Bequests Specialist

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

• Provide support to the Legal department and perform duties associated with 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.
• 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.
• Cultivate 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.
• Effectively utilize CRM and relevant data points to track and monitor administrative duties.
• Plan, coordinate, conduct, and report on meetings.
• Maintain safeguards of confidential company information and personally identifying information.
• Other duties as assigned.

KNOWLEDGE, SKILLS, & ABILITIES

• Basic 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.
• Ability to interact effectively with diverse individuals and establish and build effective working relationships internally and externally.
• Understanding of relationship management and partnering. Exceptional interpersonal skills.
• Strong attention to detail.
• Continual learning to enhance knowledge in bequests and planned giving to 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.
• Effective use of Salesforce CRM and Microsoft Office, e.g., Word, Excel, PowerPoint, Outlook.
• High energy, self-motivated, extremely detail oriented, dependable, and supportive individual with ability 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.

EXPERIENCE

Requirements

• One year of experience working with finance, legal, accounting, or related teams.

Preferences

• None.

EDUCATION

Requirements

• Bachelors degree in relevant field. Equivalent combination of education, experience, training, or certification may be considered in lieu of degree.

Preferences

• None.

CREDENTIALS OR LICENSURE

Requirements

• None.

Preferences

• None.

WORK ENVIRONMENT/PHYSICAL DEMANDS

• General office environment, temperature controlled.
• 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."