University of California Irvine

Program Specialist, Center for Investment and Wealth Management


Updated: Oct 8, 2023
Location: Irvine-Campus
Job Type:
Department: Merage/Ctr Invest & Wlth Mgmt



Job Opening ID: 60217

Reports To: Associate Director

Working Title: Program Specialist, Center for Investment and Wealth Management

Department: Merage/Ctr Invest & Wlth Mgmt

Bargaining Unit: 99

FLSA: Non-Exempt

Payroll Job Code: 007396

Job Location: UCI Campus- Irvine

Percent of Time: 100%

Work Schedule: 8-5, M-F

Employee Class: Career

Position Summary:

The Center for Investment and Wealth Management (CIWM) was established to address the complex issues surrounding wealth management as it affects the well-being of individuals, families and overall economic vitality. Our mission is to create and disseminate vital, applicable research and knowledge concerning the creation, management and intergenerational transfer of wealth. The Center is an integral part of The Paul Merage School of Business and seeks to add valued teaching, outreach and research programs that further the School's missions. Over a 10-year period, the Center has benefited more than 25,000 individuals, through its innovative programming.

As the first point of contact for the Center for Investment and Wealth Management (CIWM), the Program Specialist receives visitors and interacts with all levels of university administration, faculty, staff, students, distinguished guests, and a diverse public constituency. Position is responsible for office management, program planning and event management.

Total Compensation:

In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our compensation practices and benefits.

$24.71 - $27.00 (Hourly Rate) Expected Pay Range within the Full Salary Range $24.71 - $41.86 (Hourly Rate)

Required:

Bachelor's degree in related area and / or equivalent experience / training.

Valid California driver's license

Skill and demonstrated ability to use a personal computer and word processing, spreadsheet, database computer software programs, Microsoft Outlook and the Internet. Efficient typing and proofreading skills. Excellent interpersonal skills and poise in dealing with diverse constituents in a diplomatic and professional matter, including influential community leaders, University leadership, faculty, administrative personnel, and volunteer groups. Ability to use discretion and maintain all confidentiality. Ability to use sound judgment in responding to issues and concerns. Basic skills to analyze and research information, and to develop reports, proposals and external relations materials. Basic program and project management skills. Written and conversational mastery of the Spanish language. Proven level of outstanding professionalism in providing high-level coordination for programs, meetings, grant writing, and other duties as assigned. Demonstrated superior writing skills with maximum attention to detail. Excellent ability to write acknowledgement letters, clear internal communications, and provide proof reading and input for reports and proposals, summaries of donor and prospect information, correspondence and public relations materials with minimal direction. Demonstrated experience organizing, coordinating, and executing events and year-round programs.

Preferred:

Acquiring knowledge of applicable policy analysis techniques. Knowledge of UCI administrative policies, procedures, and practices. Ability to develop slide presentations, use scanning, LCD projector and other wireless devices. Experience working in an academic University environment.

Special Conditions Required:

May be required to drive on occasion in order to perform routine or essential job responsibilities for the position. Hybrid position with some onsite work expected each week.

Conditions of Employment:

The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment:

Background Check and Live Scan

Legal Right to work in the United States

Vaccination Policies

Smoking and Tobacco Policy

Drug Free Environment

The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements.

California Child Abuse and Neglect Reporting Act

E-Verify

Pre-Placement Health Evaluation

Details of each policy may be reviewed by visiting the following page - https://hr.uci.edu/new-hire/conditions-of-employment.php

Closing Statement:

The University of California, Irvine is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.

We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming.

UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at (949) 824-0500 or eec@uci.edu.

Job Opening ID: 60217Reports To: Associate DirectorWorking Title: Program Specialist, Center for Investment and Wealth ManagementDepartment: Merage/Ctr Invest & Wlth MgmtBargaining Unit: 99FLSA: Non-ExemptPayroll Job Code: 007396Job Location: UCI Campus- IrvinePercent of Time: 100%Work Schedule: 8-5, M-FEmployee Class: Career
Conditions of Employment:

The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment:

Background Check and Live Scan

Legal Right to work in the United States

Vaccination Policies

Smoking and Tobacco Policy

Drug Free Environment

The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements.

California Child Abuse and Neglect Reporting Act

E-Verify

Pre-Placement Health Evaluation

Details of each policy may be reviewed by visiting the following page - https://apptrkr.com/get_redirect.php?id=4675099&targetURL=

Job Opening ID: 60217Reports To: Associate DirectorWorking Title: Program Specialist, Center for Investment and Wealth ManagementDepartment: Merage/Ctr Invest & Wlth MgmtBargaining Unit: 99FLSA: Non-ExemptPayroll Job Code: 007396Job Location: UCI Campus- IrvinePercent of Time: 100%Work Schedule: 8-5, M-FEmployee Class: Career
Conditions of Employment:

The University of California, Irvine (UCI) seeks to provide a safe and healthy environment for the entire UCI community. As part of this commitment, all applicants who accept an offer of employment must comply with the following conditions of employment:

Background Check and Live Scan

Legal Right to work in the United States

Vaccination Policies

Smoking and Tobacco Policy

Drug Free Environment

The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements.

California Child Abuse and Neglect Reporting Act

E-Verify

Pre-Placement Health Evaluation

Details of each policy may be reviewed by visiting the following page - https://hr.uci.edu/new-hire/conditions-of-employment.php

Closing Statement:

The University of California, Irvine is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.

We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming.

UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at (949) 824-0500 or eec@uci.edu.


To apply, visit https://careersucirvine.ttcportals.com/jobs/13450201-program-specialist-center-for-investment-and-wealth-management





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