Associate II Fund Administration

About the job

POSITION SUMMARY The Associate II, Fund Administration supports Ren’s donor-advised fund (DAF) operations by opening and maintaining new donor-advised funds promptly and accurately. Reporting to the Sr Manager, Fund Administration, this early-career professional applies established procedures and guidelines to prepare investment account paperwork and record data in Ren’s CRM and data management systems. The role communicates with financial professionals and their associates to gather the information needed to open new DAFs and their accompanying investment accounts. Work is of limited scope, follows standard practices, and is reviewed periodically against defined procedures. The position…