The Stock Gift Analyst will work as part of the Stock Team to perform a variety of administrative tasks in relation accepting outright and planned gifts of securities.
The Stock Gift Analyst will serve as a liaison between the Worldwide Office and Field Offices to ensure accurate processing of stock gift transfers. S/he will work closely with staff in the Worldwide Office and Field Offices to support transfers of gifts of securities, solve stock-related transfer issues, provide correct stock instructions, ensure proper recording of gift designation and support for all stock transactions. Maintain necessary proficiency in both the internal database to perform tasks described above. Provides input to gift administration stock team financials including generating reports, p and completing adjustment requests as needed. Provide assistance on non-trusteed trust tracking and files. The position will have significant communication with donors and/or their advisors on gifts of stocks and provide instructions to brokers on the disposition of stock gifts as needed. The position will also produce tax acknowledgements for gifts of stock as appropriate and may support other Gift Administration tasks such as Donor Advised Fund reporting and support, Estate Administration support and other tasks as needed. The Stock Gift Analyst must be well versed in all systems, programs and resources utilized by the Gift Administration Team as a whole to execute assigned tasks efficiently and timely. S/he will implement processes and practices to improve effectiveness and be able to nimbly reprioritize current workload to take on new tasks when necessary and do so with little input to ensure seamless team performance.
RESPONSIBILITIES AND SCOPE
- Act independently within broad program goals to prioritize tasks in the absence of specific instructions and exercise independent judgment to identify and solve problems.
- Does not supervise any staff but may manage work of peers on departmental project teams.
- Ensure compliance with TNC policies and procedures, and external (donor/legal/IRS) requirements.
- Financial responsibility includes working within a budget, processing transfers and stock transfers.
- Manage an account or client relationship.
- Manage projects with several variables, set realistic deadlines, manage a timeline, and ensure accountability.
- May provide oversight for a key function of the team.
- Provide centralized support to chapters or programs
- Provide input through project teams for the development and implementation of new initiatives or the improvement of existing programs.
- Travel and work overtime as needed.
- Work environment involves only infrequent exposure to disagreeable elements and minor physical exertion and/or strain.
- Work is diversified and may not always fall under established practices and guidelines.
- Work within scope of program’s strategic goals.
MINIMUM QUALIFICATIONS
- Experience, coursework, or other training in principles and practices of accounting.
- Experience generating reports, and analyzing and interpreting data.
- Experience working across departments.
- Experience with database management.
- Experience working and communicating with a wide range of people.
DESIRED QUALIFICATIONS
- Degree in finance or accounting preferred.
- Ability to implement complex processes.
- Understanding of basic accounting practices and controls.
- Successful experience implementing strategic program goals.
- Strong organization skills, accuracy, attention to detail and ability to manage multiple tasks.
- Experience interpreting guidelines to achieve desired results.
- Knowledge of current trends in the field of gift planning.
- Ability to use existing technology to achieve desired results.
- Demonstrated experience using diplomacy and tact to build strong relationships and motivate staff.
- Experience coordinating projects.