Job description

We believe in the mission of our work. We believe that together, we are able to accomplish something life-changing, both for ourselves and for those around us. The Associated strives to find the most talented and dedicated individuals. We are committed to helping our professionals reach their highest potential. Ready for a change? Discover where vision, creativity, and talent come together.

Investment-Administrative Assistant

The Opportunity
The Associated: Jewish Federation of Baltimore is seeking a full time Investment-Administrative Assistant to join the Finance Department. This position provides clerical and administrative support for the Associated’s extensive investment program. The primary responsibility will be aiding in electronic records collecting and maintenance. In addition, the administrative assistant will be tasked with managing the robust quarterly investment meeting schedule involving multiple investment committees and sub-committees. And general office and logistical support. A team player with a customer service orientation, who is technologically savvy and comfortable with financial data, will be a great asset to the team.

NOTE: All active full-time, part-time, and temporary staff are required to provide proof of full vaccination (COVID-19) as a condition of employment within The Associated system as of November 15, 2021.

In this role you will be responsible for:

• Electronic Records Collection and Maintenance – collect and compile monthly and quarterly statements from 50+ investment accounts for the investment program. Work with vendors in finalizing monthly valuation of the investment funds.
• Schedule investment committee meetings both quarterly and ad hoc, which includes scheduling manager presentations, Zoom meetings and compiling materials for the meetings.
• Client services, help institutional clients access client records and information, including audit responses and proactively scheduling meetings for client update presentations.
• Provide general support to the investment team.

Qualifications

• Minimum of 1 to 2 years’ experience in a similar role.
• Bachelor's degree required.
• Strong customer service skills.
• Exceptional attention to detail, critical.
• Strong proficiency working in Outlook, Word, and Excel required.
• Ability to learn new systems and adapt to new technologies.
• Must be able to work independently and be a team player

Compensation & Benefits
Salary Range: $48,750-$53,000; salary commensurate with experience.

The Associated offers a work environment that supports professional development and collaboration. We offer a comprehensive benefits package, including health insurance, 401(k) employer match, life insurance, Long Term Disability (LTD), Flexible Spending Plan, and a complimentary membership to the Jewish Community Center. We make work/life balance a priority offering generous vacation/sick time and paid parental leave.

Application Process
Electronic submissions are preferred.

This job ad is not intended to be all-inclusive, but to describe the general nature and level of work to be performed.

The Associated is proud to be an equal opportunity employer. In keeping with our Jewish values, The Associated supports a thriving Baltimore that celebrates diversity and appreciates the unique combination of gender, race, age, religion and ethnicity, sexual orientation, intellectual and physical disabilities, and special qualities that each resident adds to the fabric of life in Baltimore. We welcome everyone interested in our mission to join us. If you require accommodations, please contact us, and we will make every effort to meet your needs.

The Associated: Jewish Community Federation of Baltimore and its Agencies are equal opportunity employers, dedicated to a policy of non-discrimination in employment on the basis of race, religion, color, sex, sexual orientation, gender identity or expression, national origin, age, marital status, citizenship, veteran's status, physical or mental disability that does not prohibit the performance of essential job functions (with or without reasonable accommodation) or any other basis protected by federal, or applicable, state or local law.

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