Financial and Investment Planning Associate
Department: Trust
Posting: HR 23-6-01
Position Summary
This client-facing position has the primary responsibility of supporting the Client Engagement Team’s consistent and on-going contacts with prospective & existing clients of New Covenant Trust Company, N.A. (NCTC) which are primarily Presbyterian constituencies and specified opportunities with the general public. This position will become familiar with all aspects of NCTC’s key functions.
Essential Job Accountabilities
- Assist in the development and execution of tasks to 1) primarily support the client retention, growth, and communication efforts of the Client Engagement Team by assisting with the following: a) preparing and reviewing new business proposals and existing Client review materials for external Client communications such as face to face visits, phone calls, conference calls, video conference calls, and electronic correspondence, b) providing follow up support after Client interactions – such as internal communications with NCTC/FDN colleagues, conducting research within files, systems, and with colleagues, and coordinating follow up responses to Clients and prospects, and c) support any new business development opportunities from prospective Clients as well as those arising from on-going efforts to support existing NCTC clients.
- In cooperation with Foundation leadership and Ministry Relationship Officers, support opportunities for additional Foundation and NCTC solutions and services.
- Participate in the process of preparing and providing regular reports updating NCTC Leadership on the status of client relationships, communications, and client contact efforts.
- Work closely with Client Engagement, Trust Services, Investments, Compliance, Ministry Relations Officers, and Operations personnel to ensure that accounts are managed under the terms and conditions specified by clients and in compliance with policy and regulations.
- Keep abreast of current developments and trends in the capital markets, trust, charitable giving, and investment product marketplace.
- Attend training and professional programs necessary to maintain abilities and any previously earned accreditations.
For more information, click here to download the full job description.
NCTC Trust Associate
Department: Trust
Posting: HR 23-5-02
Position Summary
This position has the primary responsibility of providing quality service and support to internal staff and existing clients of New Covenant Trust Company, N.A. which are primarily Presbyterian constituencies.
Essential Job Accountabilities
- Assist in all stages of the accounting and administration of a client relationship in coordination with the Client Engagement Team and Trust Officers through client contact (phone and email), new account creation, deposit and payment processing, tax information, client file maintenance, and account closing processes.
- Work closely with Investment Team, Client Engagement Team, Compliance and Operations personnel to ensure that accounts are administered under the terms and conditions specified by clients and in compliance with policy and regulations.
- Responsible for Board communications, planning, materials, and minutes.
- Attend training and professional programs necessary to maintain abilities and any previously earned accreditations.
For more information, click here to download the full job description.
