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Job Description
Position Summary
The Estates Administrator will play a key role in supporting the University’s Gift Planning team by assisting with the settlement of trusts and estates, managing the University’s Life Insurance Gift Program, This role requires an individual with strong attention to detail, legal knowledge, and excellent organizational skills to ensure the efficient administration of estate-related gifts and donor commitments.
Required Qualifications, Competencies, And Experience
* Assist in the review, tracking, and settlement of trusts and estates in which the University is a beneficiary. * Work closely with attorneys, executors, financial institutions, and University stakeholders to facilitate estate and trust distributions. * Oversee and manage the Life Insurance Gift Program, including policy documentation and beneficiary coordination. * Maintain accurate records and ensure compliance with legal and financial regulations. * Assist in preparing reports, legal correspondence, and internal briefings related to estate and gift administration. Collaborate with the Gift Planning team on donor outreach, ensuring an excellent donor experience.
Preferred Qualifications, Competencies, And Experience
* Prior experience in estate administration, legal work, or financial services. * Paralegal certificate and legal training * Strong understanding of trust and estate laws, financial instruments, and planned giving strategies. * Exceptional organizational skills with a keen eye for detail and compliance. * Excellent communication skills, with the ability to interact professionally with donors, attorneys, and financial institutions. *Proficiency in Microsoft Office Suite and donor database systems (preferred).
Work Schedule
8:00AM – 5:00PM, Monday – Friday
Salary
The Estates Administrator will play a key role in supporting the University’s Gift Planning team by assisting with the settlement of trusts and estates, managing the University’s Life Insurance Gift Program, This role requires an individual with strong attention to detail, legal knowledge, and excellent organizational skills to ensure the efficient administration of estate-related gifts and donor commitments.
Required Qualifications, Competencies, And Experience
* Assist in the review, tracking, and settlement of trusts and estates in which the University is a beneficiary. * Work closely with attorneys, executors, financial institutions, and University stakeholders to facilitate estate and trust distributions. * Oversee and manage the Life Insurance Gift Program, including policy documentation and beneficiary coordination. * Maintain accurate records and ensure compliance with legal and financial regulations. * Assist in preparing reports, legal correspondence, and internal briefings related to estate and gift administration. Collaborate with the Gift Planning team on donor outreach, ensuring an excellent donor experience.
Preferred Qualifications, Competencies, And Experience
* Prior experience in estate administration, legal work, or financial services. * Paralegal certificate and legal training * Strong understanding of trust and estate laws, financial instruments, and planned giving strategies. * Exceptional organizational skills with a keen eye for detail and compliance. * Excellent communication skills, with the ability to interact professionally with donors, attorneys, and financial institutions. *Proficiency in Microsoft Office Suite and donor database systems (preferred).
Work Schedule
8:00AM – 5:00PM, Monday – Friday
- $30 - $40
