Senior Coordinator, Planned Giving - University Advancement | Washington University in St. Louis - Military Veterans

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 MOUs 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: Bachelors 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 universitys community and to share in the communitys 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? Weve 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: https://hr.wustl.edu/benefits/ 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 Universitys 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 fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.