Summary:

Education required to ensure success in this position:

• H.S. Diploma, or equivalent, required
• Vocational Training in Secretarial Courses, required

Experience required to ensure success in this position:

• Several years’ experience working as a secretary in a fast past office environment

Special skills, knowledge and abilities:

• Ability to operate various office equipment
• Basic accounting
• Advanced proficiency in Word processing (Microsoft Word) and intermediate proficiency in spreadsheet (Excel).
• Ability to operate under the stress of time constraints

License, certification, or registration necessary:

• Notary public

Physical requirements:

• Mostly sedentary work
• Must be able to maneuver around campus and campus buildings.
• Ability to lift small items, usually not greater than 20 pounds.

Environmental conditions:

• Office setting

Ability to operate the following vehicles or equipment:

• Standard office equipment: computer, calculator, printers, fax machine, copier

Primary Duties and Responsibilities:

• Responsible for preparing gift annuities, trusts, unitrust, pooled income and revocable gift contracts (split interest agreements).
• Prepares journal entries to record split interest agreement transactions.
• Works as a liaison between annuitants and TIAA Kaspick by keeping TIAA Kaspick. apprised of any changes on each annuitant’s record.
• Responsible for maintaining reports on new annuity contracts, deceased annuitants and annuities funded by stock gifts for current fiscal year.
• Responsible for reconciling office annuity reports and journals with general ledger on a monthly basis.
• Periodically reconciles outstanding annuity and trust checks.
• At fiscal year end, responsible for preparing the Annuity Fund-Actuarial Value Report and various other annuity reports in preparation for the annuity report section in the financial statements.
• Responsible for maintaining records and reports on all bequests received from estates and trusts that the College is named as a beneficiary.
• Responsible for maintaining records and processing sales of securities received as gifts.
• Responsible for typing, reproduction and binding of the annual financial statements, budget book and other financial and statistical reports prepared by the Vice President for Finance.
• Responsible for all document imaging and maintaining those records.
• Assisting the Operations and Sustainability Office with Board of Trustees meetings when needed.
• Responsible for tracking College-owned life insurance policies.

Other roles/duties will be assigned as necessary to assist the College in the attainment of the goals set forth and the enhancement of a positive, respectful learning environment for all staff, faculty and students.

Founded in 1855, Berea College achieved national distinction as the first coeducational and interracial college in the South. Berea has a longstanding commitment to interracial education and is one of the most racially diverse private liberal arts colleges in the United States. With an emphasis on service to Appalachia and beyond, Berea enrolls 1,600 students from 43 states and U.S. territories and more than 70 countries. Berea College admits students who are unable to afford tuition and provides all of them a no-tuition promise, valued at more than $178,000. Berea’s students excel in the College’s supportive yet demanding academic environment, and many are the first in their families to attend college. As one of only nine federally recognized Work Colleges, all Berea students are expected to work 10-12 hours weekly in various positions across campus. Berea College was again named one of the nation’s “Best Institutions for Undergraduates to Earn their College Degree” in the 2022 edition of The Princeton Review’s book, The Best 387 Colleges. Berea also appeared on four other lists within the publication: Best Colleges in the Southeast; Best Value Colleges; Best Green Colleges; and Tuition Free Schools. Berea College is ranked #148 by The Princeton Review – the highest-ranked Kentucky college, and the #3 “Best Value College” in the nation. Berea is one of only two private institutions ranked in the Top 10 for Value in the Wall Street Journal/Times Higher Education (THE) 2022 College Rankings. The Washington Monthly ranks Berea College #13 among the nation’s liberal arts colleges, recognizing Berea for maintaining “consistently high rankings thanks to their economic diversity, relatively strong graduation rates, and commitment to meeting students’ financial need.” U.S. News and World Report Rankings lists Berea as #30 among National Liberal Arts Colleges, including ranking Berea #1 in Service Learning, #2 for Most Innovative Schools, #3 in Co-ops/Internships, #4 in First-year Experiences, and tied for #13 in Best Undergraduate Teaching.

Located where the Bluegrass Region meets the Cumberland Mountains, the town of Berea (pop. 16,000) lies forty miles south of Lexington and is approximately two hours from Cincinnati, Louisville, and Knoxville. More information about Berea College is available at www.berea.edu.

Berea College, in light of its mission in the tradition of impartial love and social equality, welcomes all people of the earth to learn and work here.
Berea College is always looking for talented, self-motivated individuals to join our team. If you think you are ready to be a part of an exciting team, then we encourage you to continue with this applicant friendly, online job application!
Berea College is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, age, national origin, ancestry, citizenship, disability, or veteran status.