Philanthropy Assoc Spec/Gift & Est Plan
University of Kentucky
Lexington, KY
Full-time
Administration / Clerical
Posted on April 19, 2024
Posting Details
Posting Details
Job Title
Philanthropy Assoc Spec/Gift & Est Plan
Requisition Number
RE44972
Working Title
Philanthropy Assoc. Specialist - Gift & Estate Planning
Department Name
14000:Office Of Development
Work Location
Lexington, KY
Grade Level
45
Salary Range
$46,806-77,226/year
Type of Position
Staff
Position Time Status
Full-Time
Required Education
BA
Click here for more information about equivalencies:
https://hr.uky.edu/employment/working-uk/equivalencies
Required Related Experience
4 yrs
Required License/Registration/Certification
None
Physical Requirements
Engaging in meetings and activities across campus and working at computer for long periods of time.
Shift
Monday – Friday;
8:00 a.m. – 5:00 p.m.
As an exempt employee, additional hours may be required to meet the objectives of the position.
Job Summary
The University of Kentucky Office of Philanthropy ( PAE) is seeking a highly qualified candidate to: (1) manage and assist with Trust and Estate administration and charitable life insurance matters, and (2) support the PAE Gift & Estate Planning ( GEP) team's planned giving related data, dashboards, gift illustrations and impact modeling. The successful candidate in this position will collaborate with various units of the university's central financial services team, PAE gift's receiving and college / unit business and philanthropy officers to administer trust and estate proceeds, and determine and implement the proper use of the gift proceeds. In order to close gifts from trusts, estates, retirement plans and life insurance policies, the successful candidate will work with executors, personal representatives, trustees, attorneys, fund administrators and investment advisors to complete the transfer of various financial assets to the university.
This position will provide vital assistance in data administration for GEP, as well as with gift illustrating and impact modeling that ultimately aids in the solicitation, implementation, deployment and stewardship of gift funds. The successful candidate will manage and administer the charitable life insurance pool, reviewing annual statements, working with insurance agents, and preparing donor communications as well as managing communication of premium notices to donors.
The culture within the Office of Philanthropy and Alumni Engagement ( PAE) is built on our shared core values CoMMIT– Collaboration, Communication, Mission Driven, Mutual Respect, Innovation and Transparency.
By applying for a position within UK PAE, you are indicating your commitment and expressing your agreement to our six values. It is important you share these values in order to be part of our committed team!
Skills / Knowledge / Abilities
Technical experience with Microsoft Office, Excel and data entry. Ability to build relationships and communicate effectively and persuasively.
Does this position have supervisory responsibilities?
No
Preferred Education/Experience
Paralegal Certification; Certified Financial Planner (“CFP”); Certified Public Accountant (“CPA”); Chartered Life Underwriter (“CLU”)
Deadline to Apply
05/02/2024
University Community of Inclusion
The University of Kentucky is committed to a diverse and inclusive workforce by ensuring all our students, faculty, and staff work in an environment of openness and acceptance. We strive to foster a community where people of all backgrounds, identities, and perspectives can feel secure and welcome. We also value the well-being of each of our employees and are dedicated to creating a healthy place to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.
As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.
Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.
Posting Specific Questions
Required fields are indicated with an asterisk (*).
Required Documents
Posting Details
Job Title
Philanthropy Assoc Spec/Gift & Est Plan
Requisition Number
RE44972
Working Title
Philanthropy Assoc. Specialist - Gift & Estate Planning
Department Name
14000:Office Of Development
Work Location
Lexington, KY
Grade Level
45
Salary Range
$46,806-77,226/year
Type of Position
Staff
Position Time Status
Full-Time
Required Education
BA
Click here for more information about equivalencies:
https://hr.uky.edu/employment/working-uk/equivalencies
Required Related Experience
4 yrs
Required License/Registration/Certification
None
Physical Requirements
Engaging in meetings and activities across campus and working at computer for long periods of time.
Shift
Monday – Friday;
8:00 a.m. – 5:00 p.m.
As an exempt employee, additional hours may be required to meet the objectives of the position.
Job Summary
The University of Kentucky Office of Philanthropy ( PAE) is seeking a highly qualified candidate to: (1) manage and assist with Trust and Estate administration and charitable life insurance matters, and (2) support the PAE Gift & Estate Planning ( GEP) team's planned giving related data, dashboards, gift illustrations and impact modeling. The successful candidate in this position will collaborate with various units of the university's central financial services team, PAE gift's receiving and college / unit business and philanthropy officers to administer trust and estate proceeds, and determine and implement the proper use of the gift proceeds. In order to close gifts from trusts, estates, retirement plans and life insurance policies, the successful candidate will work with executors, personal representatives, trustees, attorneys, fund administrators and investment advisors to complete the transfer of various financial assets to the university.
This position will provide vital assistance in data administration for GEP, as well as with gift illustrating and impact modeling that ultimately aids in the solicitation, implementation, deployment and stewardship of gift funds. The successful candidate will manage and administer the charitable life insurance pool, reviewing annual statements, working with insurance agents, and preparing donor communications as well as managing communication of premium notices to donors.
The culture within the Office of Philanthropy and Alumni Engagement ( PAE) is built on our shared core values CoMMIT– Collaboration, Communication, Mission Driven, Mutual Respect, Innovation and Transparency.
By applying for a position within UK PAE, you are indicating your commitment and expressing your agreement to our six values. It is important you share these values in order to be part of our committed team!
Skills / Knowledge / Abilities
Technical experience with Microsoft Office, Excel and data entry. Ability to build relationships and communicate effectively and persuasively.
Does this position have supervisory responsibilities?
No
Preferred Education/Experience
Paralegal Certification; Certified Financial Planner (“CFP”); Certified Public Accountant (“CPA”); Chartered Life Underwriter (“CLU”)
Deadline to Apply
05/02/2024
University Community of Inclusion
The University of Kentucky is committed to a diverse and inclusive workforce by ensuring all our students, faculty, and staff work in an environment of openness and acceptance. We strive to foster a community where people of all backgrounds, identities, and perspectives can feel secure and welcome. We also value the well-being of each of our employees and are dedicated to creating a healthy place to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.
As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.
Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.
Posting Specific Questions
Required fields are indicated with an asterisk (*).
- * Do you have experience in the field of trust and estate administration?
- Yes
- No
- * Do you have experience in the field of financial services, including financial investments, life insurance and related financial planning?
- Yes
- No
- * Do you have experience in the field of accounting or auditing?
- Yes
- No
- * How many years of experience do you have in a high-level administrative position?
(Open Ended Question) - * Have you worked in a document management or database system incorporating multiple entities in an interdisciplinary system?
- Yes
- No
- * The Office of Philanthropy and Alumni Engagement (PAE) recognizes a set of values that guide us in our daily interactions. These values are collaboration, communication, mission driven, mutual respect, innovation and transparency. Please choose one of the PAE values and give a specific example when you exhibited this quality in your professional experience.
(Open Ended Question) - * Where did you first see this position advertised other than on UK's online employment system?
- HigherEdJobs.com
- Diverseeducation.com (Diverse Issues in Higher Education)
- HERCjobs.org (Higher Education Recruitment Consortium)
- InsightIntoDiversity.com
- Latinosinhighered.com
- Indeed.com
- A Colleague, Friend and/or Family Member
- UK Job Fair
- None of the Above
Required Documents
- Resume
- Cover Letter
