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Title

Investment Services Manager, Application Close: October 30, 2024 
Ministry Team Cornerstone Fund  
Reports To Chief Relationship Officer  
FLSA Status Exempt  
Salary Grade 7  
Full-Time/Part-Time Full-Time  
Category The Cornerstone Fund  
Starting Salary  
Description

 

GENERAL PURPOSE OF POSITION:

Nurture and support Investment Client Relationships. Working with the Investment Portfolio Specialist, this role will help oversee and conduct the opening, processing, renewing and maintenance of investment accounts, the maintenance of investment account records and maintaining investor relations. The Investment Services Manager will be responsible for preparing investment reports for management to present to the Finance Committee, Executive Committee and the Board of Directors, as needed.

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Maintain investor relationships, with the objective of not only retaining clients but growing relationships, taking initiative to strengthen the client base.
  • Proactively support the Chief Relationship Officer with client information, production of monthly and annual reports, and other communications
  • Learn the model and functioning of the Cornerstone Fund, what we do and why it matters, including an understanding of the loan process and impact measures in order to better facilitate investment sales opportunities
  • Answer investor inquiries about their demand and term note accounts; and interpret statements for investors, proactively monitor term note maturities for investor notification, updating Salesforce following any contact with an investor or potential investor.
  • Support the annual audit of the UCC Cornerstone Fund.
  • Work with operating system partners to design and implement more efficient, secure, and cost effective procedures for handling and reporting of investment transactions including the utilization of AMI Member Net and auto-post features within the operating system.
  • Support as needed Investment Portfolio Specialist in conducting daily activities including but not limited to the opening and renewing of investment accounts, the mailing of demand/term notes and cash receipts to investors, approve and process withdrawals and closeouts from investment accounts as well as maintaining investor files on SharePoint.

 

 
Position Requirements

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

 

  • High school graduate or equivalent with some college preferred.
  • Outstanding customer service skills;
  • Excellent written and verbal communication skills;
  • Detail oriented with knowledge of general office procedures;
  • Excellent keyboarding/typing skills;
  • Ability to work well under pressure and meet critical deadlines;
  • Proficient in Microsoft Word, Excel and Adobe software;
  • 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.

OTHER: This position requires 3 days in the office.

COVID-19 vaccination records 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 health, dental, life insurance, and pension benefits  
Application Deadline October 30, 2024  
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 not accepting applications.

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