Development Coordinator, Trusts and Estates - 23030

Overview

World Wildlife Fund (WWF), one of the world’s leading conservation organizations, seeks a Development Coordinator, Trusts and Estates.

Major Function

This position supports the Trusts and Estates team by performing a variety of standard and occasionally complex administrative duties, such as the processing, organization, receipt and reporting of all testamentary gifts to WWF. The coordinator is also responsible for supporting the smooth functioning of the team and its activities using demonstrated administrative and organizational skills, a working knowledge of the estate administration process with a basic knowledge of WWF programs and policies.

Responsibilities

• Receive, open, log, and scan all incoming mail.  Sort and distribute incoming mail to Deputy Director and Trusts and Estates Sr. Specialist.
• Begins the process tracking trusts and estates where WWF is a beneficiary; this includes initial review of correspondence, creating new estate/trust files, following up on requests for wills or other required documentation, answers inquiries and triages the large volume of T & E correspondence for efficient handling, noting matters in the database as appropriate,
• Establishes and maintains department files, including opening new files, filing correspondence, keeping files organized and up to date. Also responsible for closing existing files, arranging and tracking files for offsite storage.
• Creates and monitors various reports for the estate administration function to measure and track results toward goals and updates reports/lists as needed, serving as the team’s point person on data and reporting matters.
• Performs other duties as assigned.

Qualifications

• A bachelor's degree or equivalent experience is required. At least two years of demonstrated success in a law office, non-profit or other organization. Experience in planned giving or estate administration is preferred.
• Working knowledge of wills, trusts, and other financial planning documents is preferred.
• Ability to use word processing and spreadsheet software to create documents and maintain logs. Experience working in CRM database is also preferred.
• Strong organizational and analytical skills to manage workflow for supervisor(s) and ongoing projects.
• Good grammar and proofreading skills needed.
• Basic interpersonal skills requiring courtesy and tact necessary to effectively communicate with staff, callers, and visitors; ability to work as a member of a team.
• Ability to take initiative, prioritize, meet deadlines and complete work with minimal supervision.
• Ability to operate standard office machines and equipment.
• Committed to building and strengthening a culture of inclusion within and across teams.
• Identifies and aligns with WWF’s core values: Courage, Integrity, Respect, and Collaboration:
  • Demonstrates courage by speaking up even when it is difficult, or unpopular.
  • Builds trust with colleagues by acting with integrity, owning mistakes, and holding oneself accountable.
  • Welcomes other points of view and ideas, recognizing and embracing different and contrary perspectives with kindness, curiosity, and encouragement.
  • Makes conscious efforts to promote cooperative practices, behaviors, and ways of working across many groups and individuals.

WWF is committed to maintaining a safe and healthy workplace and requires all US-based staff to be fully vaccinated for COVID-19.  WWF will consider requests for accommodation from the vaccine requirement based on disability, medical contraindication, sincerely held religious belief, or any other category protected by federal, state, or local law.

To Apply:

• Submit cover letter and resume through our Careers Page**,  Requisition #23030**
• Due to the high volume of applications we are not able to respond to inquiries via phone

As an EOE/AA employer, WWF will not discriminate in its employment practices due to an applicant’s race, color, religion, sex, national origin, age, marital status, genetic information, sexual orientation, gender identity and expression, disability, or protected Veteran status. WWF values diversity and inclusion and welcomes diverse candidates to apply.