Bequests Administrative Assistant - Legal

About the role

The Legal Bequests Administrative Assistant position at Wounded Warrior Project (WWP) offers a unique opportunity to contribute to a mission that matters. This role involves providing administrative support to the Bequests team and assisting with various duties related to bequest administration.

Responsibilities

• Perform a broad range of administrative and clerical duties associated with bequests originating from trusts, estates, and financial beneficiary designations.
• Monitor and manage Bequests team correspondence, including mail, telephone, and email inquiries; serve as an initial point of contact; and route inquiries to the appropriate teammate as needed.
• Provide administrative coordination for Bequests teammates by scheduling meetings, appointments, conferences, and teleconferences; managing logistics and communications; and drafting and distributing meeting notes.
• Aid in bequest-related research by reviewing relevant sources such as obituaries, court documents, asset records, and other supporting documentation.
• Process, track, monitor, and image documents related to bequest administration, litigation, and specialized reporting.
• Afford administrative support for Legal teammates as needed.
• 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.
• Provide additional administrative support for Legal teammates as needed.

Qualifications

• 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.).
• 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 escalate 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.

Skills

• 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.).
• 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 escalate 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.

Benefits

At Wounded Warrior Project (WWP), we offer great benefits, competitive pay, and a supportive work environment. Our benefits package includes:

• 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
• A mission that matters is just the beginning

Pay

Competitive pay and performance incentives are offered to our Legal Bequests Administrative Assistant team members.

Schedule

We offer a flexible hybrid work schedule (three days in the office, two days’ work from home).

Application Instructions

To apply for this position, please visit our careers page and submit your resume and cover letter. No phone calls please.

Equal Opportunity Employer

We are an equal opportunity employer committed to providing equal employment opportunity to all persons without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, marital status, citizenship, age, veteran or military status, disability, genetic information, or any other characteristic protected by law. Please note: Wounded Warrior Project is not seeking assistance or accepting unsolicited resumes from search firms without a written search agreement in place. All resumes submitted by search firms to any employee at Wounded Warrior Project via email, the Internet or directly to hiring managers at Wounded Warrior Project in any form without a valid written search agreement in place will be deemed the sole property of Wounded Warrior Project, and no fee will be paid in the event the candidate is hired by Wounded Warrior Project as a result of the referral or through other means."