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Segregated Accounts, Associate

National Philanthropic Trust
United States, Pennsylvania, Jenkintown
Feb 28, 2025
Segregated Accounts, Associate Become a Part of the NPT Team National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. National Philanthropic Trust was founded in 1996. Since that time, we have raised more than $66.2 billion in charitable contributions and currently manage over $44.5 billion in charitable assets. We have made more than 806,000 grants totaling more than $32.5 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 theirentrepreneurial spirit andtalents 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 The Segregated Accounts, Associate plays a vital role in ensuring the smooth onboarding and management of client accounts. You'll be responsible for both internal and external account openings, meticulously gathering data, performing insightful analysis, and collaborating closely with the Supervisor to uphold rigorous review and control processes. Position requires a hybrid work model with two days in-office per week. Salary range is $51,000 - $55,000 plus 7% annual discretionary bonus. Duties/Responsibilities: Liaise with external stakeholders to open external investment accounts and ensure appropriate access for daily transactional processing. Process new account openings by reviewing the Segregated Account Investment Information Form ("SAIIF") and maintain communications with parties involved in the account openings: financial advisors, their banks, fund managers and custodians. Facilitating communication and problem resolution with both internal and external stakeholders to ensure smooth new account onboarding. Support the Staff Investment Committee by reviewing and posting donor/FA recommendations for Committee Voting Daily management of the workflow to ensure internal SLA's are being met Execute ad-hoc requests based on donor needs and conduct research on donors accounts. Actively participate in projects related to current & future initiatives within the team and the broader Operations Department Assist other team members, as required, during times of increased processing volumes - typically during year end but may occur throughout the year. Collaborate with other departments to ensure adherence to company policies and procedures. Ensure the timely resolution of donor, financial advisor, and/or Financial Service Partner inquiries related to Donor-Advised Funds The above list is not exhaustive. Additional duties and responsibilities may be assigned as necessary. What You Bring: Experience in building and maintaining strong client and stakeholder relationships. Exposure to donor advised funds or financial services a plus. Very strong organizational and time-management skills Capable of multi-tasking in a daily, deadline driven environment, while keeping others well-informed Excellent verbal, writing, interpersonal and proofreading skills Must be detail oriented, have an inquisitive, investigative mindset, and be willing and able to "dig deeper," rather than accept information at face value. Demonstrated ability to take initiative, anticipate needs. Must possess unquestioned personal integrity and reliability; keep commitments, admit mistakes, accept responsibility for all team output and results, maintain confidentiality when necessary and appropriate, and act in the best interest of the organization at all times. Both a team player and capable of independent work Highly proficient in the suite of Microsoft Office applications, particularly Excel Education and Experience: Bachelor's degree in Finance, Accounting, Economics, Business or related field or equivalent experience Minimum of 2 years of relevant experience, preferably withing the financial services/investment services industry Physical Requirements: Prolonged periods of sitting at a desk and working on a computer.