Trusts and Estates Manager
Brown University - Providence, RI

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Job Number

D00901

Grade Level To link to salary grades, click here.

10

Preferred Hiring Pay Range

Range for grade 10

Duration of Job

Regular

Time Status

Full Time

If position has an end date, what is end date for position?

Months per Year

12

Weeks per Year

Other than regular hours (Mon-Fri, 8:30-5:00)

Position Summary

The Trusts and Estates Manager will serve as the point of first contact between Brown and estates (and trusts) that make distributions to Brown. It is responsible for continuing oversight of those relationships. In addition, this position is responsible for the preparation of documentation for charitable gift annuities and pooled income fund gifts and for managing Brown's relationship with all of its life-income donors and beneficiaries. This position serves as Brown's primary liaison with the custodian of our planned giving assets.

Job Qualifications

Bachelor's degree or equivalent combination of education and experience. Paralegal (legal assistant) certification plus 2 to 3 years of directly related experience (legal, commercial trust services, etc.), or 4 to 5 years experience directly related experience (legal, commercial trust services, etc.). Previous experience and demonstrated ability in trust and estate administration required. Working knowledge of related laws and procedures required. Strong organizational and interpersonal skills. Research and analytical skills required. Must be detail-oriented, self-motivated and able to balance multiple priorities. Working knowledge of the Windows environment, Microsoft Excel, Word and electronic mail required. Experience with PGCalc products (Planned Giving Manager; Gift Wrap) preferred. Excellent written and oral communication skills needed.

Special Physical Requirements

Job Type

Exempt

Job Group Code

A - Administrative / Professional

Application Deadline

Open Until Filled/Closed

Application Period Begin

11-12-2012

Required Background Checks for Selected Candidate

Criminal

FPA Number (Faculty Personnel Use Only):
Quicklink for Posting

careers.brown.edu/applicants/Central?quickFind=119428

Brown University - 20 months ago - save job - block
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Ivy isn't always green -- particularly when it's Brown. Founded in 1764, Brown University is both an Ivy League college and one of...