ALUMNI EXTERNAL REL SPEC 4 (Trust and Estate Administration Specialist) | University of California Davis
University of California Davis
Location
Davis, CA | United States
Job description
ALUMNI EXTERNAL REL SPEC 4 (Trust and Estate Administration Specialist) Department Description
Development and Alumni Relations provides leadership in building enduring public trust, understanding, and support for UC Davis and its mission of teaching, research, and public service. DEVAR manages fundraising campaigns for the central campus, alumni services, and other opportunities of engagement for UC Davis friends, retirees, students and volunteer leaders.
As part of the Division of Development and Alumni Relations (DEVAR), the University Development Office (UDev) provides leadership, support, and coordination and services to help build philanthropic support for UC Davis' research, teaching, and service mission and its related fundraising priorities to meet its goals.
Job Summary
Under the general direction of the Executive Director and Counsel for Planned Gift Administration, provide experienced, high-level programmatic, analytical, technical and administrative services for the Office of Planned Giving. Actively manage the estates in administration program for UC Davis (Davis and Sacramento campuses). Partners with and assists campus-wide and system-wide colleagues, including the chancellor, provost, deans, faculty and staff, and interacts with university agents, UC Davis Foundation trustees, alumni, business and community leaders, private foundation officers, attorneys, accountants, financial advisors, donors, executors, trustees, surviving family members, and others in carrying out the responsibilities of the position. Provide critical support including project management and analytical and administration expertise to the planned giving program. Ensures a high level of effectiveness and service that is consistent with University Development goals and works in concert with stakeholders at multiple levels. This position requires excellent communication across all levels of the organization that is collegial, collaborative, and in alignment with the UC Davis Principles of Community.
The incumbent will serve as the pillar lead and project manager for the UC Davis Trust and Estate Administration Program utilizing legal, financial and technical knowledge to assist in the proper fiduciary management and administration of all estate gifts to the University. As a member of the Planned Giving Team, this position engages with the group in supporting the unit's overall goals. Each team member will have primary functional responsibilities, while serving as backup to other members as needed; duties may include work in the bequest expectancy gift portfolio or real estate and split income gifts portfolio during periods of significant workload or absence.
Position Information
Apply by Date 2/12/2024 Salary Range $72,300 /yr. - $131,100/yr. (Department budgeted salary range: $90,000/yr. - $100,000/yr. Commensurate with experience.) Appointment Type Career Number of Positions 1 Percentage of Time 100% Shift Hours Manager will advise. Location Davis, CA / Eligible for Hybrid Schedule Union Representation No Benefits Eligible Yes
PHYSICAL DEMANDS - Mental Demands: Analytical and Problem Solving - constantly, Constant Interruptions - occasionally, Customer Contact - constantly, Detailed Work - constantly, Reading (documents or instruments) - constantly, Reasoning - constantly, Verbal Communication - constantly, Written Communication - constantly, Confidentiality - constantly, Language - constantly, Math - frequently, Multiple Concurrent Tasks - frequently
- Lifting Requirements: Up to 10 Pounds (Sedentary) - occasionally
- Visual Acuity Requirements: Close Visual Acuity (e.g., viewing a computer screen; using measurement devices)
- Noise Conditions: Quiet Noise Conditions WORK ENVIRONMENT
- The Smoke and Tobacco Free Environment policy is intended to provide a healthier, safer, and more productive work and learning environment for the entire UC community. The University of California prohibits smoking and tobacco use at all University owned or leased properties, or facilities operated by UC staff or faculty. Smoking and tobacco use are strictly prohibited in indoor and outdoor spaces, parking lots, residential space, and University vehicles. MINIMUM QUALIFICATIONS Minimum Education/Experience:
- Experience in the legal profession including demonstrated skills in reviewing or preparing complex legal documents (i.e., revocable and irrevocable trusts, wills, estate plans, beneficiary designations, trust accountings, probate pleadings etc.)
- Experience with processes of probate, trust administration, and beneficiary claims and proficiency with the related legal terminology.
- Strong planning and organizational experience to determine competing workload priorities and skill to meet deadlines, goals, and objectives; flexibility to shift priorities as urgency dictates; experience to work with a high degree of autonomy using sound judgment and troubleshoot issues and situations; and ability to initiate and follow through on tasks despite heavy workloads, frequent interruptions, and/or distractions.
- Computer-related experience to utilize word processing, calendar, email, spreadsheet, database, and presentation software.
- Experience in reviewing, comprehending, interpreting, and applying complex University policies and procedures, informational materials, legal documents and a variety of different tax codes, revenue procedures, court cases and statutory regulations and laws relating to trust and estate administration. Minimum Knowledge, Skills, and Abilities (KSA):
- Advanced interpersonal, oral and written communication skills to effectively interact with external (i.e. professional advisors and donor representatives) and internal constituents to meet their needs in a responsive and professional manner, as well as to prepare a variety of correspondence, reports, and agreements related to probate and trust administration. PREFERRED QUALIFICATIONS Preferred License/Certification:
- California Paralegal Certification
- Notary Public or ability to successfully obtain within 6 months. Preferred Knowledge, Skills, and Abilities (KSA):
- Knowledge and skills to collect information, perform research and related activities for the evaluation required to accept and dispose of gifts of real property.
- Awareness, knowledge, and skill in applying diversity, equity, and inclusion to one's work. A profound belief in the value of a diverse and safe workforce and a commitment to achieve this goal through collaboration and team building, working cooperatively with a diverse group of department and campus constituencies. SPECIAL REQUIREMENTS Background Check This position is a critical position and subject to a background check. Employment is contingent upon successful completion of background investigation including criminal history and identity checks. Diversity, Equity, Inclusion and Belonging At UC Davis, we're solving life's most urgent challenges to bring a fuller, healthier, and more resilient world within reach. We grow from every challenge we take on and we don't just maintain - we improve. We recognize that creating an inclusive and intellectually vibrant organization means understanding and valuing both our individual differences and our common ground. The most comprehensive solutions come from the most diverse minds, and you belong here. As you consider joining UC Davis, please explore our This position is a critical position and subject to a background check. Employment is contingent upon successful completion of background investigation including criminal history and identity checks. Diversity, Equity, Inclusion and Belonging At UC Davis, we're solving life's most urgent challenges to bring a fuller, healthier, and more resilient world within reach. We grow from every challenge we take on and we don't just maintain - we improve. We recognize that creating an inclusive and intellectually vibrant organization means understanding and valuing both our individual differences and our common ground. The most comprehensive solutions come from the most diverse minds, and you belong here. As you consider joining UC Davis, please explore our Principles of Community , our Clinical Strategic Plan and strategic vision for research and education, and our latest efforts to outgrow the expected . The University of California is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy. Apply by Date 2/12/2024 Salary Range $72,300 /yr. - $131,100/yr. (Department budgeted salary range: $90,000/yr. - $100,000/yr. Commensurate with experience.) Appointment Type Career Number of Positions 1 Percentage of Time 100% Shift Hours Manager will advise. Location Davis, CA / Eligible for Hybrid Schedule Union Representation No Benefits Eligible Yes To apply, visit The University of California is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy. Copyright 2022 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-dd8f90b3ccee474aa0ef6837e359f317
About University of California Davis
UC Davis is the home of the Aggies — go-getters, change makers and problem solvers who make their mark at one of the top public universities in the United States. Since we first opened in 1908, we’ve been known for standout academics, sustainability and Aggie Pride as well as valuing the Northern California lifestyle. These themes are woven into our 100-plus-year history and our reputation for solving problems related to food, health, the environment and society.Our 5,300-acre campus is in the city of Davis, a vibrant college town of about 68,000 located in Yolo County. The state capital is 20 minutes away, and world-class destinations such as the San Francisco Bay Area, Lake Tahoe and the Napa Valley are within a two-hour drive.
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