Job Listing
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| Job ID: 14445599 |
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| Job Location: |
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| How to Apply: | To see employer contact information, log in or register. |
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| Job Title: | Fund Administration Specialist |
| Work Type: | Work Days: Work Vary: Yes , Shift: Other, Hours Per Week: 40, Work Type: Regular |
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| Salary Offered: | Unspecified |
| Benefits: | Unspecified. |
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| Physical Required: | Unspecified |
| Drug Testing Required: | Unspecified |
| Education Required: | Bachelor's Degree |
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| Experience Required: | Unspecified |
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| Required Skills: | Please see the job description for information about required job skills. |
| Preferred Skills: |
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| Job Description: |
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Job ID366307
LocationTwin Cities
Job FamilyFinance
Full/Part TimeFull-Time
Regular/TemporaryRegular
Job Code8221FC
Employee ClassCivil Service
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About the Job
This professional position is responsible for a wide range of fund compliance and administration activities related to the University of Minnesota Foundation funds established to accept and manage donations and the related agreements. This position is responsible for the knowledge and application of state and federal laws, IRS rules and regulations, and the University and Foundation policies and principles.
This position executes the creation of and changes to fund accounts; working with development staff and donors to prepare contracts documenting donor intent and administrative directives while providing excellent customer service. This position also performs other duties as assigned including process optimization, process documentation and fund database enhancements.
Starting salary: $60,000- 70,000 based on experience.
Responsibilities:
Reviews, analyzes and executes documentation summarizing specific gift designations by donors known as Memorandum of Agreements (MOAs) (40%)
Creates from a standardized template agreements that meet donor intent, University standards including applicable state and federal laws, IRS rules and regulations, and the University and Foundation policies and principles
Identifies concerns with agreements and consults with the Fund Administration Supervisor to recommend revisions to meet donor intent
Leads negotiations with the development staff and provides guidance on related talking points
Establishes and maintains fund accounts (30%)
Analyzes and processes various requests in coordination with the gift administration and accounting teams as appropriate (fund establishment, fund revision requests, authorized signer maintenance, fund closures, and other related requests)
Coordinates fund establishment to facilitate fundraising initiatives in partnership with development staff and the digital marketing team (crowdfunding, online giving pages, giving day)
Staying apprised of policies and compliance aspects of the job and is able to understand, interpret and apply to role (10%)
Understands IRS rules and regulations specific to charitable donations
Understands University and Foundation policies and principles
Understands state and federal laws applicable to our work
Understands industry standards
Serves as liaison for development staff, University accounting staff and others within the Finance department (10%)
Supports development staff working to secure donations and complete required paperwork and processes
Researches and answers questions regarding fund compliance and administration
Assists customers with navigating the donor management systems and fund database
Assists with miscellaneous projects (10%)
Contributes to process optimization
Maintains internal/external documentation
Provides policy and compliance training
Participates in fund database enhancement projects
Demonstrate commitment to valuing diversity and contributing to an equitable and inclusive working and learning environment (exhibit 100% of the time).
Continuous learning in diversity, equity and inclusion for oneself and team via training, podcasts, articles, etc.
Seek to explore and understand cultural differences and create a culture of belonging.
Develop and employ anti-racist practices and principles to accomplish work.
Advocate for employees of all ethnicities, genders, ages and backgrounds
Cultivate and develop inclusive and equitable working relationships with employees, colleagues, stakeholders, etc.
Strive to create a diverse, equitable and inclusive workplace when hiring, promoting, and offering career advancement opportunities
Qualifications
Required:
Bachelor's degree with an emphasis in Business or related field; OR a combination of related education and experience in charitable gift administration, grant administration, contract review, compliance, or project coordination to equal four years
Strong commitment to customer service
Excellent verbal and written communication skills
High level organizational skills and attention to detail
Strong interpersonal skills with the ability to establish and maintain relationships at all organizational levels
Ability to manage conflicting priorities and exercise authority to ensure that deadlines are met
Demonstrated ability to problem solve, analyze alternative solutions, and recognize opportunities for improvement
Ability to gather, organize, and present data in a concise and meaningful way
Ability to take initiative and function independently and as part of a team
Ability to handle information with discretion and confidentiality
Advanced user of Microsoft Word
Intermediate user of Microsoft Excel
Preferred:
Experience in charitable gift administration, grant administration, contract review, compliance, negotiations, or project coordination
Experience working in a non-profit or university environment
About the Department
At the University of Minnesota Foundation (UMF), our mission is to connect passion with possibility, inspire generosity, and support greatness at the University of Minnesota by placing donors at the heart of everything we do and every decision we make. UMF is a nonprofit organization responsible for raising and managing gifts to the University of Minnesota.
For more information about UMF, please visit https://give.umn.edu/about/about-umf.
Pay and Benefits
Pay Range: $60,000- 70,000; depending on education/qualifications/experience
Time Appointment: 100% Appointment
Position Type:Civil-Service & Non-Faculty Labor Represented Staff
Please visit the Office of Human Resources website for more information regarding benefit eligibility.
The University offers a comprehensive benefits package that includes:
Competitive wages, paid holidays, and generous time off
Continuous learning opportunities through professional training and degree-seeking programs supported by the Regents Tuition Benefit Program
Low-cost medical, dental, and pharmacy plans
Healthcare and dependent care flexible spending accounts
University HSA contributions
Disability and employer-paid life insurance
Employee wellbeing program
Excellent retirement plans with employer contribution
Public Service Loan Forgiveness (PSLF) opportunity
Financial counseling services
Employee Assistance Program with eight sessions of counseling at no cost
Employee Transit Pass with free or reduced rates in the Twin Cities metro area
How To Apply
Applications must be submitted online. To be considered for this position, please click the Apply button and follow the instructions. You will be given the opportunity to complete an online application for the position and attach a cover letter and resume.
Additional documents may be attached after application by accessing your "My Job Applications" page and uploading documents in the "My Cover Letters and Attachments" section.
To request an accommodation during the application process, please... For full info follow application link.
The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission. The University is committed to attracting and retaining employees with varying identities and backgrounds.
The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression. To learn more about diversity at the U: http://diversity.umn.edu.
Refer to ID 82253515 when applying |
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