Senior Coordinator, Planned Giving - University Advancement | Washington University in St. Louis Job at Washington University in St. Louis, Saint Louis, MO

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  • Washington University in St. Louis
  • Saint Louis, MO

Job Description

Scheduled Hours

37.5

Position Summary

The Planned Giving team engages with alumni, donors and friends across all university schools, departments and programs to advance the mission of the university through planned gifts. The team collaborates across advancement and with many other university partners.


The Senior Coordinator reports to the Assistant Vice Chancellor of Planned Giving. The position is responsible for the administration of realized bequests, life income gifts, life insurance and planned giving commitments. In addition, the position will be responsible for the creation and management of planned giving MOUs.

Job Description

Primary Duties & Responsibilities:

  • Process new and revised estate commitments and realized bequests in the administration and probate process. Communicate with Advancement Services/Gift Processing and Gift Accounting staff as needed.
  • Track incoming estate commitments, life income gifts, and outright gifts secured by Planned Giving staff and other University Advancement staff, as well as realized bequest distributions.
  • Create and edit all planned giving MOUâ™s and implement DocuSign when appropriate.
  • Assist with creating planned giving reports, create life income illustrations, and be the main liaison for the life income asset manager.
  • Perform other duties as assigned.

Working Conditions:

Job Location/Working Conditions

  • Normal office environment

  • Occasional work at on- and off-campus St. Louis-based university events

  • After hours work as needed

Physical Effort

  • Typically sitting at a desk or table

Equipment

  • Office equipment

The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time.

Required Qualifications

Education:

Bachelorâ™s degree or combination of education and/or experience may substitute for minimum education.


Certifications:

No specific certification is required for this position.


Work Experience:

Relevant Experience (2 Years)


Skills:

Not Applicable


Driver's License:

A driver's license is not required for this position.

More About This Job

Preferred Qualifications:

  • Deep appreciation for and an ability to successfully articulate the mission and aspirations of WashU.
  • Desire to play a meaningful role in the universityâ™s community and to share in the communityâ™s commitment to research and education.
  • Ability to work successfully with administration, faculty, and volunteers as appropriate to secure gifts for the University and its various schools and programs.

Preferred Qualifications

Education:

No additional education beyond what is stated in the Required Qualifications section.


Certifications:

No additional certification beyond what is stated in the Required Qualifications section.


Work Experience:

Large And Complex Organization, Preferably As An Executive Assistant (8 Years)

Skills:

Confidentiality, Database Management, Deadline Management, Detail-Oriented, Fundraising, Interpersonal Relationships, Material Preparation, Microsoft Office, Multitasking, Oral Communications, Organizing, Organizing Meetings, Paralegal Duties, Professional Etiquette, Professional Integrity, Scheduling, Supervision, Teamwork, Written Communication

Grade

G10-H

Salary Range

$25.47 - $39.49 / Hourly

The salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one's qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.

Questions

For frequently asked questions about the application process, please refer to our External Applicant FAQ .

Accommodation

If you are unable to use our online application system and would like an accommodation, please email   CandidateQuestions@wustl.edu   or call the dedicated accommodation inquiry number at 314-935-1149 and leave a voicemail with the nature of your request.

All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Pre-Employment Screening

All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.

Benefits Statement

Personal

  • Up to 22 days of vacation, 10 recognized holidays, and sick time.

  • Competitive health insurance packages with priority appointments and lower copays/coinsurance.

  • Take advantage of our free Metro transit U-Pass for eligible employees.

  • WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.

Wellness

  • Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!

Family

  • We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? Weâ™ve got you covered.

  • WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.

For policies, detailed benefits, and eligibility, please visit:

EEO/AA Statement

Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the Universityâ™s policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information.

Diversity Statement

Washington University is dedicated to building a diverse community of individuals who are committed to contributing to an inclusive environment â“ fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.

About Washington University in St. Louis

Washington University in St. Louis, a medium-sized, independent university, is dedicated to challenging its faculty and students alike to seek new knowledge and greater understanding of an ever-changing, multicultural world. The University offers more than 90 programs and almost 1,500 courses leading to bachelor's, master's and doctoral degrees in a broad spectrum of traditional and interdisciplinary fields, with additional opportunities for minor concentrations and individualized programs. The faculty is composed of scholars, scientists, artists and members of the learned professions. They serve society by teaching; by adding to the store of human art, creativity, understanding, and wisdom; and by providing direct services, such as health care.

Connections working at Washington University in St. Louis

Job Tags

Hourly pay, Holiday work, Temporary work, Work experience placement,

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