Charitable Endowment Specialist
6 - 10 years
St. Petersburg, FL
Contract
Hybrid
1 month ago
About the role
SGS Technologie is looking forCharitable Endowment Specialist to work with direct client at St. Petersburg, FL.
Charitable Endowment Specialist
Contract - W2
Hybrid - St. Petersburg, FL
Job Summary:
Under general supervision, this role provides administrative support to the Charitable Endowment Fund department within a designated functional area. The ideal candidate will apply foundational knowledge and skills acquired through education, experience, and/or on-the-job training to perform routine, standardized tasks. Clear instructions and procedures are provided, and while the role involves resolving common questions and issues, more complex matters are escalated to higher-level staff.
Duties/Ability to:
Additional Information
Knowledge of:
Data Entry Requirement:
Candidates must demonstrate strong data entry skills. Before submitting a candidate, please ensure they complete a data entry assessment (not a general typing test). The test should evaluate both speed and accuracy.
An ideal score is at least 5,500 keystrokes per hour with a minimum of 85% accuracy. Please attach the candidate’s test results to their resume submission.
If interested, kindly apply with latest resume.
Regards,
Fathima Nuzha
Senior Technical Recruiter - SGS Technologie
Ph: (904) 644 3721
[email protected]
Charitable Endowment Specialist
Contract - W2
Hybrid - St. Petersburg, FL
Job Summary:
Under general supervision, this role provides administrative support to the Charitable Endowment Fund department within a designated functional area. The ideal candidate will apply foundational knowledge and skills acquired through education, experience, and/or on-the-job training to perform routine, standardized tasks. Clear instructions and procedures are provided, and while the role involves resolving common questions and issues, more complex matters are escalated to higher-level staff.
Duties/Ability to:
- Assist in the preparation and review of departmental reports to ensure accuracy and completeness.
- Manage email correspondence with professionalism, demonstrating strong written communication and customer service skills.
- Maintain a high level of attention to detail while consistently meeting assigned deadlines and performance goals.
- Support various projects and initiatives as assigned by the manager, contributing to team objectives.
- Handle inbound and outbound phone communications as part of daily responsibilities.
- Process a variety of transactions, including new account setups, contributions, approvals, vetting charities and ongoing account maintenance.
Additional Information
- Work schedule is 8am-5pm, Monday through Friday
- Local candidates only - Hybrid schedule
Knowledge of:
- Understanding of standard administrative support practices, procedures, and office operations.
- Familiarity with fundamental investment principles and practices commonly used in the securities industry.
- Basic knowledge of banking, finance, and operational processes within the securities sector.
- Awareness of financial market terminology, investment products, and/or charitable giving concepts.
Data Entry Requirement:
Candidates must demonstrate strong data entry skills. Before submitting a candidate, please ensure they complete a data entry assessment (not a general typing test). The test should evaluate both speed and accuracy.
An ideal score is at least 5,500 keystrokes per hour with a minimum of 85% accuracy. Please attach the candidate’s test results to their resume submission.
- High School diploma with a minimum of one (1) year of general administrative support experience required
- ~or~
- Any equivalent combination of experience, education and/or training
If interested, kindly apply with latest resume.
Regards,
Fathima Nuzha
Senior Technical Recruiter - SGS Technologie
Ph: (904) 644 3721
[email protected]