Position Title: Processor, Charitable Trust Administration
Req ID: 67349BR
School or Unit: Alumni Affairs and Development
Description: Job Summary
Alumni Affairs and Development (AA&D)
Alumni Affairs and Development is a dedicated team supporting Harvard's advancement activity through front-line fundraising, alumni and volunteer engagement, technology, prospect management and research, business process, events, communications, and many other areas.
Our goal is to create an environment of respect that leverages the many talents, perspectives, and experiences of our employees; to deliver the strongest possible results by incorporating diverse perspectives into our daily work; and to make AA&D a great place to work for everyone. We strive to live our values of respect, inclusion, trust, collaboration, continuous improvement and innovation; and open communication and effective information sharing in our daily interactions and our work.
AA&D is comprised of the University Development Office (UDO), Faculty of Arts and Sciences (FAS) Development, AA&D Resources, the Harvard Alumni Association (HAA), and the Office of the Vice President (OVP).
This Processor Trust Administration position has primary responsibility for the processing and recording of all outright securities gifts for the University. Direct communication with donors, alumni and brokers via email and telephone is a large part of the responsibilities. The role will also be responsible for the trust administration paper mail intake, processing, and filing.
This is a time-limited role that will end one year from the start date.
Position Description
Records expected gifts into Workfront from email and phone inquiries
Provides DTC instructions to donors and brokers in response to Security Gifts phone and email inquiries
Assists with valuing security gifts
Maintains and updates information and documents in AA&D gift, customer relations management, and document management systems
Helps to process mail received for trust administration; coordinates checks received for processing and deposit
Provides administrative support as needed
Must adhere to periods of paid time off restriction at fiscal year and calendar year ends
May be required to work during some designated University holidays
AA&D embraces the values of diversity, inclusion, belonging, respect and transparency, and expects each team member to approach work in the context of these values
Due to the evolving nature of this newly integrated structure and the operational needs of Alumni Affairs and Development, these responsibilities may be adjusted in conformity with the level of this position
Basic Qualifications
High School graduate.
Proficiency with Microsoft Office and experience working with databases. Willingness and ability to learn new systems as necessary.
Discretion and past experience working with confidential data.
Additional Qualifications and Skills
College background preferred.
Must be focused, motivated to learn and flexible to change. Must have excellent interpersonal skills and must take the initiative to always maintain a strong work ethic
Demonstrated ability to identify, research and find resolutions to complex gift challenges
Proven customer service skills with ability to interact tactfully and professionally with people from all types of backgrounds.
Ability to handle shifting priorities and work on multiple tasks simultaneously. Ability to work independently as well as part of a team in a fast-paced environment
Sound judgment, analytical skills, and decision-making capability required
Excellent written and verbal communication skills required
Additional Information
This position requires a 3 month orientation and review period.
Please include a cover letter with your application.
It is a time-limited role that will end one year from the start date.
To learn more about how Harvard supports diversity and inclusion throughout the University please visit the Office for Diversity, Inclusion & Belonging at https://dib.harvard.edu/.
Accommodations: Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request accommodations or have questions about the physical access provided, please let your recruiter know.
COVID 19 Vaccination Information: The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up to date on CDC-recommended vaccines.
Benefits
We invite you to visit Harvard's Total Rewards website (https://hr.harvard.edu/totalrewards) to learn more about our outstanding benefits package, which may include:
Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.
Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.
Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.
Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.
Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.
Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.
Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.
Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.
Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.
LinkedIn Recruiter Tag (for internal use only)
#LI-JP1
Department Office Location: USA - MA - Cambridge
Job Code: 403033 Staff Assistant III
Job Function: Alumni Affairs and Development, General Administration
Commitment to Equity Diversity Inclusion and Belonging: Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.
EOE Statement: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.
