Bequests Coordinator - Legal

Great benefits. Competitive pay. We know these are some of the things people look for in a job.

If you’re the kind of person who believes that honoring and empowering our nation’s veterans is more than just a cause — that it’s a calling — then we’re ready to meet you.

When you join Wounded Warrior Project® (WWP), you’re committing to making a difference. We make a commitment to you, too – helping you to find that spark, ignite your passion to serve, and embark on a career with meaning and purpose.

At WWP™, we recognize our mission cannot be accomplished without our talented teammates, which is why we’re proud to offer benefits such as:

·       A flexible hybrid work schedule (three days in the office, two days’ work from home)

·       Full medical, dental, and vision coverage for both teammates AND family members

·       Competitive pay and performance incentives

·       A fun, mission-focused, and collaborative team environment

A mission that matters is just the beginning, so if you’re ready to get started, we’re ready for you.

DUTIES & RESPONSIBILITIES

• Perform a broad range of administrative and clerical duties associated with bequests originating from trusts, estates, and financial beneficiary designations.

• Organize, file, and maintain documents and records while ensuring discretion and confidentiality.

• Assign and create new bequest files and establish physical and electronic records for Bequests teammates.

• Conduct research and/or asset-based research associated with bequest matters (i.e., obituaries, court documents, etc.).

• Assist with follow-up communications related to bequest files, as needed.

• Maintain Bequests team's tracking reports and presentations. 

• Generate and prepare the Bequests team’s weekly, monthly, and quarterly reports. 

• Prepare periodic financial and check logs and confirm deposits.

• Support the Bequests team by assisting with special projects and key initiatives. 

• Update and maintain Bequests database systems (e.g., Salesforce Lightning).

• Work closely with the Bequests Manager regarding calendar management.

• Attend and actively participate in required training and/or meetings, including but not limited to New Teammate Orientation, WWP Cares, ASIST Suicide Prevention training, Leadership training, culture/team based training, or departmental huddles.

• Other related duties as assigned.

KNOWLEDGE, SKILLS, & ABILITIES

• Demonstrated ability to manage administrative activities for multiple teammates.

• Excellent verbal and written communication skills.

• Ability to read and understand various legal instruments (trusts, wills, beneficiary designations, etc.).

• Ability to conduct basic research, review supporting documentation, and summarize or escalate relevant information related to bequest administration.

• Demonstrated ability to draft written communications, administrative memos, and business correspondence.

• Excellent editing and proofreading skills. Strong attention to detail and accuracy.

• Demonstrated ability to produce high-quality deliverables while coordinating multiple projects.

• Strong organizational and time-management skills. Well-organized, dependable, and efficient. Demonstrated ability to effectively manage multiple tasks, assignments, and priorities, and complete deliverables within deadlines.

• Data entry experience and understanding of customer relationship management systems (e.g., Salesforce).

• Demonstrated proficiency using Microsoft Office (e.g., Word, Excel, Outlook, PowerPoint, Adobe Acrobat DC).

• Exceptional interpersonal and collaborative skills. Team player with the ability to respond with tact and compassion.

• Ability to review information for accuracy, identify discrepancies, and escalate issues as appropriate.

• High energy level, self-starter, and willingness to take initiative.

• Unequivocal commitment to the highest standards of personal and business ethics and conduct.

• Mission-driven, guided by core values, and a pleasure to work with.

EXPERIENCE

Requirements

• Three years of experience providing administrative support to a group of individuals.

• One year of experience in a legal or fiduciary support role.

Preferences

• One year of experience in a nonprofit environment.

• Experience working with trusts and/or estates.

EDUCATION

Requirements

• Bachelor’s degree. Equivalent combination of applicable education, training, certification, and experience may be considered in lieu of degree.

Preferences

• None.

CERTIFICATIONS & LICENSURE

Requirements

• None.

Preferences

• None.

WORK ENVIRONMENT/PHYSICAL DEMANDS

• General office environment; temperature controlled.

• Routinely uses standard office equipment, e.g., copiers, phones, computers, and filing cabinets.

• Overtime and weekend work as needed.

• Sitting for extended periods.

• Up to 5% travel.

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Wounded Warrior Project® is an equal opportunity employer committed to providing equal employment opportunity to all persons without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, marital status, citizenship, age, veteran or military status, disability, genetic information, or any other characteristic protected by law.

Please note:
Wounded Warrior Project is not seeking assistance or accepting unsolicited resumes from search firms without a written search agreement in place. All resumes submitted by search firms to any employee at Wounded Warrior Project via email, the Internet or directly to hiring managers at Wounded Warrior Project in any form without a valid written search agreement in place will be deemed the sole property of Wounded Warrior Project, and no fee will be paid in the event the candidate is hired by Wounded Warrior Project as a result of the referral or through other means."