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Director of Estate and Trust Administration - Office of Advancement - Georgetown University

Located in a historic neighborhood in the nation's capital, Georgetown offers rigorous academic programs, a global perspective, exciting ways to take advantage of Washington, D.C., and a commitment to social justice. Our community is a tight knit group of remarkable individuals interested in intellectual inquiry and making a difference in the world.

Requirements

Director of Estate and Trust Administration - Office of Advancement - Georgetown University

Job Overview

The Director of Estate and Trust Administration will have primary responsibility for the collection, conservation, administration and allocation of realized testamentary gifts to the University, including gifts by will or trust, retirement funds, payable on death accounts, and life insurance; as well as day-to-day management of the stock gift program and life income gift program.

Work Interactions

Reporting to the AVP of Gift Planning, this position will work directly with executors, trustees, and other fiduciary/financial custodians as well as University Counsel and Finance to receive the full value of planned gifts in a timely and efficient manner and ensure against mismanagement and waste. This position will interact regularly with major gifts officers, Advancement Stewardship and Gift Agreements, the Office of Gift Accounting, and outside brokers and vendors.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience
  
• Minimum of five to seven years of professional experience in nonprofit estate administration, estate settlement, or estate or trust administration
  
• Working knowledge of the legal, tax and procedural aspects of estate planning, estate administration, probate, fiduciary duties, estate and trust tax preparation and accounting
  
• Ability to interact professionally and effectively with attorneys, corporate and individual fiduciaries as well as accountants, financial custodians, surviving family members, and key internal partners within the University
  
• Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational and project management skills
  
• Ability to manage confidential information with discretion and tact
  
• Ability to work collegially and collaboratively in a team setting
  
• Demonstrates an exceptional work ethic and high level of personal initiative
  
• Flexibility and adaptability to new programs in an emerging and changing environment
  
• Demonstrated skill and knowledge of, or ability to learn quickly, the internal processes of the University as well as the technology tools available to the Office of Advancement, including Salesforce, PG Calc and TIAA Kaspick software
  

Preferred qualification

Advanced degree preferred

Work Mode: Hybrid 2 Days. Please note that work mode designations are regularly reviewed in order to meet the evolving needs of the University. Such review may necessitate a change to a position's mode of work designation. Complete details about Georgetown University's mode of work designations for staff and AAP positions can be found on the Department of Human Resources Mode of Work Designation.

Current Georgetown Employees:

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Submission Guidelines:

Please note that in order to be considered an applicant for any position at Georgetown University you must submit a cover letter and resume for each position of interest for which you believe you are qualified. These documents are not kept on file for future positions.

Need Assistance:

If you are a qualified individual with a disability and need a reasonable accommodation for any part of the application and hiring process, please click here for more information, or contact the Office of Institutional Diversity, Equity, and Affirmative Action (IDEAA) at 202-687-4798 or ideaa@georgetown.edu.

Need some assistance with the application process? Please call 202-687-2500. For more information about the suite of benefits, professional development and community involvement opportunities that make up Georgetown's commitment to its employees, please visit the Georgetown Works website.

EEO Statement:

Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex (including pregnancy, gender identity and expression, and sexual orientation), disability status, protected veteran status, or any other characteristic protected by law.

Benefits:

Georgetown University offers a wide variety of comprehensive and competitive benefits. Benefits packages include comprehensive health, dental and vision plans, disability and life insurance coverage, retirement savings programs, tuition assistance, voluntary insurance options (including group legal, accident, and critical illness), and much more. Whatever your need, the Office of Faculty and Staff Benefits will be standing by to support you. You can learn more about the benefits offered to eligible faculty and staff at https://benefits.georgetown.edu or view the online interactive benefits guide for more information.


To apply, visit https://apptrkr.com/2889781







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