Share Email Opening Apply Now
Title

Investment Portfolio Specialist - Extended Close: December 16, 2022 

Ministry Team Cornerstone Fund, Inc  
Reports To Vice President-CFO/COO  
FLSA Status Exempt  
Salary Grade 7  
Full-Time/Part-Time Full-Time  
Category Cornerstone Fund UCC  
Starting Salary  
Description

 

GENERAL PURPOSE OF POSITION:

The Investment Portfolio Specialist will be responsible for delivering excellent service to both internal and external clients and will provide assistance to the Investment Relationship Manager. The Investment Portfolio Specialist is responsible for supporting a portfolio of business and actively soliciting and servicing prospective and current clients to grow the Fund’s investment program.

ESSENTIAL RESPONSIBILITIES:

  • Research and respond to routine to moderately complex inquiries from customers via phone, letter, e-mail or online chat.
  • Maintain client relationships, with the objective of not only retaining clients but growing relationships as well.
  • Actively solicit potential investment clients utilizing the Fund’s integrated data within Salesforce.
  • Assist the CEO in preparing for client meetings by identifying investment opportunities.
  • Prepare investment activity reports for management and the board of directors as needed.
  • Support the Investment Relationship Manager in daily activities including but not limited to the opening and renewing of investment accounts, the mailing of demand/term notes to investors, issuance of maturity and renewal notices, approve and process withdrawals and closeouts from investment accounts.
  • Assist in maintaining accurate and orderly records and files including but not limited to, scanning and uploading all investment documents to the appropriate files.
  • Assist in the generation and mailing of semi-annual investment statements as well as the generation and upload of monthly investment statements.
  • Compile and mail new investor packets, Kids Club packets and birthday cards for the Fund’s clients.
  • Support the Accountant as needed.
  • Assist the CFO as backup administrator of the Fund’s operating system(s) and create ad hoc reporting as requested.
  • Other duties as assigned.
 
Position Requirements

MINIMUM QUALIFICATIONS: The requirements listed below are representative of the knowledge, skills and abilities required to perform successfully in this position.

 

  • Bachelor’s degree from four-year college or university preferred;
  • Experience in a financial services environment and/or training; or equivalent combination of education and experience preferred;
  • Series 63 and/or Series 7 License, or the ability to obtain the license(s) within one (1) year of joining the Fund;
  • Ability to obtain Notary if needed;
  • Working knowledge of Microsoft Office;
  • Excellent communication, research and analysis skills;
  • Ability to multi-task and meet deadlines;
  • Self-starter with the ability to prioritize work;
  • Ability and willingness to work in a diverse and inclusive ministry environment, and willingness to learn and adapt to the UCC denominational culture;
  • Demonstrated ability to work as part of a team as well as independently.

 

  • COVID-19 Update: Protecting the health and safety of our employees is a top priority. Full COVID-19 vaccination is required for employment, and proof of record will be requested during the onboarding process.

 

This job description is not intended to be a complete list of all duties and responsibilities required for the position and are subject to review and change at any time in accordance with the needs of the UCC Cornerstone Fund. Since no job description can detail all duties and responsibilities that may be required from time to time in the performance of a position, duties and responsibilities that may be inherent in a position shall also be considered part of the position holder’s responsibility.

It is expected that the person who holds this position will conduct themselves in a manner consistent with the policies of the UCC Cornerstone Fund Inc. and in a manner that will reflect positively on the organization. All staff are encouraged to nurture safety within the work performed on behalf of the UCC Cornerstone Fund by being attentive to self-care, education, maintaining appropriate boundaries, and the importance of referring those in need to supportive and helpful resources.

 
Comprehensive Benefits Package Employer paid Medical, Dental, Life, LTD & Pension benefits.  
Application Deadline December 16, 2022  
About the Organization The United Church of Christ



Our faith is 2000 years old. Our thinking is not.



We believe in God's Continuing Testament.

We believe in Extravagant Welcome

We believe the church's mission is to Change Lives



 
EOE Statement The United Church of Christ National Setting celebrates diversity and an inclusive environment for all employees. We are committed to a workforce that is representative, at all job levels, of the broad spectrum of our diverse society. We endeavor to recruit employees from backgrounds that vary by race, color, national origin, ethnicity, gender, gender identity and expression, age, sexual orientation, disability, marital status, genetic information, past, present or future service in the uniformed services, religion, or any other legally protected characteristic under applicable federal, state or local law. We are proud to be a multicultural, multiracial, open and affirming, accessible to all, equal opportunity employer.  

This position is currently accepting applications.

Apply Now




 


AppOne.comTM   copyrightŠ1999-2017 HR Services, Inc.
Click here for technical assistance.