JOB SUMMARY:

Responsible for the acceptance, management, reporting and compliance of UTMB endowment contributions.

ESSENTIAL JOB FUNCTIONS:

• Assists the Endowment Compliance Officer in the design, development, implementation and evaluation of the endowment compliance program at UTMB.   

• Manages and implements processes and procedures for the creation and monitoring of endowments and accumulation gift accounts. 

• Prepares, submits and tracks paperwork (i.e., gift agreement, account load form) required to establish endowments.   

• Coordinates the establishment of an account and the fund transfer with Financial Management, processes the on-line request to UT Systems for Board of Regents approval, notifies endowment holders and/or account signatories about the establishment of new endowments and informs all involved with the expenditure of endowment funds about compliance rules, regulations and reporting. 

• Serves as the OUA contact on all endowment related information.  Investigates and coordinates or responds to calls from endowment holders, account owners, contributors or development officers.  

• Generates endowment compliance reports for the Endowment Compliance Committee and to meet external reporting requirements.  Produces ad hoc endowment reports as needed for the Endowment Compliance Committee and the campus community.   

• Develops and implements an endowment compliance training program.  Monitors adherence to training requirements for endowment holders and account signatories.  Updates training program as necessary. 

• Responsible for the timely and accurate recording of endowment information in Raiser’s Edge software.  Maintains hard copy department files for all information received and generated in the process of receiving, recording and acknowledging endowments.  Provides assistance as requested in filing and retrieving hard copy documentation.   

• Performs fiscal reconciliations of UT Systems gift data with data managed and generated by other University departments and entities including, but not limited to, Fiscal Services, UTMB Schools and Research Administrative Services.  

• Provides backup to development specialists in gift processing and biographical updating as necessary.  

• Responsible for special projects as assigned.  

• Performs related duties as required. 

MARGINAL OR PERIODIC JOB FUNCTIONS:

• Performs related duties as required.

REQUIRED EDUCATION / EXPERIENCE:

Associates degree or equivalent and two years related experience.

EQUIPMENT:

Standard office equipment.

WORKING ENVIRONMENT/LOCATION OF POSITION:

Standard office environment. 

OTHER:

Specific job requirements or physical location of some positions allocated to this classification, may render this position security sensitive, and thereby subject to the provisions of Section 51.215, Texas Education Code.

ANY QUALIFICATIONS TO BE CONSIDERED AS EQUIVALENTS IN LIEU OF STATED MINIMUMS REQUIRE THE PRIOR APPROVAL OF THE VICE PRESIDENT FOR HUMAN RESOURCES AND EMPLOYEE SERVICES.