The University of Texas System Administration
JOB DESCRIPTION
|
The University of Texas System Administration JOB DESCRIPTION |
Effective Date: September 1, 1996 |
| Job Title | Trust Officer |
| Job Code Number | 9103 |
| FLSA Category | Exempt |
| Job Purpose | To protect and maximize the value of assets bequeathed to the University of Texas component institutions. |
| Education and experience required including training, registration, and licensure. | Bachelor’s degree in business-related field with a minimum of 5 years business development or related field experience. |
| Supervision provided to others. | Yes |
Job Functions |
|
Number |
Description |
1. |
Interact with component development officers and business officers concerning proposed and existing endowments and planned gifts. |
2. |
Monitor estates and trusts held by others for assigned component institutions. |
3. |
Administer endowments for assigned component institution. |
4. |
Administer trusts for assigned component institutions. |
5. |
Process gifts for securities. |
6. |
Review proposed gifts for policy compliance, re-negotiating terms and executing summaries of approval. |
This job description in no way states or implies that
these are the only duties to be performed
by the employee occupying this position. The incumbent is expected to perform other duties
necessary for the effective operation of the department. Any qualifications to be
considered as
equivalents in lieu of stated minimums require prior approval of Human Resources.
| This job class may contain positions that are security sensitive and thereby subject to the provisions of Texas Education Code §51.215. |