Project Coordinator Jobs

About The Position

Requirements

• Three years of experience providing administrative support to a group of individuals.
• One year of experience in a legal or fiduciary support role.
• 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.

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