Paralegal, Compliance and Estate Administration

Job description


Please note: Paralegal, Compliance and Estate Administration position is part of the University of Colorado Foundation, a private non-profit organization. Although the Foundation works closely with the University, employees of the Foundation are not considered to be staff of the University. Additionally, note that this position resides at 1800 Grant ST, Denver, CO. 

The University of Colorado Foundation receives, manages, and prudently invests private support for the benefit of the University of Colorado. Foundation employees are relationship-focused, alumni and donor-centric, collaborative, ethical, and results-oriented. They are committed to unwavering standards of excellence and consistently challenge themselves and each other to strive toward higher levels of achievement.

Job Purpose
Responsible for a variety of duties and tasks relative to contracts, legal correspondence, corporate records and compliance, human resources, and trust administration working directly with general counsel. Provides compliance support to a number of assigned areas by performing critical analysis and reviewing relevance of legal issues (cases, statutes, and regulations); based on this review, makes strategic recommendations on actions and processes to ensure compliance.

Essential Duties

  • Provides Support to General Counsel

Assists general counsel in a variety of areas: 1) human resources (hiring and termination processes, record keeping, payroll process, and employee relations); 2) contract administration (reviewing, drafting, editing and routing through the closing processing); 3) risk management (maintain relationship with third-party administrators/consultants, completes annual review and renewal of policies, submits claims, pays premiums); 4) departmental office administration (general legal correspondence, completes research and prepares reports and responses, and maintains department records and files).

  • Life Income Administration

Provides administration for planned gifts, including 1) drafting and reviewing documents; 2) preparing gift illustrations for donors and development officers; 3) working with trust administrator to set up, maintain and close life income gifts; 4) working in coordination with Advancement planned giving team; 5) communicating with donors (ABRs, quarterly reports, address changes, etc.), external trustees, personal representatives, attorneys related to internal/external trusts and estate gifts; 6) filing of trust registrations with probate court.

  • Bequest Administration

Manage process for realization of bequests designated to the Foundation and the University: 1) primary contact for fiduciaries and third-party payees, e.g. Fidelity, TIAA, with respect to monies designated to the Foundation /University by deceased donors; 2) review all governing documents and raise issues/concerns when appropriate; 3) prepare documentation required to collect assets from applicable fiduciaries and transfer assets to the appropriate Foundation funds in accordance with donor intent; 4) review fiduciary inventories and accounting and raise issues/concerns when appropriate; 5) track realization of bequests in donor database; and 6) monitor and assist with probate litigation activities as needed.

  • Board Support

Board administration (drafting and processing of board and committee minutes to completion)

  • Corporate Compliance, Including Charitable Solicitation Laws

Monitors statutes and regulations, and files any corresponding state reports to ensure compliance related to employment, charitable solicitation, trust and annuity administration, and corporate activities.

  • Support to Business Partners

Coordinates activities with gift administration, gift planning, and accounting department as necessary.

  • Other duties as assigned.
Knowledge and Skills
  • Excellent written and verbal communication skills, including the ability to accurately and thoroughly communicate legal issues and concerns.
  • Ability to communicate effectively with internal clients, University partners, donors and their representatives, outside counsel and other support staff.
  • Highly organized, responsible and responsive, with strict adherence to deadlines.
  • Ability to manage multiple projects with competing priorities and deadlines and completing assignments with a focused attention to detail.
  • Self-sufficient, able to work independently and take initiative, but able and willing to ask for assistance and advice when needed.

Salary: Is commensurate with skills and experience.

  • Comprehensive medical, dental and vision coverage
  • Retirement plan - 401(k)/Roth, with 6% match
  • Five weeks paid time off, initially
  • Eligible for bonus plan

  • Bachelor’s Degree preferred, paralegal certification or equivalent experience preferred.
  • Minimum of five (5) years’ experience, ten (10) or more years preferred, as a paralegal and/or in combination with legal administration. 
  • Experience with trusts and estates required, experience with nonprofit organizations preferred.
Software Utilized
  • Microsoft Office Products, including Word, Excel, PowerPoint, Outlook, Adobe Acrobat, fundraising software (PG Calc and donor relationship databases) and legal research tools.
Physical Demands and Working Conditions
  • Works in a normal office environment requiring light physical effort by handling objects up to 20 pounds occasionally and/or up to 10 pounds frequently. 
  • Works with standard office equipment (such as phone, fax and personal computer). 
  • Ability to navigate stairs frequently during the course of a business day in various work locations. 
  • Sitting at desk for most of day, and working with computer.

Job Category: Business Services
Primary Location: Denver
Schedule: Full-time
Posting Date: Sep 9, 2019
Unposting Date: Ongoing




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Job No:
Posted: 9/11/2019
Application Due: 12/10/2019
Work Type: