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Cornell University's Division of Alumni Affairs and Development is seeking an Administrative Assistant IV in the Office of Trusts, Estates and Gift Planning to support realized estate and trust administration. The office works with donors to advance the university's mission via planned gifts, which can include trusts, estates, gift annuities, life insurance and retirement accounts, and then administers those gifts.

This position is important to the disposition and recordkeeping for estate, trust, life insurance, and retirement account gifts. Attention to detail, good organizational skills, and proficiency with Excel workbooks is critical. The work can vary from day to day depending on the circumstances of the gifts received and the stage of their anticipated maturity. The successful candidate would have a natural sense of curiosity and ability/willingness to research information that is needed in the administration and support of estates and trusts.

This position is an Administrative Assistant IV with a salary range of $24.01 to $27.91. This position is based in Ithaca, NY and hybrid work arrangements may be considered.

Cornell receives national recognition as an award-winning workplace for our health, wellbeing, sustainability, and diversity initiatives. Benefits include:

• Comprehensive health care options, access to wellness programs, employee discounts with local and national retail brands, and generous retirement contributions

• Leave provisions including three weeks of vacation and 12 holidays

• Impressive educational benefits including tuition-free Extramural Study and Employee Degree Program, Tuition Aid for external education, and Cornell Children's Tuition Assistance program

• Learn more about benefit opportunities here: https://hr.cornell.edu/summaries-benefits

Key Responsibilities

We are looking for someone to join our team who can:

• Read incoming correspondenceto assess what information has been provided and what is needed

• Prepare first drafts of response letters, emails, and otherwise communicate in a professional manner

• Deposit gifts to appropriate funds/accounts, and ensure that a paper and/or digital record is maintained for each gift

• Effectively and efficiently manage multiple concurrent responsibilities, while tracking and organizing many details.

• Maintain complete paper and electronic records for estates, trusts and other planned gifts

• Be willing and able to understand and utilize business/financial mathematics, accounting principles, and basic legal concepts

• Take initiative to suggest improvements to office processes

• Process transactions in the university's financial system

• Serve as a backup for processing of securities gifts

• Exercise sound judgment, tact, and discretion, and maintain confidentiality

Required Qualifications

• Associate's degree and 2 to 4 years of relevant experience or equivalent combination

• Facility with written and verbal communication, along with excellent customer service skills

• Demonstrated ability in business/financial mathematics and understanding of financial assets such as stocks and bonds and how they are used in charitable donations

• Working knowledge of accounting principles, word processing, spreadsheet applications, and packaged databases

• Ability to multitask in a busy and nonlinear work environment

• Ability to interact regularly with alumni, friends, attorneys, financial professionals and university colleagues in a professional, tactful, and diplomatic manner

• An appreciation for and ability to maintain confidentiality at all times

Preferred Qualifications

• Associate's degree with concentration in business, finance, accounting, paralegal studies or a combination of equivalent experience and education

• More than 2 years equivalent combined experience and education

• Experience with university accounting system, university treasurer's office functions, and university gift system

• Strong math and analytical skills

• Experience in finance, law, charitable giving, or accounting

Working Environment

-Typically lifts less than 10 lbs

-Normal concentration

-Limited exposure to hazards

University Job Title:

Administrative Asst IV

Job Family:

Administration

Level:

D

Pay Rate Type:

Hourly

Company:

Endowed

Contact Name:

Rachel Giordano

Number of Openings:

1

Job Titles and Pay Ranges:

To learn more about Cornell's non-union staff job titles and pay ranges, see Career Navigator. The final rate of pay for the successful candidate will be determined considering the following criteria:

• Prior relevant work or industry experience.

• Education level to the extent education is relevant to the position.

• Unique applicable skills.

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EEO Statement:

Diversity and Inclusion are a part of Cornell University's heritage. We are a recognized employer and educator valuing AA/EEO, Protected Veterans and Individuals with Disabilities. We also recognize a lawful preference in employment practices for Native Americans living on or near Indian reservations. Cornell University is an innovative Ivy League university and a great place to work. Our inclusive community of scholars, students, and staff impart an uncommon sense of larger purpose, and contribute creative ideas to further the university's mission of teaching, discovery, and engagement.

2022-05-19-07:00