Bequests Relationships Specialist

This role will help execute the bequest and mid value donor stewardship and retention strategy with the aim of increasing financial support, deepening relationships with bequestors and mid value donors, and building a robust pipeline. 

A key responsibility will be stewarding relationships to maximise retention rates, conversion and ongoing support. You will work with Senior Fundraising Managers and the Senior Specialist – Bequests and other relevant stakeholders to assist in executing the strategies set for conversion and cultivation of donors. Working within a KPI framework, you will need to operate within a strategic approach to ensure the portfolio’s future development. 

What you will bring 

• Sound interpersonal and relationship building skills and respectful ways of working 

• Demonstrated experience in retention and stewardship management. 

• Sound collaboration, presentation and leaership skills. 

• The ability to role model excellent behaviours and fosters accountability, passion, and trust in the team. 

• Analytical skills and demonstrated ability to assess, evaluate and solve problems and exercise initiative and judgment where practices and procedures are not clearly defined. 

• A commitment to the Fundamental Principles of Red Cross. 

• Intermediate understanding of Microsoft Office tools, such as Outlook, Word, and Excel and the aptitude to learn new systems, including CRMs, quickly  

• Proven successful experience stewarding customers/donors. 

Benefits that act for you, while you act for humanity  

 Financial wellbeing: In addition to your salary, you can take advantage of salary packaging that could provide you with a great way to reduce the amount of tax you pay – and get more from your salary. You can salary package up to $15,900 for living expenses (such as rent, groceries, utility bills); up to $2,650 for holiday accommodation and meals when dining out; Novated car leases; superannuation and purchase additional annual leave.  

Health & Wellbeing: You can tap into specialist advice for nutrition, sleep, resilience and mindfulness. And access guided meditation and other wellbeing programs.  

Work/Life Flexibility: You can access flexible working arrangements, paid ‘Me’ day just for you and a wide range of other paid leave options 

Career development: Access to ongoing learning, training, and development courses