Philanthropic Analyst

Description

Principal Accountabilities:

1. Oversees the day-to-day operational and administrative functions for the Philanthropic Consulting Division.

· Helps coordinate the workflows of the Division, advocating for the efficiency and needs for both the Division and Corporate levels.

· Prints, packages, and mails products and deliverables related to research.

· Manages office supplies.

· Manages the CEC physical depository, “One of Everything,” database.

· Assists in developing Division processes and procedures to enhance operational efficiencies.

· Oversees Interns.

· Works with the team to facilitate implementation and effective utilization of various Systems including the document management system (DMS), client relationship management system (CRM), and billing system.

2. Provides direct support to the Director of Philanthropic Consulting, allowing the Director to focus on Division growth.

· Coordinates division-wide communication, meetings, events, and activities.

· Provides Division support by capturing and preparing meeting notes and action items and developing and tracking reporting for the Division.

· Coordinates metrics and Division scorecard.

· Develops and tracks reports to capture desired information for the Division, Division Operations Team, and for the broader Office.

3. Researches and analyzes data associated with projects within Philanthropic Consulting.

· “Owns” research projects as detailed by the Director of Philanthropic Consulting.

· Conducts desk research and compiles data used for analysis.

· Communicates with research subjects as needed to obtain information and represent the Division.

4. Leadership and Personal Modeling

· Demonstrates teach-ability by implementing a continuous learning cycle for self in gaining knowledge and skills related to client service, financial measures, people development, and the leadership of people.

· Understands and supports the Philanthropic Consulting philosophy and biblical basis upon which Blue Trust serves its client base.

· Actively integrates biblical principles in day-to-day behavior, exhibiting unremitting integrity and strong moral character to model the commitment to further the Division and company-wide goals, mission, and vision to Division personnel.

· Demonstrates maturity in interpersonal interactions, is open, adaptable, and capable of following.

· Responsible for offering unique, useable information or experience to the Company’s “Best Practices” archives knowledge management system allowing the organization to profit from personal and professional learning on topics relevant to the work of the company.

· Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values.

· Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry’s regulatory standards to mitigate risk to the company.

Requirements

Qualifications:

• Demonstrated ability to positively influence all levels of personnel through excellent people and problem-solving skills.
• Desire and ability to learn and grow in a dynamic, flexible, and often demanding professional environment.
• Excellent communication skills, both verbally and in writing.
• Strong attention to detail.
• Intermediate to advanced MS Excel skills.
•  Personal integrity and the ability to discreetly handle confidential data.

Education, Experience & Skills:  

• Bachelor’s degree is required, preferably in Finance, Business, or Business Management.
•  Minimum of three (3) years' prior related experience; prior financial services or experience in a company administration role at a CPA company or similar highly preferred.