Part-Time Fiduciary Management Instructor (Remote)

ABOUT UCR UNIVERSITY EXTENSION

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 values excellence and has educated international students for over forty years.

POSITION OVERVIEW

Position Title: Fiduciary Management Instructor: Part-Time UNEX Instructor

Salary Range: A reasonable estimate for this position is: $700 per unit. Plus, an approximate $100 per unit as a course development fee (payable for the first time the course is taught in each modality)

Anticipated Start:Between Fall 2024 and Spring 2025

POSITION DESCRIPTION

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 7-10 weeks in length. Average of 3-4 teaching hours per week, and offered synchronously online in the evenings PT (Pacific 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 of 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.

REQUIREMENTS

Minimum Requirements

• Licensed Professional Fiduciary in the State of California.
• 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.
• Commitment to diversity and the University's mission.
• Authorization to work in the United States.

Preferred Requirements

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

APPLICATION INFORMATION

To apply please visit https://aprecruit.ucr.edu/apply/JPF01887. 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/.

Applications must include:

• Curriculum Vitae - Most recently updated C.V.
• Cover Letter
• Professional Fiduciary License Number
• Statement of Teaching
• Statement of Past and/or Planned Future Contributions to Advancing Diversity and Inclusive Excellence - Statement on your 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 part of an academic career.

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

Program: https://extension.ucr.edu/certificates/fiduciarymanagement

• Licensed Professional Fiduciary. License number required for verification.
• 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.
• Commitment to diversity and the University's mission.
• Authorization to work in the United States.

* Experience teaching adult learners.

* Experience with curriculum development and course design.

* Experience teaching online courses using Canvas

• 4-6 required (contact information only)

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

The University of California, Riverside is a world-class research university with an exceptionally diverse undergraduate student body. UCR is a member institution of the American Association of Universities (AAU) as well as the Alliance of Hispanic Serving Research Universities (HSRU). 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 or protected veteran status.

For the University of California policies on Affirmative Action, Anti-Discrimination, and Sexual Violence and Sexual Harassment Policy, see below.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, State, or local government directives may impose additional requirements.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct, are currently being investigated for misconduct, left a position during an investigation for alleged misconduct, or have filed an appeal with a previous employer.

"Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer.

For the University of California's Violence and Sexual Harassment Policy please visit:

https://policy.ucop.edu/doc/4000385/SVSH.

For the University of California's Affirmative Action and Nondiscrimination in Employment Policy please visit: https://www.ucop.edu/academic-personnel-programs/_files/apm/apm-035.pdf.

For the University of California's Anti-Discrimination Policy for Employees, Students, and Third Parties, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.