Estate and Gift Planning Administrator

Mount Holyoke College

4d•$28 - $32•Hybrid

About The Position

The Estate and Gift Planning Administrator manages the end-to-end operational and administrative workflow for Mount Holyoke College’s gift planning program. The position serves as the primary liaison between donors, legal representatives, and internal teams, ensuring accurate administration, recording, and stewardship of estates, trusts, and life income gifts. The role handles estate and trust administration, gift processing and compliance, donor inquiries, and office support. It also supports financial recordkeeping, coordination across departments, and events such as Reunion and Commencement.

Requirements

Associate’s degree with at least one year of job-related office experience, or an equivalent combination of education and experience.
Experience with estate or trust administration, paralegal workflows, or gift planning operations.
Proficiency in CRM database management and office budget tracking.
Exceptional communication skills.
Demonstrated ability to handle sensitive financial data with empathy, discretion, and strict confidentiality.

Responsibilities

Serve as the main point of contact for attorneys, executors, and the Alum Association on estate and trust matters.
Review legal estate documents, monitor probate status, secure authorized signatures, and maintain accurate CRM records throughout settlement.
Prepare life income gift contracts, financial illustrations, and tax disclosures.
Process gifts-in-kind and relay confidential data to external custodians, such as TIAA Kaspick.
Partner with the Finance Office to ensure accurate accounting and ledger coding.
Respond to donor inquiries by phone and email as the first point of contact.
Track the office budget and manage expense reporting, cross-departmental scheduling, and file management.
Support events, including Reunion and Commencement.