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Tier-1 employer, generalist operations title, and mid-level (4+ years) experience increase qualified applicant competition.
Role is highly specific to asset-management charitable-asset processes, limiting cross-industry transferability.
Explicit 4+ years plus financial-services industry requirement raises candidate filtering strictness.
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Process and administer gift annuity and trust gift vehicles including new gift setup and account modifications.
Prepare and distribute state filing reports and client reporting such as Gifts summary, PIF, and Tax reports.
Support Investment and Tax teams and contribute to strategic initiatives enhancing operational controls and process improvements.
Bachelor’s degree with concentration in Finance, Accounting, Business Management, and/or Information Systems.
Minimum 4 years of experience in financial services industry.
Working knowledge of Microsoft Excel, Outlook, and Word.
Work Experience Required: 4+ years in financial services industry.
Experience working in charitable asset management or related asset/investment operations environment.
Capable of meeting strict client deadlines and handling multi-task priorities with attention to detail.
Able to collaborate across cross-functional teams and support strategic operational improvements.