Specialist, Estate Administration - 25009

at  World Wildlife Fund

Overview:
World Wildlife Fund (WWF), one of the world’s leading conservation organizations, seeks a Specialist, Estate Administration

• Manages and processes estate gifts from life insurance, retirement accounts, bank/investment accounts and various other pay on death gifts. This includes obtaining and completing claim forms, acquiring death certificates and other supporting documentation from the executor, attorney or financial institution, and ensuring the gift is realized in a timely manner.
• Acts as primary manager of estates with a specific bequest, working with executor and attorney to insure timely receipt of gift. This includes initial review of correspondence, creating new estate/trust files, following up on requests for wills or other required documentation, answers inquiries and triages the large volume of T & E correspondence for efficient handling, noting matters in the database as appropriate.
• Proactively follows up with estate attorneys and executors to ensure timeliness and accuracy of distributions and prepare acknowledgement letters. Ensure estate status is updated in CRM database.
• Review and prepare documents for signature (receipts, refunding bonds, inheritance or annuity claim forms, etc.) and forward to appropriate signatory.
• Maintain electronic and physical records of all bequests. Monitor and update donor database to ensure all gifts are correctly recorded.
• Performing other duties as assigned