Sr. Bequest Administrator
US-FL-St. Petersburg
Careers (External)
Req #: 15568
Type: Full Time
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Overview: Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today's biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us. The American Heart Association has an excellent opportunity for a Sr. Bequest Administrator in our Mission Advancement department! This position will work in a hybrid setting (in office 2 days a week at a minimum) in our St. Petersburg, Florida office. The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally. #TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X, and at heart.jobs. Responsibilities: Responsible for the estate administration process for gifts from wills, trusts, split-interest agreements, perpetual trusts, and other testamentary instruments. Responsible for managing and processing distributions from various estate sources. Oversees bequest-related litigation and handles liquidation of any real estate received in-kind through the bequest process. Reports to and fills in for the VP-Estate Settlement as needed. * Monitors, reviews, and processes legal documentation, trust statements, and related materials for bequest distribution requirements and restrictions * Maintains and ensures data and donor information is accurate and up to date in both electronic database and electronic document depository * Communicates and coordinates bequest activities with estate/trust representatives and attorneys. Collaborate with all parties to resolve concerns or issues. Processes receipts for liquidation of estate assets * Maintains accurate records for split-interest and perpetual trusts and provides information for correct financial recording of assets and audit review * Serves as point person on all bequest-related litigation Qualifications: * Paralegal * At least three (3) years of experience * Knowledge of estate planning techniques, probate & trust administration * Ability to manage litigation, including cost-benefit analysis of pursuing/hiring counsel * Organized, detail-oriented, and able to work with minimal supervision * Strong written and oral communication skills; good negotiation skills * Ability to use MS Office products * Ability to travel up to 5% local and overnight stay Preferred Experience: * Juris Doctor (J.D.) (law degree) * Ability to work with staff in a collaborative "supervision-light" way * Public speaking abilities * Knowledge and understanding of real estate transaction activities * Knowledge and understanding of non-profit accounting procedures
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