Coordinator II - Legal, Estate (Memphis, TN) jobs in United States
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St. Jude Children's Research Hospital - ALSAC · 19 hours ago

Coordinator II - Legal, Estate (Memphis, TN)

St. Jude Children's Research Hospital - ALSAC is a respected nonprofit dedicated to curing childhood cancer. The Coordinator II - Legal, Estate will manage testamentary gifts to the hospital, ensuring compliance and timely execution of documents while interacting with various stakeholders involved in estate administration.

CharityFinancial ServicesHealth Care

Responsibilities

Manage and maximize gifts left to St. Jude in wills, trusts, and other testamentary documents
Review testamentary documents and ensure compliance with ALSAC policies and audit requirements
Obtain and review necessary documentation for verification of gifts
Provide initial and ongoing training for new hires and Estate Coordinator staff
Assist the Senior Director in setting production goals and redistributing workload as needed
Maintain and update the Trusts and Estates procedures manual
Monitor litigation and special handling estate files
Produce litigation reports for distribution to the General Counsel and Legal Committee
Liaise between ITS and the Legal Department, providing IT training for legal applications
Prepare weekly, monthly, and annual estate and bequest reports for various departments
Analyze interim and final account statements for estates and trusts
Resolve errors and discrepancies in accounting related to estate distributions
Serve as the point of contact for trust officers, executors, estate attorneys, and family members of donors
Engage in prospective donor cultivation through communication of the hospital’s mission and stewardship of donor funds
Coordinate with internal departments to handle special gift situations
Research estate assets and determine the need for special handling, including environmental audits for real estate
Communicate ALSAC's policies and needs to executors and attorneys to facilitate asset liquidation and distribution

Qualification

Probate administrationTrust administrationEstate managementMicrosoft Office SuiteLegal documentationProofreading skillsTrainingResearch skillsAttention to detailCommunication skillsMentorship

Required

Extensive knowledge of probate and trust administration procedures
Acute attention to detail and excellent proofreading skills
Clear and concise written and verbal communication skills
Proficiency in Microsoft Office Suite (365)
Graduation from an approved paralegal program
Minimum of five years of experience in estate, trust, and probate matters in a legal, financial, or related setting

Benefits

Core Medical Coverage: (low cost low deductible Medical, Dental, and Vison Insurance plans)
401K Retirement Plan with 7% Employer Contribution
Exceptional Paid Time Off
Maternity / Paternity Leave
Infertility Treatment Program
Adoption Assistance
Education Assistance
Enterprise Learning and Development

Company

St. Jude Children's Research Hospital - ALSAC

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ALSAC is the largest healthcare-related charity in the United States.