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Seasonal Investment Operations Associate

National Philanthropic Trust
United States, Pennsylvania, Jenkintown
165 Township Line Road (Show on map)
Jul 12, 2025
Seasonal Investment Operations, 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 Seasonal Investment Operations, Associate is responsible for working with the Operation Team. In this role they will confirm wire instruction accuracy to prevent and minimize wire transfer fraud risks within the organization. Additionally, they will collect and process the necessary data and perform required reviewing, recording and analysis of NPT's investments. 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 in August, and the intended completion date is sometime in January 2026. This position offers a pay rate of $22 per hour. Primary Functions and Essential Responsibilities Duties and Responsibilities: Review and verify wire transfer requests, ensuring accuracy of recipient information, including name, account number and bank details by confirming with the recipient. Conduct due diligence on recipients to identify potential red flags for fraudulent activity. Assist in the completion of reconciliation of assigned branch investment accounts, including: Data Entry Holdings Reconciliation Liaise with internal and external stakeholders to resolve reconciliation issues in assigned branch accounts open external investment accounts Assist with the data integrity of Stellar Review trade instructions for assigned account Assist the Investment Operations team with special assignments and projects The above list is not exhaustive. Additional duties and responsibilities may be assigned as necessary. Qualifications Education/Certification: Bachelor's degree in Finance, Accounting, Economics, Business or related field or related experience Required Knowledge, Skills, and Experience: Highly proficient in the suite of Microsoft Office applications, particularly Excel Exposure to investments and or financial services a plus Excellent interpersonal and customer service skills. Solid organizational and time-management skills Capable of multi-tasking in a daily, deadline-driven environment, while keeping others well-informed Excellent verbal, writing, 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 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