Seasonal Segregated Accounts, Associate

National Philanthropic Trust
United States, Pennsylvania, Jenkintown
Jun 16, 2025
Seasonal Segregated Accounts, Associate ABOUT NATIONAL PHILANTHROPIC TRUST National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since then, we have raised more than $73.4 billion in charitable contributions and currently manage $49.2 billion in charitable assets. We have made more than 870,000 grants totaling more than $34.6 billion to charities worldwide. We rank among the largest grantmaking institutions in the United States. Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and business. At National Philanthropic Trust, we foster a welcoming environment for all.People are valued and respected for who they are-with opportunities to bring theirentrepreneurial spirit andtalents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work. AN OPPORTUNITY TO JOIN THE NPT TEAM The Segregated Accounts Seasonal Associate is responsible for working with the Segregated Accounts Team to assist with non-discretionary trades and account openings by gathering the necessary data, performing required analysis, and coordinating with team Supervisors to ensure review and controls are completed before proceeding with the transactions. Full-time seasonal position: 40 hours per week, Monday through Friday, but NPT will request some flexibility during our busy season of November-December. Position to start on July 30th, and the intended completion date is sometime in January 2026. This position offers a pay rate of $20-23 per hour and is fully remote. Duties/Responsibilities: Review non-discretionary trade instructions for assigned account for accuracy before proceeding with the trade preparation. Verify the interested parties in Stellar. Enter the trade information into the Eikon virtual machine to confirm compliance or escalate to a Supervisor if necessary. Update all non-discretionary trades in Salesforce. Assist with new account openings by reviewing the Segregated Account Investment Information Form ("SAIIF") Assist the SA team with special assignments and projects. The above list is not exhaustive. Additional duties and responsibilities may be assigned as necessary. Required Skills/Abilities: Proficient in the suite of Microsoft Office applications, particularly Excel; Salesforce is a plus. Exposure to investments and or financial services a plus Very strong organizational and time-management skills Capable of multi-tasking in a daily, deadline driven environment, while keeping others well-informed Excellent verbal, writing, interpersonal and proofreading skills Very detailed oriented Must have an inquisitive, investigative mindset, and be willing and able to "dig deeper," rather than accept information at face value. Skilled problem-solver Demonstrated ability to take initiative, anticipate needs and exercise independent, and sound judgment. Must possess unquestioned personal integrity and reliability; keep commitments, admit mistakes, accept responsibility for all team output and results, maintain confidentiality when necessary and appropriate, and act in the best interest of the organization at all times. Both a team player and capable of independent work Education and Experience: Bachelor's degree in Finance, Accounting, Economics, Business or related field or equivalent experience Physical Requirements: Prolonged periods of sitting at a desk and working on a computer.