University of North Carolina - Chapel Hill
Estates Administrator
University of North Carolina - Chapel Hill, Elkins Hills, North Carolina, United States
The University of North Carolina at Chapel Hill is a global higher education leader in innovative teaching, research, and public service. Known for its beautiful campus, world-class medical care, commitment to the arts, and top athletic programs, Carolina is an ideal place to teach, work, and learn.
University employees can choose from a wide range of professional training opportunities for career growth, skill development, and lifelong learning and enjoy exclusive perks for numerous retail, restaurant, and performing arts discounts, savings on local child care centers, and special rates on select campus events. UNC-Chapel Hill offers full-time employees a comprehensive benefits package, paid leave, and a variety of health, life, and retirement plans and additional programs that support a healthy work/life balance.
Primary Purpose of Organizational Unit
University Development's purpose is to support the mission of the university by raising private resources to enhance financial support for students, faculty, programs, and facilities. University Development provides leadership and centralized services to all development offices throughout the University, serving as a focal point for annual giving, application development and IT support; campaign management; constituent programs; corporate and foundation relations; donor relations; gift planning; gift services; industry relations; marketing/communications; parents giving; principal gifts; prospect management, research and analytics; regional programs; scholarships and student aid; talent management; university events; and volunteer engagement. Carolina Development is proud of its donor-centered philosophy, pursuing activities that always respect the interests and intentions of the donor as well as the University. The organization's collaborative nature is a critical component to fulfilling our mission of raising private funds to benefit the university. Position Summary
The Estates Administrator is responsible for managing the settlement of all trusts and probate estates in which the University and affiliated foundations have an interest. This includes overseeing the probate process, ensuring timely and accurate settlement of estates, and protecting the University's legal and financial interests. The role works in close partnership with the Executive Director and University Counsel, representing the University in court proceedings as needed, and serves as the primary liaison to Legal Counsel. The Estates Administrator is the primary contact person for estate gifts made to all schools, units, programs, and foundations at Carolina. Key responsibilities include assigning correct gift designations, maintaining relationships with estate planning attorneys, and communicating with executors and financial professionals regarding estate gifts. Minimum Education and Experience Requirements
Minimum of a bachelor's degree required (or foreign degree equivalent) with related experience. For positions with responsibility for direct solicitation of gifts and funds, a minimum of 1 year of professional-level, direct solicitation/fundraising experience is required. Required Qualifications, Competencies, and Experience
Excellent verbal and written communication skills; Strong interpersonal skills and the ability to work in a diverse environment; Understanding and awareness of program services, policies, office protocols, professional practices, and applicable laws/regulations; Professionalism, attention to detail, and the ability to maintain confidentiality; Strong organizational skills and time management skills; Ability to prioritize work amidst multiple demands and meet deadlines; Flexible, collaborative, yet able to work effectively with a high degree of independence; Demonstrated knowledge of such software/programs as Word, Excel, PowerPoint, and Outlook. Preferred Qualifications, Competencies, and Experience
Experience in Probate administration, life insurance, estate planning, charitable giving, or related fields such as personal trust management or paralegal experience. Will consider a new law graduate who has taken courses in estate or probate law. The University is an equal opportunity employer and welcomes all to apply without regard to age, color, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, or sexual orientation. We encourage all qualified applicants to apply, including protected veterans and individuals with disabilities.
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University Development's purpose is to support the mission of the university by raising private resources to enhance financial support for students, faculty, programs, and facilities. University Development provides leadership and centralized services to all development offices throughout the University, serving as a focal point for annual giving, application development and IT support; campaign management; constituent programs; corporate and foundation relations; donor relations; gift planning; gift services; industry relations; marketing/communications; parents giving; principal gifts; prospect management, research and analytics; regional programs; scholarships and student aid; talent management; university events; and volunteer engagement. Carolina Development is proud of its donor-centered philosophy, pursuing activities that always respect the interests and intentions of the donor as well as the University. The organization's collaborative nature is a critical component to fulfilling our mission of raising private funds to benefit the university. Position Summary
The Estates Administrator is responsible for managing the settlement of all trusts and probate estates in which the University and affiliated foundations have an interest. This includes overseeing the probate process, ensuring timely and accurate settlement of estates, and protecting the University's legal and financial interests. The role works in close partnership with the Executive Director and University Counsel, representing the University in court proceedings as needed, and serves as the primary liaison to Legal Counsel. The Estates Administrator is the primary contact person for estate gifts made to all schools, units, programs, and foundations at Carolina. Key responsibilities include assigning correct gift designations, maintaining relationships with estate planning attorneys, and communicating with executors and financial professionals regarding estate gifts. Minimum Education and Experience Requirements
Minimum of a bachelor's degree required (or foreign degree equivalent) with related experience. For positions with responsibility for direct solicitation of gifts and funds, a minimum of 1 year of professional-level, direct solicitation/fundraising experience is required. Required Qualifications, Competencies, and Experience
Excellent verbal and written communication skills; Strong interpersonal skills and the ability to work in a diverse environment; Understanding and awareness of program services, policies, office protocols, professional practices, and applicable laws/regulations; Professionalism, attention to detail, and the ability to maintain confidentiality; Strong organizational skills and time management skills; Ability to prioritize work amidst multiple demands and meet deadlines; Flexible, collaborative, yet able to work effectively with a high degree of independence; Demonstrated knowledge of such software/programs as Word, Excel, PowerPoint, and Outlook. Preferred Qualifications, Competencies, and Experience
Experience in Probate administration, life insurance, estate planning, charitable giving, or related fields such as personal trust management or paralegal experience. Will consider a new law graduate who has taken courses in estate or probate law. The University is an equal opportunity employer and welcomes all to apply without regard to age, color, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, or sexual orientation. We encourage all qualified applicants to apply, including protected veterans and individuals with disabilities.
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