Senior Officer, Estates Trusts

at  BC Cancer Foundation

This is the most exciting time in the history of cancer research and care.
We are on the cusp of true transformation. Cancer is the world’s biggest health crisis and the BC Cancer Foundation—the fundraising partner of BC Cancer—has launched the most ambitious and comprehensive healthcare campaign in BC’s history to lead this transformation and elevate cancer care for all British Columbians.
With over 90 employees working across 5 sites in B.C, we are one of the largest non-profit organizations in the province. We engage with over 100,000 donors and communities to inspire philanthropic investment in BC Cancer, and we partner with some of the world’s leading researchers, oncologists and care providers.
At the BC Cancer Foundation, we are a professional, passionate, and positive team who believe that we can help make a positive difference in the lives of all British Columbians and bring us closer to a world free of Cancer.
We are driven by a collective purpose to be a catalyst, powering world class innovation while supporting deeply personal cancer patient journeys.

ABOUT THE OPPORTUNITY:

This is a partially outward facing position and will manage the administration of realized planned gifts made to BC Cancer Foundation, and work with estate related stakeholders including Gift Planning Advisors (GPAs) and testator/trix families in the planning phases of making future gifts.
Reporting to the Director, Estates & Trusts, key responsibilities include:
Responsible for the administration of gifts made through estates, trusts, registered accounts, annuities and life insurance policies, including managing the associated processes, helping to prepare the annual revenue budget, and providing regular reports.
Works to develop and steward relationships between legacy giving/estate related stakeholders and the BC Cancer Foundation with a view to increasing future planned giving opportunities for the Foundation.
Proactive outreach and engagement with the GPA community to build awareness and engage them with the Foundation, supporting enquiries from both donors and advisors regarding technical assistance around the planning of gifts to the Foundation, and looking for opportunities to connect appropriate prospects to the various development teams within the organization.
The Qualifications
A degree or diploma from a recognized post-secondary institution plus 5-7 years recent experience as a trust officer/administrator or as an estate administrator for a charity, or an equivalent combination of education, training and experience.
A clear knowledge and understanding of the Canadian tax system, estate planning and various gifting vehicles is required.
Core Knowledge & Skills
High level of technical knowledge in the administration of gifts made through wills, trusts, registered accounts, annuities and life insurance policies, as well as the tax implications of charitable gifts generally.
Demonstrated ability to develop and maintain professional relationships that are outcome driven.
Familiarity with financial management, including budgeting, reporting and monitoring is essential.
Displays compassion and mature judgment
Highly developed listening, as well as excellent verbal and written communication skills.
Demonstrated ability to work independently, and to take initiative and be fully responsible and accountable for the accurate, timely and effective performance of activities within the assigned portfolio.
Strong project management skills and an ability to work simultaneously on a variety of complex projects with tight deadlines are required.
Strong computer literacy, including competency in the use of fundraising software programs, preferably Raiser’s Edge, and the Microsoft Office suite is necessary to be successful in this role.
Salary Range: $65,000-$87,500

Please refer the Job description for details