Position Title. Associate Director II, Investments. Reports to. Director, Investments. Classification. Exempt. POSITION SUMMARY. The Associate Director II, Investments is a member of the Investment Team. Under guidance from the Director, Investments, the Associate Director II will be responsible for specific responsibilities to execute AEF’s Investment Policy Statement (IPS) for an assigned portion of financial advisor and custodial relationship...
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...
P. osition Title. Senior Associate, Advisor Support. . Reports to. Associate Director II, Advisor Support. . . Cla. ss. i. f. i. cation. Exempt. . POSITION SUMMARY. The Senior Associate, Advisor Support, is a client service professional who assists financial advisors, their staff, and donors to provide a best-in-class service experience throughout the lifecycle of a donor advised fund (DAF). The individual will be required to communicate clearly ...
