Toronto's estate portfolio needs a Senior Officer skilled in Raiser's Edge, Excel, compliance, and complex file administration.

St. Michael's and Providence Foundation seeks a Senior Officer to oversee daily estate portfolio administration within its Gift & Estate Planning team. This full time permanent position maintains accurate records, tracks deadlines, prepares reports, and supports charitable receipting. The successful candidate also guides colleagues and contributes to strategic initiatives and special projects.

Key Responsibilities:

- Maintain accurate estate records in Raiser's Edge and tracking systems
- Ensure CRA, Foundation, receipting, and legislative compliance
- Identify estate issues, risks, and opportunities for escalation
- Provide colleagues guidance on estate administration matters




- Support operational priorities and Gift & Estate Planning projects

Requirements:

- Bachelor's degree or equivalent combination of education and experience
- Knowledge of estate administration, trusts, and probate procedures
- Experience preparing financial reports and revenue projections
- Advanced Excel and Microsoft Office proficiency
- Exceptional organization across complex files and competing priorities

Use database accuracy, financial reporting, and estate administration knowledge to strengthen St. Michael's and Providence Foundation operations.

📌 Estate Portfolio Officer Raiser's Edge (Toronto)
🏢 St. Michael's Hospital
📍 Toronto