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Part-Time Fiduciary Management Instructor

Position overview

Position title: Part-Time Fiduciary Management Instructor
Salary range: $700 per unit up to 20 students. An additional od $50 per student in excess of 20 students up to 30.

Application Window

Open date: February 16, 2022

Most recent review date: Wednesday, Mar 2, 2022 at 11:59pm (Pacific Time)
Applications received after this date will be reviewed by the search committee if the position has not yet been filled.

Final date: Saturday, Dec 31, 2022 at 11:59pm (Pacific Time)
Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.

Position description

Part-Time Fiduciary Management Instructor

University of California, Riverside – University Extension

In the Heart of Inland Southern California, UC Riverside is located on nearly 1,200 acres near Box Springs Mountain in Southern California; the park-like campus provides convenient access to the vibrant and growing Inland region. The campus is a living laboratory for the exploration of issues critical to growing communities’ air, water, energy, transportation, politics, the arts, history, and culture. UCR gives every student, faculty, and staff member the resources to explore, engage, imagine, and excel.

University Extension is the continuing and professional education division of the University of California, Riverside offering programs and certificates to domestic and international students. University Extension is seeking experienced professionals to join our instructional team as part-time instructors for adult learners. Successful candidates of this continuous recruitment will be eligible to teach courses as they are scheduled during the year for our Professional Certificate in Fiduciary Management. The objective of this program is to teach students how to effectively manage estates, act as a personal financial representative, and pass the fiduciary state licensing exam. Courses are typically 7 weeks in length, average of 4 teaching hours per week, and are offered synchronously online in the evenings PST (Pacific Standard Time) Monday through Friday and occasionally on Saturday. Courses include:

➢ Overview of Fiduciary Management
➢ Management of Estate Assets
➢ Practical Application of Accounting for the Professional Fiduciary
➢ Trust Administration and Procedure
➢ Introduction to Conservatorships of the Person and Estate
➢ Decedent’s Estate Practices and Procedures
➢ Professional Fiduciary Business Practices

Responsibilities:
• Provide instruction in accordance with the established instructional agreement, curriculum outlines and class schedule provided by University Extension.
• Communicate teaching objectives and specific learning outcomes to students, and clearly outline the grading policies to the course.
• Work in conjunction with collaborative partners and subject matter experts to ensure that course information is current.
• Participate in scheduled orientations, meetings, and mandatory training programs by UCR’s established deadlines.
• Create course shell, maintain timely and accurate academic records within the learning management system, and submit timely and accurate documentation as well as student grades as outlined in the instructional agreement.
• Maintain appropriate standards of professional conduct.

Minimum Requirements:
• Advanced degree in Accounting, Finance, Economics, Law or a related field, or equivalent experience.
• Five years of related work experience in Fiduciary, Tax, Trust, Estate Management, Conservatorship, or related fields.
• Excellent verbal and written communication, interpersonal, and organizational skills.
• Ability to provide instruction online and in-person.
• Commitment to diversity and the University’s mission.

Preferred Qualifications:
• Experience teaching adult learners.
• Experience with curriculum development and course design.
• Experience teaching online courses using Canvas

Compensation
$700 per unit for a class size up to 20 students. An additional $50 per student for students 21-30.

Application Information:
To apply please visit https://aprecruit.ucr.edu/apply/JPF01511. This is a continuous recruitment. Applications will be reviewed on a continuous basis. The interview process may include a teaching demonstration. For more information about UCR Extension, please visit http://www.extension.ucr.edu/.

Employment Information:
Instructional agreements are made on a course-by-course basis at the discretion of the University with no guarantee to teach future courses. This part-time position is not eligible for benefits but participates in the University of California Defined Contribution Plan

Qualifications

Basic qualifications (required at time of application)

• Advanced degree in Accounting, Finance, Economics, Law or a related field, or equivalent experience.
• Five years of related work experience in Fiduciary, Tax, Trust, Estate Management, Conservatorship, or related fields.
• Excellent verbal and written communication, interpersonal, and organizational skills.
• Ability to provide instruction online and in-person.
• Commitment to diversity and the University’s mission.

Preferred qualifications

• Experience teaching adult learners.
• Experience with curriculum development and course design.
• Experience teaching online courses using Canvas

Application Requirements

Document requirements
  • Curriculum Vitae - Your most recently updated C.V.

  • Cover Letter

  • Statement of Teaching (Optional)

  • Statement of Past and/or Planned Future Contributions to Advancing Diversity and Inclusive Excellence - In a “Statement of Past and/or Planned Future Contributions to Advancing Diversity and Inclusive Excellence”, we ask applicants to describe their past and/or potential future contributions to promoting a diverse, equitable, and inclusive environment, which is a key requirement of the role of every faculty member and administrator at UCR. There are numerous ways to contribute, and a commitment to this part of our mission can be reflected through research, teaching, supervision, mentoring, community engagement, service, and any of the other varied activities that are a part of an academic career.

  • Misc / Additional (Optional)

Reference requirements
  • 4-6 required (contact information only)

References of candidates considered for a position will be contacted after the interview.

Apply link: https://aprecruit.ucr.edu/JPF01511

Help contact: achavando@ucx.ucr.edu

Campus Information

UCR is a world-class research university with an exceptionally diverse undergraduate student body. Its mission is explicitly linked to providing routes to educational success for underrepresented and first-generation college students. A commitment to this mission is a preferred qualification.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by law.

University of California COVID-19 Vaccination Program Policy
As a condition of employment, you will be required to comply with the University of California SARS-CoV-2 (COVID-19) Vaccination Program Policy (https://policy.ucop.edu/doc/5000695/SARS-CoV-2_Covid-19). All Covered Individuals under the policy must provide proof of Full Vaccination or, if applicable, submit a request for Exception (based on Medical Exemption, Disability, and/or Religious Objection) or Deferral (based on pregnancy) no later than the applicable deadline. Please refer to Appendix F, Section II.C. of the policy for the deadlines applicable to new University of California employees. Federal, state, or local public health directives may impose additional requirements.