Senior Estates Accounting Coordinator

ISU Foundation
2505 University Blvd
P.O. Box 2230
Ames, IA 50010, USA

As a key member of the gift accounting team, you will manage deceased donor estates in probate, while also managing the process to record living donor planned giving commitments. This position will also work with both documenting and correspondence related to gifts-in-kind.

• Prepare correspondence to representatives, review documentation received from estate representatives and manage all administration and closing of estates.
• Work with donor compliance services to ensure estate criteria can be met; establish gift agreements and accounts as needed.
• Prepare accounting transactions for estate gifts and prepare corrections as needed.
• Coordinate with supervisors and foundation legal counsel on possible litigation/contesting of estates as needed.
• Prepare monthly pending estates gift report and provide background information.

• 7 years of work experience related to employment area. Education may be substituted for years of work experience.
• Must understand and have experience with accounting and finance, debits and credits, journal entries, etc.

• Experience working with estates and/or in gift administration is preferred.
• Experience with CRM software, especially Salesforce, is a plus.
• Excellent verbal and written communication skills. Excellent interpersonal and customer service skills.
• Ability to work independently and as part of a team. Must be adaptable, flexible, and self-directed.
• Proficiency with Microsoft Office Suite and ability to learn new software.
• Must be able to handle several activities simultaneously with attention to detail and adherence to deadlines and accuracy.
• Must adhere to strict confidentiality standards.
• Creativity, patience, a sense of humor and a belief in our organizational mission of:
  Aligning donor passion and generosity to advance Iowa State University’s land grant ideals.

None

Non-exempt

Ames, IA; potentially hybrid

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Equal Opportunity Employer
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