Wounded Warrior Project

Bequests Coordinator - Legal

Jacksonville, FL

Sponsorship not specifiedDetected 13 days ago

SparkSalesforceCRMExcelResearchLeadershipCommunicationMicrosoft Office

About the role

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.

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.).
Maintain Bequests team's tracking reports and presentations.
Support the Bequests team by assisting with special projects and key initiatives.
Update and maintain Bequests database systems (e.g., Salesforce Lightning).

Three years of experience providing administrative support to a group of individuals.
One year of experience in a nonprofit environment.
Experience working with trusts and/or estates.
Bachelor's degree.

Excellent verbal and written communication skills.
Ability to read and understand various legal instruments (trusts, wills, beneficiary designations, etc.).
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.
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).
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.

Great benefits.
At WWP™, we recognize our mission cannot be accomplished without our talented teammates, which is why we're proud to offer benefits such as:
Full medical, dental, and vision coverage for both teammates AND family members
A flexible hybrid work schedule (three days in the office, two days' work from home)

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 character

This listing is sourced directly from Wounded Warrior Project's careers page and normalized into a canonical job model.