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 MOU’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:

Bachelor’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 university’s community and to share in the community’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 <