Estates And Relationship Specialist

Details of the offer

Career Opportunities: Estates and Relationship Specialist (2132)Do you want to do work that really matters? Help us end avoidable blindnessFull time, 12-month parental leave contract, based in Sydney (Flexible work from home arrangements available)Closing Date: Sunday the 24th of November 2024ABOUT THE FRED HOLLOWS FOUNDATION The Foundation is an international development organisation working to prevent blindness and restore sight. We continue to carry on the legacy of Professor Fred Hollows, who believed every person had the right to quality eye care, no matter where they live. The Foundation has grown to work in more than 25 countries throughout Africa, South Asia, Southeast Asia, the Middle East and the Pacific, as well as Australia. The Foundation has restored sight to more than 3 million people worldwide. We have an ambitious five-year strategic plan that aims to take us even closer to realising our vision of a world in which no person is needlessly blind or vision impaired and Indigenous Australians exercise their right to sight and good health.
THE OPPORTUNITY The Estates and Relationship Specialist is a key member of the Gift in Wills team and responsible for all communication with key stakeholders including solicitors, executors and family members. The role manages legal and administrative complexities to ensure a smooth estate administration process. This role also advises the public and solicitors on structuring bequests in alignment with the person's wishes and The Foundation's core goals.
ABOUT YOU You are an experienced estate specialist, or a clerk, legal aid, or legal secretary seeking a lateral move into the fundraising sector. Your people-focused approach enables you to build effective working relationships with both internal and external stakeholders. You are a compassionate and detail-oriented individual who possess strong written and verbal communication skills, allowing you to engage compassionately with individuals who have recently lost a loved one.
With excellent organizational and time-management abilities, you thrive under pressure and consistently meet tight deadlines without compromising quality. Your innovative and analytical mindset empowers you to interpret data effectively, and you bring strong experience in database management, ideally with exposure to a CRM or similar system.
KEY RESPONSIBILITIES Sound understanding of the various state and territory estate laws to ensure efficient and effective communication and process around the estate administration and complex estate matters.Professional liaison with executors and solicitors to build positive relationships and ensure timely distribution of gifts through efficient co-ordination and administration of estates.Timely reporting, and identifying when to flag any arising or potential risks and issues.Working with donors, members of the general public and solicitors to structure bequests that are aligned with The Foundations' strategic goals, providing relevant information and if required, guiding them through the process of leaving a gift in their Will to The Foundation.Assist with the transfer of bequeathed shares.Overseeing the archiving process of estate records with the assistance of volunteers in line with the Foundation's policy.Maintain accurate and detailed records of communications around the progress of the administration of estates as well as donor and their preferences on the donor database as well as communication.How we recognise your contribution Through our internal programs and employee benefits we aim to create an environment where you will feel supported and empowered. Whether your focus is on continuous learning, professional development or finding an environment which enables you to thrive while balancing family or personal commitments, we have a range of programs in place to support you.
Please apply directly via the "Apply" Button. Should you have any questions regarding the opportunity please reach out to Hanna Hadaya, Global Talent Acquisition Manager at ******. Kindly note that CVs will not be considered through this email address. Applications Close: Sunday the 24th of November 2024
Aboriginal and Torres Strait Islander people are encouraged to apply for this position. The Fred Hollows Foundation is committed to protecting the rights of children and community partners in all areas where we work. Applicants are advised that The Foundation reserves the right to conduct police checks and other screening procedures to ensure we maintain and promote a child safe environment. Please note: We will not be accepting CV's via agencies for this role

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