1 Institutional Services Specialist Job in Jenkintown, PA
SORT BY
N
Institutional Services Specialist
$59k-77k (estimate)
Full Time
3 Weeks Ago
National Philanthropic Trust is Hiring an Institutional Services Specialist Near Jenkintown, PA
Become a Part of the NPT TeamNational Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since that time, we have raised more than $57.3 billion in charitable contributions and currently manage $35.1 billion in charitable assets. We have made more than 720,000 grants totaling more than $28.5 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.
Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and business.
At National Philanthropic Trust, we foster a welcoming environment for all. People are valued and respected for who they are—with opportunities to bring their entrepreneurial spirit and talents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.
What You’ll Do:This position supports NPT’s Institutional Services relationship managers and their daily support of NPT’s institutional client relationships. In addition, the specialist will also serve as a liaison between the institutional services department and other NPT internal teams such as operations, development, marketing, grants, technology, finance, legal/compliance, etc.
Salary range: $70,000 - $75,000
Duties/Responsibilities:
Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and business.
At National Philanthropic Trust, we foster a welcoming environment for all. People are valued and respected for who they are—with opportunities to bring their entrepreneurial spirit and talents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.
What You’ll Do:This position supports NPT’s Institutional Services relationship managers and their daily support of NPT’s institutional client relationships. In addition, the specialist will also serve as a liaison between the institutional services department and other NPT internal teams such as operations, development, marketing, grants, technology, finance, legal/compliance, etc.
Salary range: $70,000 - $75,000
Duties/Responsibilities:
- Partner with NPT Institutional Services Relationship Managers to provide ongoing support to Financial Service Partners (FSPs) and Preferred Partner organizations. Responsibilities to include, but not limited to:
- Serve as liaison between respective internal teams and FSPs on operational, marketing, development and technological initiatives.
- Coordinate scheduling meetings and calls, assist with meeting notes and dissemination of actionable items
- Coordinate and assist with management and implementation of all associated tasks in connection with each FSP’s annual activity calendars and strategic account plans
- Manage project timelines and implementation for FSP projects (i.e., investment changes, form changes, program enhancements, operational and workflow improvements)
- Distribute marketing materials and thought leadership to FSPs
- Manage client relationship management within Salesforce and documentation management within SharePoint
- Support Relationship Managers with escalation/issues resolution, as needed
- Provide and lead secondary relationship management support for NPT’s family office relationships
- Serve as a subject matter expert on FSPs in internal working groups and projects, as needed.
- Provide internal support, as needed, for Giving Season reservist duties across NPT
- 5-10 years of experience working in a customer service or account manager role (financial services customer service role, nonprofit or charitable organization preferred, but not required)
- Strong written and verbal communication skills
- Highly organized, detail oriented and solid project management skills
- Demonstrate initiative and the ability to work well under pressure and adapt to high work volume
- Strong problem solving and analytical skills
- Demonstrated experience with the discreet handling of confidential information.
- Ability to work independently and cooperatively in a team setting
- Experience understanding operational processes, regulations and rules that govern client accounts is a plus.
- Resourceful team-player with a collaborative and professional demeanor, with the ability to successfully engage colleagues across the organization as well as outside constituents.
- In-depth knowledge and proficiency in MS Office, including Outlook, Excel, Word, PowerPoint, Adobe Acrobat and ability to learn other programs as required
- Bachelor's Degree (BS or BA) or equivalent experience
- Prolonged periods of sitting and/or standing at a desk and working on a computer.
Job Summary
JOB TYPE
Full Time
SALARY
$59k-77k (estimate)
POST DATE
05/23/2024
EXPIRATION DATE
06/20/2024
WEBSITE
nptrust.org
HEADQUARTERS
JENKINTOWN, PA
SIZE
100 - 200
FOUNDED
1996
TYPE
Private
CEO
EILEEN HEISMAN
REVENUE
$1B - $3B
Related Companies
About National Philanthropic Trust
Pitcairn is a Pennsylvania-based consultancy company that provides real estate management, tax planning and financial advisory services for individuals and families.
Show more
Similar Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
