Job Information
American Heart Association Sr. Bequest Administrator in St. Petersburg, Florida
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 our company culture, our way of life, reflecting our commitment to fostering an inclusive environment, our focus on work-life harmonization, and our Guiding Values. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X (formerly Twitter), 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
Juris Doctor (J.D.) (law degree)
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, detailed 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:
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
Compensation & Benefits
The minimum salary to the range's midpoint is $64,500.00 to $85,900.00. Pay is commensurate with experience; geographic differences may apply to the pay range. The American Heart Association reserves the right to pay more or less than the posted range.
The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.
Compensation – Our goal is to ensure you have a competitive base salary. That’s why we regularly review the market value of jobs and make adjustments, as needed.
Performance and Recognition – You are rewarded for achieving success by merit increases and incentive programs; eligibility for an incentive program is based on the type of position.
Benefits – We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.
Professional Development – You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. HeartU is the Association’s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.
Work-Life Harmonization – The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.
Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.
The American Heart Association’s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the AHA will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.
At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities. We're committed to ensuring our workforce, workplace culture and mission have a shared impact across a diverse set of backgrounds.
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In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.
EOE/Protected Veterans/Persons with Disabilities
#AHAIND1, #LI-Hybrid
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Posted Date 23 hours ago (4/1/2025 5:42 PM)
Requisition ID 2025-15568
Job Category Legal
Position Type Full Time