Tidewater Staffing Solutions is assisting our Hudson headquartered client with the search for a Fund Administration Senior Associate.
Our client is one of the nation’s largest independent donor-advised fund (DAF) sponsors. DAF’s are the fastest-growing charitable giving option in the country.
Target base pay up to $65,000.
This is a hybrid role after the training period.
Primary Duties:
• Balance the team workload by managing the flow of DAF applications.
• Ensuring accurate and timely opening of funds and the processing of investment paperwork.
• Addressing more complex DAF applications and paperwork working with financial professionals responsible for meeting client service expectations.
• Working as a primary liaison between departments responsible for the opening and maintenance of funds.
• Overseeing the shared inbox and providing timely responses to stakeholders.
• Training new and existing team members on systems and processes.
• Recommending process improvements as needed.
• Preparing and presenting reports as requested by the Associate Director of Fund Administration.
Requirements:
• Bachelor’s degree in finance or a related field.
• Prior financial services experience REQUIRED (Fidelity, Schwab, etc.).
• Intermediate Microsoft skills (Excel, Word, PowerPoint).
• Good data-entry skills using a CRM system.
• Organized and detail-oriented with strong problem-solving skills.