Program Specialist, Center for Investment and Wealth Management - University of California, Irvine

Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation’s top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its academic achievement, premier research, innovation and anteater mascot. Led by Chancellor Howard Gillman, UC Irvine has more than 36,000 students and offers 224 degree programs. It’s located in one of the world’s safest and most economically vibrant communities and is Orange County’s second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide.

To learn more about UC Irvine, visit www.uci.edu.

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.

The Center for Investment and Wealth Management is a resource for everyone to increase financial literacy, lessen monetary instability for the benefit of society, and cultivate the next generation of financial industry leaders. We accomplish this through campus and community engagement.

The Program Specialist role does not require experience in the investment and wealth management industry. The role supports programming catered towards UCI students and the wider community through on-campus and youth summer programs.

This position offers an excellent opportunity for individuals looking to gain experience in program coordination and event management within a dynamic and collaborative environment. While prior experience in finance or investment management is not required, candidates with a passion for working with students and the community are encouraged to apply. We welcome candidates from diverse backgrounds and experiences to join our team and contribute to our mission of increasing financial education opportunities for all.

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.

The expected pay range for this recruitment is $25.77- $29.00 (Hourly).


Required:

• 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 communication and interpersonal skills, both written and verbal, with a customer-focused approach. 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 and willingness to present/speak before a large group.
• 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, to develop reports, proposals and external relations materials.
• Strong organization and administrative skills, including 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.
• Detail-oriented and capable of working in a dynamic environment, with the ability to multitask and prioritize tasks effectively.
• Demonstrated experience organizing, coordinating, and executing events and year-round programs.
• Bachelor's degree in any field.
• Valid California driver’s license
• A minimum of 1 year of experience researching and developing program presentations and materials
• A minimum of 1 year of experience working with a diverse student population, and a commitment to diversity, equity, and inclusion principles.

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 a university or education setting.
• Professional experience in roles that involve program coordination, event management, or similar responsibilities.
• Familiarity with youth summer programs or community outreach initiatives.
• Ability to maintain cooperative relationships with community contacts.
• Demonstrated experience overseeing collaborative projects requiring teamwork.
• Proficiency in project management tools as Asani or similar platforms.
• Bilingual Spanish/English language skills.

Special Conditions:

• May be required to drive on occasion in order to perform routine or essential job responsibilities for the position.
• Reliable transportation and ability to travel to multiple locations / sites in one day.
• 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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

For the University of California’s Affirmative Action Policy please visit: https://policy.ucop.edu/doc/4010393/PPSM-20.

For the University of California’s Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.

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.