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Bequest Administrator

This job is no longer available

St. Petersburg, FL, USASt. PetersburgFLUSA
Full-time

In this role, you will be responsible for estate administration process for bequests from wills, trusts, split-interest agreements, perpetual trusts and other testamentary instruments. Responsible for managing and processing distributions from various estate sources.

Areas of Responsibility: 
  • 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 physical hard file.
  • Communicates and coordinates bequest activities with estate/trust representatives and attorneys. Collaborates with all parties to resolve concerns or issues. Processes receipts for liquidation of estate assets.
  • Maintains accurate records for split-interest trusts and perpetual trusts and provides information for correct financial recording of assets and audit review.
Educational Background: 
Vocational/Trade Degree in Paralegal or banking/accounting
Skills/Experience: 
  • Minimum two years of experience in the related field
  • Experience with estate planning legal documentation and financial instruments
  • Experience with basic accounting principles
  • Proficient with Microsoft Office applications
  • Strong written and oral communication skills
  • Highly organized and able to work with minimal supervision

Organization Info

American Heart Association | American Stroke Association

Overview
Headquarters: 
Dallas, TX, United States
Annual Budget : 
More than $500M
Founded: 
1949
About Us
Mission: 

The American Heart Association's mission is to build healthier lives free of cardiovascular diseases and stroke, America's No. 1 and No. 5 killers.

Founded in 1924, our organization now includes more than 30 million volunteers and supporters. We fund innovative research, fight for stronger public health policies, and provide critical tools and information to save and improve lives.

Listing Stats

Post Date: 
Feb 11 2019
Active Until: 
Mar 11 2019
Hiring Organization: 
American Heart Association | American Stroke Association
industry: 
Nonprofit