Bequests Specialist II

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. 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. DUTIES & 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. A ttend 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. KNOWLEDGE, SKILLS, & ABILITIES 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. EXPERIENCE Requirements Three years of experience working with finance, legal, accounting, or related teams. Preferences Three years of bequests administration experience. EDUCATION Requirements Bachelor’s degree in relevant field. Equivalent combination of education, experience, training, or certification may be considered in lieu of degree . CREDENTIALS OR LICENSURE Requirements None. Preferences None. WORK ENVIRONMENT/PHYSICAL DEMANDS General office environment, temperature controlled. Up to 5% travel. *ca-dj #LI-HYBRID 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."