Position Title. Associate II, Fund Administration. . Reports to. Associate Director II, Fund Administration. . Classification. Non-Exempt. . POSITION SUMMARY. The Associate II, Fund Administration, is responsible for promptly and precisely opening and maintaining all new donor-advised funds (DAF). The position reports to the Associate Director II, Fund Administration and complies with established procedures to accurately prepare all investment ac...
Position Title. Associate II, Financial Operations. Reports to. Associate Director, Reconciliation. Classification. Non-Exempt. POSITION SUMMARY. The Associate II, Financial Operations ensures accurate processing and reconciliation of donor-advised fund (DAF) transactions and investment accounts. This role is responsible for auditing financial data, preparing reports, processing daily gifts and acknowledgments, and maintaining data integrity. The...
Position Title. Senior Associate, Sales Support. Reports to. Senior Director, Sales Operations. Classification. Exempt. POSITION SUMMARY. The Senior Associate, Sales Support is a member of the Office of Business Development, supporting the entirety of the sales process. This role is specifically responsible for facilitating the accurate and timely completion of the donor-advised fund and investment account opening process, from initial applicatio...
