Gift Planning Administrator at William & Mary in Posting Location

Job description

Job Requisition: JR102137 Gift Planning Administrator (Open) Job Posting Title: Gift Planning Administrator Department: CC00292 WM001 | WMUA | Gift Planning Job Family: Staff - Administrative & Office Support Worker Sub-Type: Regular (benefited) Job Requisition Primary Location: Discovery 1 Primary Job Posting Location: Posting Location - William & Mary Job Description Summary: University Advancement creates the conditions for opportunity – human, financial & experiential – by garnering and stewarding the resources that advance William & Mary. William & Mary Foundation’s defining and essential mission is to support the university’s people and programs. By seeking private support, and then diligently managing those funds, the W&M Foundation advances and furthers the work of William & Mary’s students and faculty —providing vital resources for scholarships, professorships, research and program funding. Consistent with the University’s shared services agreement with the William & Mary Foundation, this position is dual hat assigned 25% effort to support Foundation Services, LLC, a subsidiary of the William & Mary Foundation with the responsibilities outlined below. The Office of Gift Planning handles complex testamentary gifts (bequests), outright gifts to William & Mary including real estate, charitable distributions from IRAs, closely held stock, and deferred gifts of trusts and charitable gift annuities. The Office of Gift Planning ensures that donors, gift officers, other university employees, executors, trustees, donors’ professional advisors and others who request assistance from the Office of Gift Planning obtain prompt, knowledgeable, thoughtful, thorough and exceptionally helpful assistance. The Gift Planning Administrator reports to the Director of Gift Planning Administration and processes and tracks bequests, life income gifts, gifts of real property, tangible gifts and the administration of life insurance policies in accordance with established guidelines and procedures. Data management and reporting is a key component of this position. The Gift Planning Administrator will also be responsible for establishing workflow processes and tracking systems, maintaining a procedural manual and developing a check and balances system to maintain compliance. Specific responsibilities include (but are not limited to): Assist with the analysis of estate files and administration correspondence received for appropriate data concerning estate matters. Develop ticklers for the different stages of each estate and planned gift. Process, administer and track revocable provisions. Complex data maintenance and working with the Associate Director of Gift Planning Operations to create regular and ad hoc reports. Resourcefulness, multitasking, meeting deadlines, and working with a team are essential for success in this role. The Gift Planning Administrator will help foster a culture of belonging that provides opportunity for all people and perspectives. This is a hybrid position based in Williamsburg, VA, that offers a flexible work environment. This position is classified as operational, meaning it is salaried and eligible for overtime (non-exempt). For benefits and leave purposes, this role falls under the "Operational" classification. Learn more about University Advancement and view the full position description for this job on the University Advancement recruitment website: https://advancement.wm.edu/come-work-with-us/open-positions/index.php. Job Description: Required Qualifications: Associate’s Degree or post high school education, training, or certifications. Prior experience working in a professional office environment. Exceptional organizational and time management skills for managing multiple tasks with competing priorities and deadlines. Demonstrated computer proficiency with a variety of software applications, including a strong command of MS Word and Excel and familiarity with databases. Excellent customer service ability to work c