Relationship Management - Charitable Asset Management
Location:
Boston , Massachusetts
Posted:
December 11, 2017
Reference:
171926
This position would provide you with a rare opportunity to learn and gain expertise in a specialized investment and administrative unit within State Street Global Advisors. The group is a leading provider of asset management administration and tax services for charitable planned giving programs. These programs provide individuals with a way to donate to a charity receive income from that donation while they are alive and then ultimately leave something for the charity upon their death or the death of their assigned successor beneficiary(s). This specialized group at SSGA provides all of the resources needed for a non profit to build a successful planned gift program.
Requirements:
College degree and/or advanced training. Strong scholastic/work record. Excellent communication skills strong social and team skills. Strong computer accounting and service skills. Works with Charitable Asset Management team to become familiar with the business and its operations of investment management and administration of endowment planned gift programs for non-profit organizations across the US.
Responsibilities:
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  • \t\tWork with senior relationship managers to assure high quality service delivery via daily communication with clients
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  • \t\tAble to resolve client issues independently
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  • \t\tResponsible for timely accurate gift processing record keeping and special projects for client relationships
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  • \t\tMaintain pending logs and gift logs and well organized account files detailing fees agreements and special reporting
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  • \t\tPrepare and deliver monthly and quarterly client reporting
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  • \t\tBecome proficient in gift vehicles and trust instruments gaining a command of key provisions required qualifying language and fiduciary and administrative duties
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  • \t\tBuild enthusiastic positive relationships with colleagues and clients
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  • \t\tGain a keen understanding of the client's mission core business structure as well as their challenges
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  • \t\tAdheres to all Charitable Asset Management procedures and policies

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