Charitable Endowment Specialist

TEKsystems•Saint Petersburg, FL

4d•$23 - $23•Hybrid

About The Position

Under general supervision, this role provides administrative support to the Raymond James 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.

Requirements

Minimum 1 year general admin support
HS diploma
Strong data entry skills – on assessment least 5,500 keystrokes per hour with a minimum of 85% accuracy.
Financial experience—fundamental knowledge of investment principles and practices used in the securities industry/awareness of financial terminology, investment products and/or charitable giving concepts

Responsibilities

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.