Securities Gift Administrator

Position Description

• Records expected gifts into Securities Gift Manager (SGM) 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.

Key Responsibilities

• Communicate professionally and effectively with donors.
• Manage donor inquiries and gift processing with accuracy and attention to detail.
• Maintain organization while handling multiple donor requests and transactions.
• Collaborate with team members to ensure excellent donor service and support.
• Strong verbal and written communication skills.
• Excellent organizational skills with the ability to manage multiple priorities and follow through on tasks.
• Team-oriented mindset with strong collaboration skills.
• Basic understanding of financial securities, including Stocks, Bonds, and Mutual Funds.
• Proficiency with Microsoft Office applications, including Outlook, Excel, and Word.
• Ability to learn and utilize internal systems (training provided).
• Detail-oriented, dependable, and customer-service focused.
• Comfortable working in a fast-paced environment while maintaining accuracy.
• Interested in donor relations, gift administration, or financial services support.

Required Technical Skills/Knowledge

• High School graduate. College background preferred.
• 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.