Charitable Endowment Specialist

Description

Job Summary:

Under general supervision, this role provides administrative support to the Charitable Endowment Fund department within a designated functional area. The ideal candidate will apply foundational knowledge and skills acquired through education, experience, and/or on-the-job training to perform routine, standardized tasks. Clear instructions and procedures are provided, and while the role involves resolving common questions and issues, more complex matters are escalated to higher-level staff.

Duties/Ability to:

Assist in the preparation and review of departmental reports to ensure accuracy and completeness.

Manage email correspondence with professionalism, demonstrating strong written communication and customer service skills.

Maintain a high level of attention to detail while consistently meeting assigned deadlines and performance goals.

Support various projects and initiatives as assigned by the manager, contributing to team objectives.

Handle inbound and outbound phone communications as part of daily responsibilities.

Process a variety of transactions, including new account setups, contributions, approvals, vetting charities and ongoing account maintenance.

Additional Information

Work schedule is 8am-5pm, Monday through Friday

Local candidates only - Hybrid schedule