The position
In this role, you will oversee the complete administration and distribution process for estate gifts - from notification to realisation and acquittal. By fostering strong relationships with legal and financial advisors, you will help grow charitable bequests and build a sustainable pipeline of Gifts in Wills (GIW) supporters.
Representing both the donor and WVA, you will bring expert knowledge in Wills and estate administration, providing guidance on all estate gifts.
Your dedication will directly contribute to creating a brighter future for countless individuals, leaving a lasting impact through the power of giving.
Your responsibilities:
- Foster and maintain professional relationships with key stakeholders involved in the legal administration of estates, including solicitors, executors, senior legal counsel, and finance teams, to ensure the protection and maximisation of gifts in Wills
- Ensure 100% realisation of all notified estate gifts and ensure they are distributed in accordance with the donor’s intentions
- Develop respectful and compassionate relationships with the next of kin, family members, and executors of GIW donors.
- Maintain and grow a national network of solicitors who actively support WVA’s Gifts in Wills program
- Ensure accurate record-keeping for all active and completed bequests/legacies, including donor insights to inform acquisition and loyalty strategies within relevant CRM systems. Maintain a comprehensive Masterfile of deceased estates
- Create and maintain a variety of estate-related communications, including letter templates, newsletters, impact reports, sympathy cards, estate acquittals, and reports for family members and executors
- Work closely with the Marketing and GIW team to ensure all GIW collateral, advertisements, and stories remain current and impactful
Who we’re looking for
We are looking for someone with well-developed relationship management skills who is empathetic and has a high degree of maturity, discretion, and professionalism.
You will have:
- Previous experience in estate administration within a Gifts in Wills role (desirable)
- In-depth understanding of legal matters and legislative requirements related to bequests and estate management, gained through experience in managing deceased estates
- Proven experience in analytical work, financial engagement, and reporting
- Familiarity with Salesforce or other CRM platforms (essential)
- High degree of accountability, self-motivation and initiative
- Solid understanding and experience with relationship management methodologies and practices
- Membership with the FIA or a strong understanding of the FIA Code and Standards
- Tertiary qualifications in a relevant field, or equivalent experience in Legal or Wills and Estate Administration
Working for World Vision means you are making the world better
It’s not every day that a job comes along that lets you change the world. Working for World Vision means looking forward to turning up at work because you know you’re about to do something meaningful. It means working with 35,000 staff and 3.3 million supporters in 100 countries who will stop at nothing to help children live better lives. Join a team that is bold and courageous, and where job satisfaction goes beyond financial reward.
The selection process
For your information, the interviews will start immediately, and the role may be filled before the closing date.
We embrace diversity, employing people from a variety of cultural and religious backgrounds. We take our Safeguarding responsibilities seriously and we are committed to providing an environment that is safe for children. Our stringent recruitment procedures make sure the safest and most suitable people work with the children in our programs. All successful candidates will undergo all required pre-employment checks which is inclusive of a criminal record check. We provide our staff and volunteers with ongoing supervision, support, and training in their work with vulnerable children and their families. World Vision Australia participates in the Inter-Agency Scheme for the Disclosure of Safeguarding-related Misconduct in Recruitment Process within the Humanitarian and Development Sector.
Who we are
World Vision is a Christian organisation that empowers everyday Australians to create meaningful change for children through relief, development and advocacy work.
We offer great benefits such as salary packaging, flexible working arrangements, free on-site parking and an onsite café for our employees.
For more information on World Vision and the work we do, please visit our website: https://www.worldvision.com.au/about-us
World Vision Australia is a Christian relief, development and advocacy organisation that is dedicated to transforming the lives of children and communities by tackling the causes of poverty. We are dedicated to increasing opportunities for Aboriginal & Torres Strait Islander people in line with our Reconciliation Action Plan
