About Atrium
What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team.
Client Overview
We are working with a well-established financial services company with over 60 years of rich history and recognition for their excellence in the Financial Services industry. This company offers an excellent launchpad for careers throughout the financial services industry, from Administrative to customer service, marketing, and human resources. They enjoy helping young professionals of all backgrounds grow within the roles they love. By starting your career journey with them, you will instantly gain access to a support structure and community of dedicated and passionate associates who can help you accelerate your career. Currently, they are looking to add a
Charitable Endowment Specialist to their team.
Salary/Hourly Rate
$23/hr
Position Overview
We are seeking a Charitable Endowment Specialist to provide administrative support to the Charitable Endowment Fund department. The Charitable Endowment Specialist is both a clerical and customer service role, and it is responsible for the performance of intake calls and client assessments through collaborative efforts with internal team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities.
Responsibilities Of The Charitable Endowment Specialist
- Service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually, and through mailings.
- Assist in preparing or reviewing reports.
- Handle email correspondence while utilizing strong written communication and customer service skills.
- Maintain a high attention to detail while meeting assigned goals.
- Assist with various projects as assigned by the manager.
- Assist in collecting information to approve charities.
- Research charities’ status with the IRS using resources provided.
Qualifications For The Charitable Endowment Specialist
- At least 5 years of administrative or customer service experience within a professional work environment.
- Must have strong data entry skills.
- Experience with phones/call centers.
- Experience within the banking / financial industry is a BIG plus. High attention to detail.
- Customer service oriented.
- Team player.
Education Requirements
- Associate’s degree is required.
Benefits
- Medical, dental, and vision.
- 401K.
As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO
Position ID: 149663