Charitable Advisors LLC
  • 19-Oct-2017 to 18-Nov-2017
  • - RenPSG
  • Indianapolis, IN, USA
  • Full Time

RenPSG provides complete philanthropic solutions through technology-enabled business services including cloud apps, consulting, and administration. We provide technology and service so our clients can focus on their donors' giving and their own growth.

Our Client Executives are caring, service and detail-oriented, serving as a primary point of contact for our clients.  They're responsible for understanding recorded financial transactions for donor trusts, trust rules and regulations and performing research to follow up verbally and in writing with clients.

Position Duties

    • Ensure client retention, loyalty, and continued opportunities with excellent client service achieved through pro-active client contact, prompt and accurate responses, high energy and enthusiasm
    • Serve as first point of contact for problem resolution
    • Through daily follow-up to ensure that all statements, financial transactions, and data entry are processed in a timely manner
    • Run daily/weekly/monthly reports to discover and act on exception reporting
    • Maintain and update client records
    • Work with clients, legal, and compliance departments to ensure that the philanthropy tool is administered in compliance with trust documents, contracts, laws, and IRS regulations.
    • Promptly and accurately communicate to management and clients about amendments, adjustments, changes or errors
    • Follow procedures for documenting standards or errors
    • Assist in new business development by providing referrals to sales and professional services units
    • Review & propose projects/processes to enhance Company effectiveness
    • Exercise initiative in assisting with projects and helping where needed
    • Liaison for inter-department client relationships

 Position Qualifications

    • Preference will be given to candidates with work experience and education in  professional services, accounting, administration, services-focused and philanthropic industries
    • Attention to detail, strong time management skills, highly organized, ability to work well with others and a desire to learn
    • Client and service focused to achieve timeliness and accuracy
    • Flexibility and agility to shift priorities, cross-train and contribute to individual, team and company priorities
    • Strong business ethics & personal integrity
    • Excellent communication skills, both verbal and nonverbal
    • Microsoft Office Suite experience
    • Preference will be given to candidates with a Bachelor's Degree and above
    • A combination of work experience and education will be considered
    • Candidate must be able to pass a background check
    • Please note, this is not a sales position

Click the APPLY button to submit cover letter and resume.




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Charitable Advisors LLC

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