At the American Cancer Society, we're working to end cancer as we know it, for everyone. Our employees and 1.3 million volunteers are raising the bar every single day. We are a culture comprised of diverse backgrounds and experience, to better serve our communities.
The people who work at the American Cancer Society focus their diverse talents on our lifesaving mission. It is a calling. And the people who answer it are fulfilled.
POSITION SUMMARY: The Probate & Trust Administrative Assistant shall assist the attorneys, paralegals and Probate & Trust Management (PTM) staff with the administration of legacy and bequest gifts. Position will also work closely with constituents who are contacting Probate & Trust Management for assistance in sending donations and legal documents
ESSENTIAL FUNCTIONS:
- Manages the PTM phone number, email and Salesforce cases and assist constituents.
- Loads electronic mail (correspondence, pleadings, statements, checks) into iContract for Third-Party vendors to obtain and review.
- Reviews probate and trust income distributions and logs financial information into iContract system.
- Assists attorneys or paralegals with administration of legacy and bequest gifts, including file closures, reconciliations and data clean up within the iContract system.
- Prepares donor acknowledgement of certain donations as required.
- Assists with special projects and requests as needed, including assisting the Director, Insurance Risk & Legal Services with insurance related tasks.
EXPERIENCE/QUALIFICATIONS: (List the MIINIMUM education and experience requirements to perform the essential functions of the position. Specify the degree type if necessary.)
- Minimum Degree Required: Associate Degree or equivalent experience
- Preferred Degree: Associate Degree
- Certificate(s) or License(s): N/A
- Years of experience: 2-4 years of legal experience
KNOWLEDGE, SKILLS, AND ABILITY: (List the MINIMUM knowledge, skills, and abilities required to perform the essential functions of the position):
- Proficiency in software applications, such as Microsoft 365, Salesforce, Conga (or other CLM systems)
- Excellent communication skills - verbal and written
- Excellent organizational skills
- Possess high level of initiative and customer service orientation
TRAVEL REQUIREMENTS: (Provide travel expectations for this role)
PHYSICAL REQUIREMENTS: (Describe the physical demands of the role i.e. frequency of sitting, standing, lifting, walking, bending, etc.
- No or very limited physical effort required.
- No or very limited exposure to physical risk.
ACS provides staff a generous paid time off policy; medical, dental, retirement benefits, wellness programs, and professional development programs to enhance staff skills. Further details on our benefits can be found on our careers site at: jobs.cancer.org/benefits. We are a proud equal opportunity employer.