Job Description

Who we are looking for State Street Global Advisors Charitable Asset Management (CAM) provides consultative and customized planned gift investment management, tax, and administration solutions for charitable organizations. Established in 1984, Charitable Asset Management is a boutique group within State Street Global Advisors dedicated to serving nonprofit organizations and their donors. Today, our 30 planned gift professionals work with over 200 charities with nearly $3 billion in planned gift assets for more than 34,000 donor/beneficiaries. Our charitable clients include colleges universities foundations private schools hospitals and cultural, environmental, and religious organizations. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. What you will be responsible for: Work as a member of a broader team in processing and administration of the gift annuity and trust gift vehicles. This includes new gift setup and any administration changes to existing accounts. Work as a member of a broader team in supporting the periodic FTTOP annual review confirmation. Work as a member of a broader team in completing periodic reviews of AML / KYC client requirements. Work as a member of a broader team in researching root cause of returned mail and ACH rejections. Help with check monitoring and processing. This includes processing checks that come in for new gifts and checking the status of any outgoing checks. Support Senior team members on Analysis of client performance and preparation of Client presentation decks These skills will help you succeed in this role: Time management skills Organizational skills Resourcefulness Decision-making skills Planning skills Education & Preferred Qualifications Bachelors degree with concentration in Finance, Accounting, Business Management, and/or Information Systems 3 years of experience in financial services industry Additional requirements Strong Communication Skills Great Teammate! Organized and attention to details Multi-Task Capabilities PG Calc\'s Gift Wrap SunGard\'s Global Plus State Street\'s Aviva/MCH

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