The Estate Administration Financial Coordinator will work as part of a functional team of organizational priority within the centralized development division under the Chief Development Officer. The team, Estate Administration, will be responsible for providing centralized resources and guidance to its own department, as well as chapters across the organization, on the functions around the administration of matured bequest/trust gifts and the accompanying financial data.
The Estate Administration Financial Coordinator will work toward meeting the strategic priorities of the team through both the completion of day-to-day tasks and activities as well as taking on temporary project work as needed. S/he will have the primary responsibility to maintain, track, and report on all financials related to incoming matured estate and trust funds by utilizing the Engage 360 system as well as other systems of record and databases. S/he will also be responsible for the correct allocation of these funds and communicating effectively with field staff to ensure the donor language and project IDs align for compliance purposes. S/he will provide administrative support (and occasional external training) related to the day to day functions of the Estate Administration Team and will handle less complex estate files, when needed. The Estate Coordinator must be well versed in all systems, programs and resources utilized by the team in order to execute assigned tasks efficiently and timely. S/he will implement processes and practices in order to improve effectiveness and be able to nimbly reprioritize current workload to take on new tasks when necessary and do so with little input to ensure seamless team performance.
RESPONSIBILITIES AND SCOPE
- Act independently on assigned tasks and exercise independent judgment based on analysis and experience.
- Coordinate projects with several variables, work within a defined timeline and budget.
- Does not supervise any staff, but may supervise interns, volunteers, and/or temporary staff.
- Ensure compliance with TNC policies and procedures, and external (donor/legal/IRS) requirements.
- Financial responsibility includes working within a budget, processing invoices and transfers, and contracting with vendors.
- Provide input through project teams for the improvement of existing programs.
- Refer difficult questions and unusual problems to supervisor.
- Occasional travel and ability to work flexible hours, if necessary.
- Work environment involves only infrequent exposure to disagreeable elements and minor physical exertion and/or strain.
- Work is diversified and may not always fall under established practices and guidelines.
- Work within scope of program’s strategic goals.
- Experience building relationships with internal and external partners and stakeholders.
- Experience generating reports and interpreting/analyzing relevant data.
- Experience in business writing, editing, and proofreading.
- Experience working across teams.
- Experience, coursework, or other training in principles and practices of one or more of the following: finance, gift planning or estate administration fields.
DESIRED QUALIFICATIONS
- Multi-lingual skills and multi-cultural or cross-cultural experience appreciated.
- Experience with accounts payable and managing invoice processes.
- Ability to recognize and proactively suggest solutions to problems.
- Ability to work and learn independently but willingly seeks out the right sources for information when necessary.
- Ability to implement processes and strategic program goals.
- Ability to coordinate disparate assigned tasks, reprioritize and work with high volume.
- Ability to use existing technology to achieve desired results.
- Ability to write and edit business processes for training and reference purposes.
- Experience with database administration and spreadsheet software, including managing and tracking data.
- Strong organizational skills, accuracy, and high attention to detail.
The Nature Conservancy offers competitive compensation, 401k or savings-plan matching for eligible employees, excellent benefits, flexible work policies and a collaborative work environment. We also provide professional development opportunities and promote from within. As a result, you will find a culture that supports and inspires conservation achievement and personal development, both within the workplace and beyond.