Trust and Endowment Analyst - University Development & Alumni Engagement

Categories

Appointment Type

• Probationary 1

Bargaining Unit

• Unit 9 - CSUEU - Technical Support Services 1

Apply now Job no: 555019
Work type: Staff
Location: Cal Poly - Mustang Business Park (San Luis Obispo)
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time

Position Description

Under the direct supervision of the Director of Gift Administration, this position assists in the administration of the University’s trust, annuity, pooled income funds, planned giving and endowment programs. The Trust and Endowment Analyst also assists in providing comprehensive gift-processing support to University Development and Alumni Engagement, including maintaining required accounting records, processing gift documents and auditing transactions.

The role of the University Development & Alumni Engagement Division is to foster strong relationships with internal and external partners to enhance support for Cal Poly. University Development & Alumni Engagement (UDAE) establishes and implements an overall development program, including coordinating fundraising, and alumni programs.

• Thorough knowledge of office systems, methods, procedures and practices.
• Ability to troubleshoot most office administration problems and respond to all inquiries and requests.
• Demonstrated ability to understand problems from a broader perspective and anticipate the impact of office administration problems and solutions on other areas.
• Ability to analyze operational and procedural problems and recommend and evaluate proposed solutions.
• Excellent communication skills; ability to effectively communicate information in a clear and understandable manner, both verbally and in writing. Thorough knowledge of English grammar, spelling and punctuation.
• Demonstrated ability to quickly and accurately produce letters, spreadsheets, agreements and reports.
• Demonstrated ability to maintain a high degree of confidentiality.

• Equivalent to graduation from a four‑year college or university. One year of technical or administrative experience. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year‑for‑year basis.

Anticipated Hiring Range:$70,200 - $80,640 per year

Classification Range: $57,588 - $83,904 per year

Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).

Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.

Cal Poly is a nationally‑ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top‑tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly’s hands‑on philosophy, small class sizes and close student‑faculty mentorships result in graduates ready from day one to impact their communities, California and the world.

For more information, visit calpoly.edu.

This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil…