Estate and Gift Planning Administrator

Estate and Gift Planning Administrator The Gift Planning Administrator manages the end-to-end operational and administrative workflow for the College's gift planning program. Acting as the primary liaison between donors, legal representatives, and internal teams, this role ensures the precise administration, recording, and stewardship of estates, trusts, and life income gifts. Key Responsibilities Estate & Trust Administration: Serve as the main point of contact for attorneys, executors, and the Alum Association. Review legal estate documents, monitor probate status, secure authorized signatures, and maintain precise records in the CRM database throughout the settlement process. Gift Processing & Compliance: Prepare life income gift contracts, financial illustrations, and tax disclosures. Process gifts-in-kind, relay confidential data to external custodians (e.g., TIAA Kaspick), and partner with the Finance Office to ensure accurate accounting and ledger coding. Donor Relations & Office Support: Act as the first point of contact for donor inquiries via phone and email. Manage office budget tracking, expense reporting, cross-departmental scheduling, file management, and event support (such as Reunion and Commencement). Core Qualifications Associate's degree with a minimum of one year of job-related office experience, or an equivalent combination of education and experience. Experience with estate/trust administration, paralegal workflows, or gift planning operations. Proficiency in database management (CRM) and office budget tracking. Exceptional communication skills with a proven track record of handling sensitive financial data with empathy, discretion, and strict confidentiality. Background Checks: Mount Holyoke College is committed to providing a safe and secure environment, supported by qualified employees that will allow all of its students, faculty, staff and those associated with them to successfully carry out the mission of the college. As a condition of employment, the College will conduct appropriate background checks for all new hires. Mount Holyoke has designated the Office of Human Resources as the office responsible for ensuring that background checks (CORI, SORI, Credit History, & Driver Credential) are completed and utilized in the hiring process and Five College Office of Compliance and Risk Management as the office responsible for facilitating background checks as articulated in this policy. Hiring Range: $28.48 - $32.03 per hour What We Offer: 403(b) Retirement Plan (College contributes 9% of salary) Comprehensive medical, dental and vision insurance Flexible Spending Account (FSA) Disability and Leave Benefits Life Insurance (College paid coverage 1x salary) Employee Assistance Program Tuition Benefits (to Mount Holyoke College or others) Generous Paid Time Off Access to Kendall Sports & Dance Complex