Fund Administration Coordinator

University Of Montana Foundation•Missoula, MT

7d•Hybrid

About The Position

At the University of Montana Foundation, the lives we change will change the world. We inspire donors to bolster UM’s mission of providing an accessible, affordable, and world-class education. We are committed to maintaining a diverse and inclusive workplace that reflects the people and culture of the University we serve, fostering an environment allowing us to inspire each other to our best work. We act with integrity and respect, and work to create a team where everyone feels valued, respected, and supported. About the Opportunity: The Fund Administration Coordinator is part of the Fund Administration team at the University of Montana Foundation. This position will support the Assistant Director of Fund Administration and act as a liaison to campus partners relating to fund maintenance and compliance. This is an internal facing role focused on supporting operations, coordination, and team priorities. This position ensures that fund documentation and information is routed, tracked, stored, and distributed as needed. In addition, the coordinator must foster and sustain positive relationships with colleagues in the UM Foundation and at the University of Montana to facilitate communications regarding the activities of Fund Administration.

Requirements

Associate’s degree or equivalent
Experience in database management, donor relations, fund administration or related areas
Extensive experience with current Microsoft Office software applications and a database application

Nice To Haves

Familiarity with CRM software is beneficial
Strong technical skills, including knowledge of data base systems and in Microsoft Office
Excellent communication and interpersonal abilities, with the capacity to build effective relationships, collaborate well, and engage confidently with others
Proven organizational strengths, including meeting deadlines, prioritizing tasks and managing multiple projects in a fast-paced environment
Enjoys working behind operational workflows, contributing to the team success through coordination and detail-oriented support
Demonstrated customer service skills, delivering high quality support with accuracy, attention to detail and professionalism
High level of maturity, integrity, and discretion when handling confidential information, paired with flexibility, tact and approachability

Responsibilities

Be able to handle various tasks of varying degrees of priorities simultaneously
Maintain, organize, and update data and documents across platforms to support efficient fund and scholarship operations.
Draft routine gift and pledge agreements and assist with creating, modifying, or closing funds.
Support fund administration by routing, tracking, storing, and distributing documents and information accurately.
Assist and support scholarship administration tasks, including maintaining scholarship administrator contacts and assisting with related operational needs.