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Bequests Relationship Specialist

People helping people - that's the power of humanity

Apply now Job no: 517560
Work type: Full time
Location: New South Wales, Victoria

  • Permanent position
  • Full time – 38 hours per week
  • Sydney or Melbourne location

Who we are

Australian Red Cross is part of the world’s largest humanitarian organisation. Our aim is to improve the lives of the most vulnerable people in Australia and across our region.

About the role

Bequests represents a significant revenue stream for Australian Red Cross. This role will develop and lead the implementation of the organisation’s bequest strategy with the aim of increasing income, deepening relationships with bequestors and building a robust pipeline.

A key responsibility will be the relationship management of confirmed, intending and considering bequest donors to maximise retention rates and conversion. Additionally you will establish an ongoing acquisition program to support growth of the pipeline.

You will also work with the Bequest Administrator to represent the interests of the donor and Red Cross in the journey of administering a bequest gift and will be responsible for ensuring that all bequest income entitled to be received by Australian Red Cross is accurately forecasted and that estate distribution occurs within anticipated timeframes.

What you will bring

  • Demonstrated experience in bequest program management
  • Exceptional interpersonal and relationship building skills
  • Proven experience in management of financial reporting and budgeting
  • Strong knowledge of legal matters and legislative requirements pertaining to bequests
  • Developed negotiation skills, ideally with experience in mediation
  • Highly developed communication and interpersonal skills with the ability to influence key stakeholders

The benefits

Be part of one of the largest humanitarian organisations and know that the work contributes to improving outcomes for vulnerable people.

Red Cross offers generous salary packaging benefits and flexible working arrangements.

Further information

For further information about this role, please refer to the position description attached below or contact Sophie Helou on shelou@redcross.org.au.

Position description:  Download File Bequest Relationship Specialist (1).pdf

Aboriginal and Torres Strait Islander people are strongly encouraged to apply

Advertised: AUS Eastern Daylight Time

Applications close: AUS Eastern Daylight Time

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