Hybrid Estate & Gift Planning Administrator

Trustees of Mount Holyoke College; United States; Hybrid; USD 59,000 - 74,000; Full time

Job summary

Trustees of Mount Holyoke College seeks an Estate and Gift Planning Administrator to manage the end-to-end workflow of the college's gift planning program. You will act as the main liaison between donors, attorneys, and internal teams, ensuring precise administration and stewardship of estates and life income gifts.

The role covers estate/trust administration, gift processing, compliance, donor relations, and office support in a hybrid environment, with a starting hourly rate of $28.48 and a

Qualifications

• Associate’s degree with a minimum of one year of office experience or equivalent.
• Experience with estate/trust administration or gift planning operations.
• Proficiency in database management (CRM) and office budget tracking.
• Excellent communication with discretion and confidentiality.

Responsibilities

• Estate & Trust Administration: liaise with attorneys, executors, and Alum Association; review documents and maintain records in CRM.
• Gift Processing & Compliance: prepare contracts, financial illustrations, and disclosures; relay data to custodians; ensure accurate accounting.
• Donor Relations & Office Support: be first point of contact for inquiries; manage budgets, scheduling, file mgmt, and events.

Skills

estate/trust administration

paralegal workflows

CRM management

budget tracking

Education

Associates degree

Tools

CRM software

Microsoft Office

Job description

Trustees of Mount Holyoke College seeks an Estate and Gift Planning Administrator to manage the end-to-end workflow of the college's gift planning program. You will act as the main liaison between donors, attorneys, and internal teams, ensuring precise administration and stewardship of estates and life income gifts.

The role covers estate/trust administration, gift processing, compliance, donor relations, and office support in a hybrid environment, with a starting hourly rate of $28.48 and a