database; searching HSUS membership database for record(s) and entering applicable information and history into files.
• Forwarding new file to designated member of the estate administration team or furthering action and providing necessary information to other departments, including Philanthropy and Accounting;
• Receiving estate/trust account statements, updating account balances in required database files and based upon pre-established guidelines, filing statements, forwarding to designated members of the estate administration team, and/or providing information to Accounting department. Assisting estate administration team with matters related to the annual review by outside auditors;
• Receiving and reviewing for clarity all K-1 Schedules and Forms 1099 before forwarding to Accounting and filing;
• Recording all incoming checks and updating appropriate database with date deposited or forwarded;
• Regularly monitoring estates/trusts email folder, printing emails and filing in paper files, and forwarding information to designated member of the estate administration team for any further action. On request, obtaining additional information from, or providing information to, insurance/annuity companies, financial institutions, estate fiduciaries, attorneys, HSUS and HSUS affiliate employees, etc.;
• Producing accurate and professional looking written correspondence;
• Receiving and processing all incoming estate-related mail;
• Maintaining current paper and database files and lists for all estates and related matters.

Qualifications and Requirements:

• High school diploma or equivalent required;
• A minimum of two (2) years’ administrative assistant experience, preferably in a legal environment, dealing with a very large workload required;
• Excellent organizational skills and extraordinary attention to detail with respect to documents and files;
• Ability to handle sensitive materials and information with discretion and confidentiality;
• Ability to work efficiently with a very large number of files daily, the ability to manage multiple and often changing priorities and issues of varying complexity, while meeting time sensitive deadlines and deliverables;
• Excellent use of the English language, oral and written;
• Ability to communicate successfully, effectively, and diplomatically with people of all educational and experience levels;
• Proficient in the latest version of Microsoft Office, particularly using Microsoft Word and Excel. Proficient in a ROI database application preferred. Ability to learn new software programs as needed;
• Ability to work both independently and as an effective team member;
• Ability to move/lift up to and including 30 pounds.

This position is located in the DC Metro Area- Hybrid

When applying submit your resume and cover letter as one document.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, and disability, marital or parental status or protected veteran status. EOE