The University of Texas System Administration
JOB DESCRIPTION
|
The University of Texas System Administration JOB DESCRIPTION |
Effective Date: September 1, 1996 |
| Job Title | Assistant Trust Officer |
| Job Code Number | 9196 |
| FLSA Category | Non-exempt |
| Job Purpose | To provide support to the Trust Officer in monitoring gifts and bequests benefiting component institutions. |
| Education and experience required including training, registration, and licensure. | Bachelor’s degree with no experience required. |
| Supervision provided to others. | No |
Job Functions |
|
Number |
Description |
1. |
Interact with component development officers and business officers concerning proposed and existing endowments and planned gifts. |
2. |
Monitor bequests to assigned component institutions. |
3. |
Administer endowments and trusts held by others for assigned component institution. |
4. |
Administer trusts for assigned component institutions. |
5. |
Review proposed gifts for policy compliance, re-negotiating terms and executing summaries of approval. |
6. |
Mail charitable quarterly trust distributions. |
7. |
Maintain gift processing system. |
8. |
Provide administrative support for Department and Trust Officers. |
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. |