Bequests Coordinator - Legal

Wounded Warrior Project • Jacksonville, FL

35d • Hybrid

About The Position

The Wounded Warrior Project (WWP) Legal Bequests Coordinator provides support to WWP’s Bequests team and assists Bequests teammates with administrative duties, research, document collection, bequest file review, reporting, and associated communications with fiduciaries, attorneys, banking institutions, and internal partners.

Requirements

• Three years of experience providing administrative support to a group of individuals.
• One year of experience in a legal or fiduciary support role.
• Bachelor’s degree. Equivalent combination of applicable education, training, certification, and experience may be considered in lieu of degree.
• 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.
• Routinely uses standard office equipment, e.g., copiers, phones, computers, and filing cabinets.
• Sitting for extended periods.

Nice To Haves

• One year of experience in a nonprofit environment.
• Experience working with trusts and/or estates.

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level