Think Gift Planning is just about trusts, bequests, life insurance, etc.? It's also about tripling the value of a scholarship through an estate, expanding student experiences with an asset that will be efficiently passed to heirs, honoring a faculty member with a donor-advised fund, growing one's retirement resources while backing the campus's future needs. Doesn't that sound like something you'd like to contribute to? Add to that benefits that include a free lunch when school is in session, parking, outstanding tuition remission for admitted applicants, a gorgeous campus with an art museum to stroll through (for free), no Boston traffic, a Bright Horizons day care in the community with preferential pricing, plus an intentionally diverse community. Please read below for more information and to find out how to share your interests and abilities with us!
The Coordinator provides administrative assistance for the Director and Associate Director of Gift Planning, and the Development team in general. The Coordinator will support all activities involved with the directors’ administrative, prospect management, travel, and data needs, as required to achieve their individual and team goals. The ideal candidate will have some experience in financial, estate planning and/or investment administrative work as the position will involve daily work with wills and trusts, the gift recording/reporting of these arrangements, and support with the stewardship and administration of these gifts.
The Office of Academy Resources is a collaborative and dynamic work environment. The team is mission-driven and aligned with the goals of Phillips Academy, and the success of our community is always clearly in mind.
The successful candidate will have experience with financial and/or legal terms, perhaps with a background in estate administration, complex assets or investment administration, while also enjoying contact with diverse audiences, from alumni/ae and family members of varying ages and backgrounds to attorneys and advisors, largely by telephone and email. A self-starter’s confidence with juggling projects on various timelines, learning new databases and software systems; respect for the confidential nature of the individuals’ financial and personal resources and giving aspirations. A history of self-motivation that shows the ability to prioritize and take initiative on projects and one’s own training.
A Bachelor’s degree is required along with strong computer skills, flexibility, excellent interpersonal skills, project coordination experience, and the ability to work well with all levels of the Academy community. Some night and weekend work is necessary to complete the requirements of the role.
Due to COVID-19, our team members are presently working remotely. Until a return to our on-site office setting is approved by Academy leadership, interviews will be conducted virtually. This position will begin working remotely and we are prepared to discuss your needs during this time. This position is expected to be in the office upon a return to campus.
Phillips Academy is an equal opportunity employer. Phillips Academy is an intentionally diverse and inclusive residential community “committed to creating an equitable and inclusive school in which students from diverse backgrounds, cultures, and experiences—including race, ethnicity, nationality, gender, socioeconomic class, sexual orientation, gender identity, religion, and ability—learn and grow together.” The ideal candidate supports the inclusive and diverse nature of the community. Any offers of employment will be contingent upon successful CORI/SORI and fingerprinting background checks as well as authorization to work in the United States.
About Phillips Academy
Established in 1778, Phillips Academy is a co-educational, boarding secondary school located just north of Boston and which educates students of intelligence and integrity from diverse cultural, racial, socioeconomic and geographic backgrounds. Our motto, Non sibi, not for self, was forged by Paul Revere into the original seal 240 years ago. The school's residential structure enables faculty to support students in their personal, social and intellectual development. The academic program fosters excellence in all disciplines within the liberal arts tradition. Faculty members guide students in mastering skills, acquiring knowledge and thinking critically, creatively and independently. The school strives to help young people achieve their potential not only intellectually, but also artistically, athletically and morally, so that they may lead responsible and fulfilling lives.
The Academy embraces equity, inclusion, and wellness and is committed to establishing a community that encourages people of diverse backgrounds and beliefs to understand and respect one another and to embrace differences of race, gender, gender identity, ethnicity, class, sexual orientation, national origin..., and religion. In its programs, the school seeks to promote a balance of leadership, cooperation and service, together with a deeper awareness of the global community and the natural world.
Andover's 1778 Constitution charges the academy to prepare "Youth from every quarter" to understand that "goodness without knowledge is weak...yet knowledge without goodness is dangerous." This obligation challenges students, faculty, and staff in mind, body and spirit to see beyond themselves and to go beyond the familiar; to remain committed to developing what is finest in themselves and others, for others and themselves.