Bequests Coordinator - Legal

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

The Wounded Warrior Project (WWP) Legal Bequests Coordinator provides support to WWP’s Bequests team and assists Bequest teammates with administrative duties, research, document collection, bequest file review, reporting, and related communications with fiduciaries, attorneys, banking institutions, and internal partners.

• 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 Bequest 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 Bequest team's tracking reports and presentations.
• Generate and prepare the Bequest team’s weekly, monthly, and quarterly reports.
• Prepare periodic financial and check logs and confirm deposits.
• Support the Bequest team by assisting with special projects and key initiatives.
• Update and maintain Bequest database systems (e.g., Salesforce Lightning).
• Work closely with the Bequest 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.

• 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 elevate 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 hold 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.

Requirements:

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

• One year of experience in a nonprofit environment.
• Experience working with trusts and/or estates.

• Bachelor’s…