Securities Contributions Specialist

Position Overview

The purpose of this position is to process all securities-related contributions and provide excellent customer service, including solving problems for our givers by performing the following duties personally. As a result of the Securities Contributions Specialist I work, we are able to fulfill our charitable purpose as a grant making organization by mobilizing resources and serve NCF givers in a timely manner and with excellent customer service.

Position is based out of NCF’s office in Alpharetta, GA. After training, position may be hybrid with 2-3 days/week in the office.

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• Processes security contributions – includes monitoring brokerage accounts for incoming securities, ensuring that securities are sold within the next business day, identifying and posting contributions to the correct donor fund, and receipting donors.
• Responds to and researches inquiries from donors, financial advisors, brokers, and staff related to securities contributions and solves any problems or exceptional items in a timely manner.
• Prepares any paperwork necessary for mutual fund transfers, restricted securities, and securities gifted in certificate form.
• Communicates with brokerage firms and transfer agents to obtain status of security transfers.
• Other Duties and Responsibilities
  • Supports and promotes NCF’s mission, vision, values and goals
  • Assists in testing system functionality during upgrades and implementations
  • May be directed by the Contributions Manager to carry out special projects
  • Seeks opportunities to improve processes and systems to make contributions processing more efficient.
  • Participate in team meetings to report departmental information and to work with other team members to solve problems.
  • Knowledgeable of the Cash Contribution Specialist duties so can act as back-up as needed.
  • Work closely with Accounting department to reconcile any discrepancies.
  • Meets or exceeds Service Level Agreements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and have reliable attendance. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Profession that Jesus Christ is Lord and Savior and a growing, committed relationship with Jesus Christ.
• Dedication to biblical Christianity and a lifestyle that is consistent with the teachings of Jesus and the Bible.
• Agreement, support, and alignment of NCF’s Statement of Faith, mission, vision, and values.
• Demonstrates the values of faithfulness, love, and service.

• A Bachelor’s degree in Accounting, Finance, Business Management or other related field is required or equivalent experience in lieu of a degree.

• Minimum of two to three years’ of securities related experience is required.
• Minimum of two to three years’ experience in a customer service oriented environment.
• Previous experience in monitoring brokerage accounts for incoming securities and selling securities is preferred.

• Some working knowledge of charitable, non‑profit, foundation, and/or donor related subject matters.
• Proven aptitude for “real time” problem diagnosis and solving.
• Able to perform duties independently.
• Excellent written and verbal communication skills.
• High degree of initiative and independent judgment.
• Excellent organizational and time management skills.
• Maintains sensitive and confidential information as well as business, donor and affiliate confidential matters.
• Strong attention to detail, perform duties with high level of accuracy.
• Being ethical, tactful, and courteous in dealing with all employees and vendors.
• Ability to communicate effectively with vendors and fellow employees at all levels.
• Builds maturing relationships within team and the organization.
• Advocates Ideas and displays Organizational Influence.
• Inspires Trust.
• Listens with Respect;
  Listens for Understanding.
• Collaborates with Others;
  Promotes Collaboration Amongst Others;
  Fosters a Collaborative Environment.
• Avoids Contributing to Conflict;
  M…