Bates is one of the nation’s leading liberal arts colleges, with a long history of commitments to principles of human dignity and diversity.
Since its founding by abolitionists in 1855, Bates has welcomed men and women from diverse racial, ethnic, religious, and economic backgrounds. Bates was the first co-educational college in New England, and some of its earliest students were former slaves. The college continues to live that promise of inclusiveness.
Bates offers a rigorous and highly personalized education that centers on deep and sustained interactions among students, faculty, and community. Bates engages the forces — intellectual trends, demographic changes, and technology — that are transforming higher education and the world into which our students graduate.
Bates has highly competitive admission, graduates over 90% of its entering students, and over half of its alumni earn graduate degrees. Bates has 1,700 students, 200 faculty members and 550 staff and administrative employees.
The college is proud of it deep roots in the Lewiston/Auburn community, Maine’s second largest urban area, with a population of approximately 65,000. Bates is located on a beautiful, 109-acre, traditional New England campus in Lewiston, a small city with an entrepreneurial climate, a lively arts scene, and a dynamic business community. Bates is 35 miles north of Portland, 140 miles north of Boston, and 350 miles north of New York City.
Reporting to the Associate VP for College Advancement, the Gift Planning Administrator will act as the primary coordinator in estate administration (which brings in 70% of the annual revenue of Gift Planning). Additionally acts in the administration and legal compliance of the college’s gift planning program with 200 life income gift participants and $30 million of assets under management. Serves as initial client-facing receiver for all gift planning inquiries and notifications. Obtains and reviews estate documents to determine the College’s interest; reviews estate accountings, proactively monitors estate administration to ensure it is proceeding in a timely manner; performs data entry, data analysis, and preparation of reports as needed by the Associate VP for College Advancement. Coordinates with donors to ensure their testamentary gifts support the college’s mission and that the college will be able to accept the gift at the time it is realized. Provides timely and professional responses to inquiries and requests from donors and family members, as well as all financial advisors, executors, attorneys, and bank trust officers; assist with gift processing and bequest settlement. Serves as initial contact for all gift planning inquiries, and as primary liaison among donors, the college’s custodial bank, and the college Finance office to ensure prompt and accurate payments to donors participating in the life income gift program; Primary contact with attorneys and executors where the college is the beneficiary of an estate or trust.
The successful candidate will have a bachelor’s degree or equivalent combination of education and experience. Paralegal certificate desirable.
The ideal candidate will have:
Excellent communication (written, verbal and presentation) skills.
Strong presentation skills and ability to develop dynamic presentations.
Excellent analytical and problem solving skills; ability to synthesize complex or diverse information.
Ability to work independently and handle multiple priorities with minimal supervision.
Impeccable organizational (time, task, project management) skills and ability to coordinate resources and staff within the college community.
Strong interpersonal skills with ability to develop and maintain collegial relationships. Must be flexible, collaborative and have a positive attitude.
Proficiency in basic data management systems and basic computer applications (e.g., Word, Excel, PowerPoint).
Ability and willingness to travel (by car, air, train or bus) domestically and internationally as needed.
Ability and willingness to work weekends, evenings and other non-traditional schedules.
Adapts well to a highly motivated work environment which encompasses new work situations, different types of people and ideas, and rigor in established procedures;
Exhibits maturity, reliability, composure, and stability under pressure in order to handle on-the-job challenges;
Understands and abides by a high standard of professional ethics in order to ensure the integrity of the organization;
Self-motivated and able to work independently;
Personal commitment to excellence and the mission of a top-tier small liberal arts college.
Demonstrated commitment to diversity and inclusivity and to serving the needs of a culturally and educationally diverse and inclusive community with diplomacy and tact.
Three to five years of legal and/or financial administration experience highly desirable (experience in a law office, trust department, private banking, fiduciary accounting, investment management);
Excellent written and oral communication skills; experience in working with high net-worth individuals and the elderly a plus;
Exceptional organizational skills, attention to detail, and ability to independently handle multiple and varied tasks, ability to follow detailed procedures that demand accuracy;
Demonstrated computer skills in the use of word processing, spreadsheets, and presentation and slide software (Microsoft Word, Excel, Power Point), database and electronic mail software, internet applications; familiarity with gift planning software (such as PG Calc) and fundraising databases (such as Banner) desirable.
About Bates College
Founded in 1855, Bates is one of the nation’s leading liberal arts colleges, with a long history of commitments to principles of human dignity and diversity.Since its inception, Bates has been a coeducational, nonsectarian, residential college with special commitments to academic rigor and to programs and opportunities by qualified learners of all backgrounds. Historically, Bates students and graduates have linked education with service, leadership, and obligations beyond themselves.Bates has highly competitive admission, graduates over 90% of its entering students, and over half of its alumni earn graduate degrees. Bates has 1,700 students, 200 faculty members and 550 staff and administrative employees.The College is proud of its strong involvements in the Lewiston-Auburn communities, Maine’s second largest urban area, with a population of approximately 65,000. Bates is located on a beautiful, 109-acre, traditional New England campus in Lewiston, Maine, a lively small city enjoying an exciting economic and cultural revitalization. With an engaged citizenry, lively arts scene, and historic downtown, this walkable city is 35 miles north of Portland, 140 miles north of Boston, and 340 miles north of New York City.