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Donor services & estates officer

Adelaide
UNSW
Estate Agency Officer
Posted: 28 April
Offer description

Donor Services & Estates Officer

Employment Type: Full Time (35 hours per week)Duration: ContinuingRemuneration: Level 7 $113,926 - $123,302 (depending on experience) + 17% super + leave loadingLocation: UNSW Kensington Campus, NSW (hybrid)

About UNSW

UNSW is a leading university with a diverse and talented community, driven to be thoughtful, practical, and purposeful in all its work.

Why your role matters

The Donor Services & Estates Officer plays a pivotal role in leading the University's processing of philanthropic funding and the administration of estates.

Key Responsibilities

* Serve as the University's recognised subject matter expert for gift processing and estate administration, providing authoritative advice to internal stakeholders on complex philanthropic transactions.
* Represent the University externally in estate administration, negotiating with executors, solicitors and trustees and coordinating institutional responses to complex estate matters.
* Lead the gift processing team to ensure accurate and timely processing, receipting and reconciliation of philanthropic income.
* Lead the design and implementation of University-wide frameworks, methodologies and system improvements supporting the effective processing and governance of philanthropic income.
* Coordinate complex stakeholder interests across Advancement, Finance, Legal and recipient business units to resolve issues relating to philanthropic income and estates.
* Provide resolution and escalation management for complex or high‐risk philanthropic transactions.
* Lead the end‐to‐end governance and administration of philanthropic estates and trusts, ensuring compliance with legal obligations, donor intent and University financial governance frameworks.
* Ensure the integrity and compliance of philanthropic income processing and estate administration through the application of financial governance controls, risk management practices and adherence to University policy and regulatory obligations.
* Develop, review and adapt operational procedures and governance controls relating to gift processing and estate management to ensure alignment with University policy frameworks, regulatory obligations and emerging operational requirements.
* Provide strategic advice to the Donor Services and Compliance Manager and contribute to institutional decision‐making regarding complex philanthropic transactions, estate administration and governance matters.
* Influence and shape institutional practice in philanthropic income processing by contributing to cross‐University initiatives, systems improvements and governance frameworks.

Skills and Experience

* Diploma or equivalent combination of qualifications or work experience.
* Demonstrated experience in high-volume, complex data administration, maintaining accurate records, process mapping and procedure development.
* Demonstrated well‐developed administrative, problem‐solving and information management skills.
* Strong time management and organisational skills, with the ability to work well under pressure and manage multiple tasks with competing deadlines.
* Strong communication skills with an ability to tailor professional communications to a broad range of internal and external audiences.
* Demonstrated IT literacy with experience in Microsoft Excel and knowledge of relevant reporting, database and accounting systems, ideally philanthropic CRMs.
* An understanding of and commitment to UNSW's aims, objectives and values in action, together with relevant policies and guidelines.
* Strong stakeholder management skills.
* Working knowledge of Trusts and Bequest administration desirable.

Benefits and Culture

* Flexible working options.
* Career development opportunities.
* 17% Superannuation contributions and additional leave loading payments.
* Additional 3 days of leave over Christmas period.
* Discounts and entitlements (retail, education, fitness).

Pre-Employment Checks

* National and International Criminal history checks.
* Entitlement to work and ID checks.
* Working With Children Checks.
* Completion of a Gender-Based Violence Prevention Declaration.
* Verification of relevant qualifications.
* Verification of relevant professional membership.
* Employment history and reference checks.
* Financial responsibility assessments/checks.
* Medical Checks and Assessments.
* Compliance with the necessary combination of these checks is a condition of employment at UNSW.

Equity, Diversity and Inclusion

UNSW is committed to equity, diversity and inclusion. Applications from women, people of culturally and linguistically diverse backgrounds, those living with disabilities, members of the LGBTIQ+ community; and people of Aboriginal and Torres Strait Islander descent, are encouraged. UNSW provides workplace adjustments for people with disability, and access to flexible work options for eligible staff.

The University reserves the right not to proceed with any appointment.

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