American Heart Association Bequest Administrator in St. Petersburg , Florida

Overview

Are you ready to join an organization where you can make an extraordinary impact every day?

Imagine all Americans enjoying ideal cardiovascular health free of heart disease and stroke. At the American Heart Association and American Stroke Association, we get to work toward that goal every day. Is it easy? No. Is it worthwhile? Absolutely.

This is satisfying and challenging work that makes a real difference in people's lives. We are where you can achieve professional growth with personal fulfillment. We are where you can connect people to making a lifesaving impact. We are where you can partner with individuals, schools, lawmakers, healthcare providers and others to ensure everyone has access to healthier lifestyle choices and proper healthcare. The American Heart Association is where you can make an extraordinary impact.

Responsibilities

The American Heart Association (AHA) has an excellent opportunity for a Bequest Administrator at our office located in St. Petersburg, FL.

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.

Major Responsibilities :

  • 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.

Qualifications

Experience and Qualifications

  • Vocational/Trade Degree in Paralegal or banking/accounting

  • 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

At American Heart Association | American Stroke Association, diversity, inclusion, and equal opportunity applies to both our workforce and the communities we serve as it relates to heart health and stroke prevention.

Be sure to follow us on Twitter to see what it is like to work for the American Heart Association and why so many people enjoy #TheAHALife EOE Minorities/Females/Protected Veterans/Persons with Disabilities

Requisition ID 2019-3838

Job Family Group Business Operations

Job Category Legal