Administrative Assistant, Investments

mid

Administrative AssistantAdministration & Office Support

1 views0 saves0 applied

Apply Now

Quick Summary

Key Responsibilities

Prepare quarterly meeting materials, send meeting invitations, attend, and prepare meeting minutes. Collaborate productively with the Secretary for Business Administration, the Finance department,

Technical Tools

Administrative AssistantAdministration & Office Support

The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

We are the largest non-governmental provider of social services in America and every year, we help over 30 million Americans overcome poverty, homelessness, addiction, economic hardships, loneliness, and exploitation through a wide range of programs and services.

The Administrative Assistant, Investments provides direct support to the Director of Investor Relations, including but not limited to, the day-to-day operation and handling correspondence with fund managers, banks, the investment fund manager/consultant group, the debt management company and the members of the Territorial Investment Committee.

This is a part-time position based on a 4 day, 28-hour work week at our Eastern Territorial Headquarters in West Nyack, NY.

Responsibilities

~2 min read

→Serves as a positive and professional representative of Investor Relations and The Salvation Army.

→Support the Director of Investor Relations with the day-to-day operation.

→Handle all communications with strict confidentiality and under the guidance of the Director of Investor Relations.

→Maintain an up-to-date calendar for the department and the Director of Investor Relations. The department calendar should include submission dates for various reports.

→Maintain accurate and complete files, hard copies and electronic files.

→Reconcile, process and submit all expenses through the Smart Data system for the Director of Investor Relations.

→Territorial Investment Committee: Prepare quarterly meeting materials, send meeting invitations, attend, and prepare meeting minutes.

→Collaborate productively with the Secretary for Business Administration, the Finance department, and the Legal department.

→Upon the guidance of the Director of Investor Relations, provide reports and information to internal departments, and external partners such as financial institutions, the fund manager/consultant group and the debt management company.

→Assist with the gathering of information, preparation and submission of reports on a regular basis (monthly, quarterly, and/or annual) for the Territory's investment fund manager/consultant group, debt management company, and/or financial institutions (Bank of America, JPM Chase, US Bank and TD Bank).

→In conjunction with the Director of Investor Relations and the Territory’s investment fund manager/consultant group, complete the execution of new subscription agreements.

→Assist with the preparation of the Annual Stewardship Report to be released annually in May.

→Organize and coordinate meetings upon request by the Director of Investor Relations.

→Assists the Secretary for Business Administration with PowerPoint presentations, Minute revisions and special projects as requested.

→Other Duties as assigned.

Requirements

~1 min read

Genuine alignment with the mission of The Salvation Army.
High integrity and professionalism with the ability to manage sensitive, confidential information.
Three years of administrative assistant or office support experience required; preferably in the field of investments or finance.
Associate's degree or equivalent work experience required; bachelor’s degree preferred.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Familiarity with basic bookkeeping.
Strong oral and written communication skills.
Keen attention to detail while multi-tasking and ensuring deadlines are met.

What We Offer

All qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, disability or protected veteran status.　