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Related keywords
- Foundation Office Assistant
- Administrative Assistant Foundation
- Endowment Fund Accountant
- Communications And Foundation Coordinator
- Foundation Operations Specialist
- Finance And Foundation Coordinator
- Endowment And Foundation Specialist
- Foundation Director
- Hays Education Foundation Specialist
- Foundation Assistant
Some similar recruitments
Executive Director Of Operations - Unc Health Foundation
Recruited by UNC Health 9 months ago
Address Chapel Hill, NC, United States
Endowment And Foundation Specialist
Company | CAPTRUST |
Address | Raleigh, NC, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-09-08 |
Posted at | 11 months ago |
WHO are we looking for?
- Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records
- Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day-to-day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and client deliverables
- Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients
- Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients
- Deliver exceptional service as part of a team and become a trusted partner to a team of dedicated Financial Advisors in managing their book of business and building client relationships
- Assist with new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with Financial Advisors, communicate recommendations and the timeline to all stakeholders
- Understanding of institutional investing landscape from an operational and investment perspective
- A minimum of 5+ years’ experience working in client services for an organization that provides consulting services to non-profit and/or ultra-high net worth investors
- Proficiency in navigating CRM systems and MS Office Suite
- Working knowledge of various fund sponsor types (endowment and foundation, defined benefit, defined contribution, high net worth/family office)
- Experience using Morningstar Direct and/or related databases
- Basic, fundamental knowledge of capital markets and related statistical measures
- Experienced user of Excel, including formula/data functionality and PowerPoint
- Experience working with financial advisors
- 401(k) program with a 5% employer match + financial planning for colleagues
- Brick Bonus success sharing program
- Comprehensive health coverage + Virgin Pulse wellness platform
- Employee ownership opportunities
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy to understand verbal and written communications conveying complex information
- Integrity through maintaining objectivity
- An other-centered mindset
- Ability to build successful, collaborative, and trusting relationships
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