Bequests Specialist II

Wounded Warrior Project • Jacksonville, FL

4d • Hybrid

About The Position

The Wounded Warrior Project (WWP) Bequest Specialist II provides support to the Legal department and performs duties as the administrative subject matter expert for bequests e.g., trusts, estates, and financial beneficiary designations, under the supervision of the Bequests Manager, Legal Services. The Bequest Specialist is a resource and liaison for the Legal department with internal WWP departments, e.g., Resource Development, Finance/Accounting, and Records Management, and serves as the external liaison with other bequest-related entities and individuals including attorneys, financial advisors, trustees, and personal representatives.

Requirements

• Demonstrate advanced understanding of trust and estate laws, including restricted gifts, charitable trusts, and other philanthropic planning vehicles.
• Excellent communication skills with the tactfulness, maturity, and flexibility to interact with a variety of professional disciplines, both internal and external to WWP, including attorneys, financial advisors, trustees, and personal representatives.
• Strong organizational and time management skills. Demonstrated ability to quickly adapt to changing priorities, prioritize, and effectively handle multiple priorities with tight deadlines.
• Demonstrated ability to interact effectively with diverse individuals and establish and build effective working relationships internally and externally.
• Demonstrated understanding of relationship management and partnering. Exceptional interpersonal skills.
• Excellent attention to detail.
• Demonstrated commitment to continuous learning to enhance knowledge in bequests and planned giving and better support the organization.
• Demonstrated understanding of Wounded Warrior Project and its mission, values, programs and services, and the impact of these programs and services on wounded warriors and their families.
• Proficient using Salesforce CRM and Microsoft Office, e.g., Word, Excel, PowerPoint, Outlook.
• High energy, self-motivated, extremely detail oriented, dependable, and supportive individual able to take initiative, multi-task, thrive under pressure, and produce high-quality deliverables in a timely fashion.
• Able to work effectively in an environment requiring independent and creative efforts and maintain a flexible work schedule.
• Unequivocal commitment to the highest standards of personal and business ethics and conduct.
• Mission-driven, model core values, and a pleasure to work with.
• Three years of experience working with finance, legal, accounting, or related teams.
• Bachelor’s degree in relevant field. Equivalent combination of education, experience, training, or certification may be considered in lieu of degree.

Nice To Haves

• Three years of bequests administration experience.

Responsibilities

• Provide guidance on bequests and perform administrative duties on behalf of the Legal department for bequests administration, e.g., trusts, estates, and financial beneficiary designations.
• Receive, read, review, analyze, interpret, and approve bequest-related legal, non-legal, and financial notices, correspondence, and other documentation.
• Coordinate and conduct the gathering and compiling of information, materials, documents, and other such records to successfully facilitate bequest distributions for the organization.
• Plan, prepare, draft, produce, and present, for both internal and external needs and purposes, information, materials, documents, correspondence, reports, presentations, and other such records.
• Create, organize, and maintain paper and electronic filing systems for information, materials, documents, correspondence, and other such records as needed, in a logical and easily retrievable manner.
• Creates, organizes, and maintains paper and electronic filing systems for information, materials, documents, correspondence, and other such records, as needed in a logical and easily retrievable manner.
• Research, assess, evaluate, report, and perform quality assurance tasks regarding bequest-related policies, procedures, and practices to maintain and enhance continuity of bequest-related services and operations.
• Maintain regular consultation, communication, and coordination, as necessary and applicable, with the General Counsel, Bequests Manager, staff attorneys, paralegals, and outside counsel whenever bequest-related judgment, opinion, or advice is requested or required.
• Manage and develop relationships with essential external parties such as attorneys, accountants, financial advisors, and fiduciaries over the course of bequests administration.
• Maintain regular communication with WWP teams, departments, staff, and teammates, whenever related judgment, opinion, and/or advice is requested and/or required.
• Coordinate and communicate constructively and collaboratively among Legal, Resource Development, Finance/Accounting, and Records Management teams and teammates to ensure and effectuate continuity of support and administrative bequest-related services and operations.
• Create and manage meaningful reporting utilizing CRM and relevant data points.
• Plan, coordinate, conduct, and report on meetings.
• Maintain safeguards of confidential company information and personally identifying information.
• Participate in training and development of less experienced staff.
• 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 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