Gift Planning Paralegal
Gift Planning Paralegal
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$ 30 - 40
1 Vacancy
Job Description
This position may be eligible for a hybrid work arrangement that may include a partially remote work location consistent with System Office policy. UNC Chapel Hill employees are generally required to reside within a reasonable commuting distance of their assigned duty station in Chapel Hill NC. The Estates Administrator will play a key role in supporting the Universitys Gift Planning team by assisting with the settlement of trusts and estates managing the Universitys Life Insurance Gift Program This role requires an individual with strong attention to detail legal knowledge and excellent organizational skills to ensure the efficient administration of estaterelated gifts and donor commitments.
Required Qualifications Competencies And Experience
* Assist in the review tracking and settlement of trusts and estates in which the University is a beneficiary. * Work closely with attorneys executors financial institutions and University stakeholders to facilitate estate and trust distributions. * Oversee and manage the Life Insurance Gift Program including policy documentation and beneficiary coordination. * Maintain accurate records and ensure compliance with legal and financial regulations. * Assist in preparing reports legal correspondence and internal briefings related to estate and gift administration. Collaborate with the Gift Planning team on donor outreach ensuring an excellent donor experience.
Preferred Qualifications Competencies And Experience
* Prior experience in estate administration legal work or financial services. * Paralegal certificate legal training or a paralegal program. * Strong understanding of trust and estate laws financial instruments and planned giving strategies. * Exceptional organizational skills with a keen eye for detail and compliance. * Excellent communication skills with the ability to interact professionally with donors attorneys and financial institutions. Proficiency in Microsoft Office Suite and donor database systems (preferred).
Work Schedule
Monday Friday 8:00AM 5:00PM
Required Experience:
Staff IC
Employment Type
Full-Time
