Who We Want:
Estate Admin Specialist
ASU Enterprise Partners, a private, nonprofit organization comprised of five subsidiaries that raise, create and invest resources for Arizona State University, is seeking an Estate Admin Specialist.
The Estate Admin Specialist will support the General Counsel's Office through the administration of estate, trust, and planned gifts. Responsibilities include organizing, analyzing, monitoring, and tracking realized estate gift activity. These activities include, but are not limited to, compiling new realized estate files, estate administration correspondence (written and verbal), preparing reports, and receipt of funds.
The Estate Admin Specialist will also manage the day-to-day data administration activities for life-income agreements including coordinating with the stewardship, finance, and administration teams. Other duties include reviewing new estate commitments and life income gifts for accounting and gift tracking purposes and tracking and reporting on the health of recorded estate commitments.
What you'll do:
What you'll need:
Bachelor's degree in a field appropriate to the area of assignment AND three-plus years' experience in a related environment OR any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved. Certified paralegal or paralegal candidate and Notary Public (or ability to become one) preferred.
Clarity of focus while juggling multiple projects and deadlines.
Activities are performed in an environmentally controlled office setting subject to extended periods of sitting, keyboarding and manipulating a computer mouse; required to stand for varying lengths of time and walk moderate distances to perform work. Frequent bending, reaching, lifting, pushing and pulling up to 25 pounds. Regular activities require ability to quickly change priorities, which may include and/or are subject to resolution of conflicts. May be required to perform tasks in the field within and/or across University campuses. Ability to clearly communicate verbally, read, write, see and hear to perform essential functions. This position may require some early mornings and evenings to accommodate meetings and events. This position currently requires you to work from the office Tuesdays, Wednesdays and Thursdays with Monday and Friday optional remote days. Occasional travel is required.
ASUEP follows federal guidance which requires employees of federal contractors to be fully vaccinated for COVID-19, except in limited circumstances in which an employee is legally entitled to an accommodation for medical or religious reasons.
This position will require a Surface/laptop computer, desk telephone, and mobile communication device ($30 bi-weekly payroll reimbursement).
Contact us today.
For more information on ASU Enterprise Partners, visit our web site at www.asuenterprisepartners.org.
ASU Enterprise Partners and its subsidiaries is an equal opportunity employer that is firmly committed to promoting justice, equity, diversity and inclusion within our organization and throughout our sphere of influence. Because we embrace a spirit of innovation and achievement, we will endeavor to maximize the talent and potential of all employees, directors, and volunteers through bold and strategic action aimed at building success and a sense of belonging. All employees are expected to act in good faith to support these actions and to not impede the efforts of others to build a just, equitable, diverse and inclusive organization.
ASU Enterprise Partners is an Equal Opportunity Employer