Empowering Financial Futures
For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.
Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.
This position will operate in a hybrid work environment (Philadelphia, PA).
Endowments & Foundations: Empowering our clients to achieve their mission and make a lasting impact
Every endowment and foundation has a distinct set of values and a defining mission. As a long-standing partner, we share in those values, fully align with your vision and work as one to bring you innovative investment and advisory solutions. With the same goals in mind, we will work together to help position your assets for growth and support your organization to deliver on its commitments.
OVERVIEW:
The primary function of the Endowment & Foundation (E&F) Advisory Associate is to support the designated E&F Relationship Managers and other Management Associates in day-to-day nonprofit client contact, including but not limited to relationship management, account administration, compliance requirements, and other functions as required, in order to maintain excellent relationships with clients, external professional advisors and internal team members.
RESPONSIBILITIES:
Account Support and Administration: Support relationship managers in the administration of trust and investment management accounts for foundations, endowments, and other tax-exempt entities. Duties may include daily transaction processing, securities transfers, cash and check requests, gifts, grants and expense processing and administration, deposits, routine to moderately complex client information requests and updating client information. Assist with account opening, asset transfer, account maintenance, account terminations, and special asset management. Support clients with annual audit requests. Interact with other departments as needed. Be a power-user of client support technology systems, including the client relationship management system and the system of record for client transactions. Manage incoming and outgoing communications, including preparing correspondence and managing document retention.
Client Service and Manager Support. Act as an initial point of contact for client inquiries and team communications. Independently handle certain complex client (internal and/or external clients) inquiries. Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed. Serve as direct back-up to other team/office support professionals to provide team-based coverage. Coordinate client meetings and events, including scheduling, dining arrangements, travel, security, and other related activities. Assist in the reception of client guests, and answer office phones and emails as needed. Prepare client and prospect meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams, and coordinate with investment, tax, finance, or other departments to ensure deadlines are met. Assist in the completion of expense reports, cash flow reports and other related requirements for managers and team members.
Firm-building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Develop customized new business presentations for prospective clients, assimilating guidance from Relationship Managers and other team members. Other duties as required by the position.
REQUIRED QUALIFICATIONS:
- Bachelor's degree or equivalent experience required.
- 2-4 years of experience in a financial services or nonprofit environment required, with strong interest in nonprofit financial administration.
PREFERRED QUALIFICATIONS:
- Advanced knowledge of Microsoft Office (Excel in particular, as well as Word and PowerPoint) and ability to adapt to CRM-oriented applications (e.g. Salesforce) and other internal platforms (Global Plus, Smart Simple).
- Superior team orientation. Self-starter with a great deal of initiative. Ability to work independently and prioritize workload to accommodate numerous last-minute client-driven requests.
- Excellent written and verbal communication skills, with both internal teams and clients. Full understanding of client privacy and confidentiality.
- Proven competence in the following: ability to work well under pressure; detail-oriented, particularly with financial calculations and written materials; organizational and problem-solving skills; ability to multi-task, prioritize work and meet deadlines.
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.
Our Benefits Overview:
- Competitive health and welfare benefits, including company HSA contributions
- Numerous voluntary benefit choices available
- Superior 401k match
- Tuition reimbursement
- Company subsidized commuter benefits
- Generous paid time off, including parental leave
- Plus more!
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. https://www.glenmede.com/equal-opportunity-employer/
** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
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