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    Senior Estate Coordinator - New York, United States - Natural Resources Defense Council

    Natural Resources Defense Council
    Natural Resources Defense Council New York, United States

    3 weeks ago

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    Description

    Overview

    NRDC is a non-profit environmental advocacy organization. We use law, science, and the support of 3.1 million members and online activists to protect the planet's wildlife and wild places and to ensure the rights of all people to clean air, clean water, and healthy communities. NRDC was founded in 1970 and our people helped write some of America's bedrock environmental laws, including the Clean Water Act and many of the implementing regulations. Today, our team of more than 700 lawyers, scientists, economists, policy advocates, communications experts, and others work across the United States and the globe from our offices in Beijing; Bozeman, Montana; Chicago; New Delhi; New York; San Francisco; Santa Monica; and Washington, .

    NRDC is seeking an Estate Coordinator to work with the Planned Giving team in our New York office.

    Position Summary

    The Estate Coordinator will be responsible for the administration of estates originating from investment accounts, wills and trusts. The coordinator will communicate with attorneys, financial institutions and trustees. The person will also maintain documents related to estate administration including NRDC corporate documents.

    Responsibilities

    Retirement Plans Administration

  • Receive, review, and organize claim forms from financial institutions regarding bequests originating from IRA's (traditional and Roth), life insurance policies, TOD accounts, brokerage accounts, CD's, and annuities.
  • Communicate via phone with financial institutions to clarify required information on forms, mandatory submission of personal data from authorized representatives, and confirm what individuals can sign.
  • Coordinate signatures, notary, medallion stamps (if required), and personal data entry with NRDC authorized representatives.
  • Provide follow up with financial institutions regarding the status of accounts; act as the point of contact for NRDC.
  • Coordinate with NRDC authorized individuals to call financial institutions for account liquidations, etc. as needed.
  • File and upload to database all account related correspondence received.
  • Confer with Estate Manager regarding problematic accounts.

    • Estate Administration

  • Review Notice of Probates, Will, and Trust documents to determine NRDC's interest in the estates.
  • Update database and estate spreadsheet regarding deceased individuals.
  • Create hard file for decedents. Scan and save correspondence electronically and in hard file.
  • Deliver correspondence to Estate Manager for review, follow up, and communication with attorney, trustee, and executor.
  • Assist with various estate matters assigned by Estate Administrator.

    • Manage NRDC Corporate Documents

  • Ensure the Planned Giving department maintains current original copies and electronic versions of necessary NRDC corporate documents.
  • Coordinate with Corporate Counsel office for updates and/or changes in authorized officers and updating documents.

    • Qualifications

  • Individual should have experience with estate administration.
  • Proficient in reading and understanding legal language and legal documents.
  • Must be able to work independently and handle multiple tasks.
  • Excellent written and oral communication skills along with strong interpersonal skills.
  • Excellent organizational skills and meticulous attention to detail are essential.
  • Knowledge of SalesForce donor database.

    • NRDC is committed to advancing diversity, equity, and inclusion, both in our work and in our workplace. We believe that celebrating and actively welcoming diverse voices and perspectives is essential to solving the planet's most pressing environmental problems, and we encourage applications from candidates whose identities have been historically under-represented in the environmental movement.

    We are an equal opportunity employer and do not discriminate in hiring or employment on the basis of race, color, religion, gender, gender identity or expression, marital status, sexual orientation, national origin, citizenship, age, disability, veteran status, or any other characteristic protected by federal, state, or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

    We offer competitive salaries, , and a supportive working environment. Salary is based on a nonprofit scale and is commensurate with skills and experience. Internal equity will be reviewed and considered to determine a final offer. For this position, the salary range is $63,000 to $72,000.

    Our offices are open and we are operating in a hybrid model. We offer NRDCers flexibility, and we ask them to come into the office and spend meaningful time there in collaboration with their colleagues. We call this purposeful presence.

    As a science-based organization, NRDC aims to do our part to help contain the COVID-19 public health crisis. For the sake of health, safety, and equity, we ask that people be vaccinated unless they have an approved medical or religious accommodation or other exemption in accordance with state and local law. We consider a person to be vaccinated two weeks after receiving one full course of a CDC-approved vaccine. In accordance with state or local law, new hires will be asked to attest to vaccination, those wishing to do so may request medical or religious accommodations or other exemptions via NRDC Employee Relations. NRDC treats all vaccine-related data confidentially, in keeping with local, state, and federal laws.

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