Charitable Endowment Specialist

Job Summary:

Under general supervision, this role provides administrative support to the Raymond James Charitable Endowment Fund department within a designated functional area. The ideal candidate will apply foundational knowledge and skills acquired through education, experience, and/or on-the-job training to perform routine, standardized tasks. Clear instructions and procedures are provided, and while the role involves resolving common questions and issues, more complex matters are escalated to higher-level staff. Essential Duties and Responsibilities Assist in the preparation and review of departmental reports to ensure accuracy and completeness. Manage email correspondence with professionalism, demonstrating strong written communication and customer service skills. Maintain a high level of attention to detail while consistently meeting assigned deadlines and performance goals. Support various projects and initiatives as assigned by the manager, contributing to team objectives. Handle inbound and outbound phone communications as part of daily responsibilities. Process a variety of transactions, including new account setups, contributions, approvals, vetting charities and ongoing account maintenance.

Knowledge, Skills, and Abilities:

Understanding of standard administrative support practices, procedures, and office operations. Familiarity with fundamental investment principles and practices commonly used in the securities industry. Basic knowledge of banking, finance, and operational processes within the securities sector. Awareness of financial market terminology, investment products, and/or charitable giving concepts. High School diploma with a minimum of one (1) year of general administrative support experience required Any equivalent combination of experience, education and/or training Be able to complete a data entry assessment This is the pay range that Magnit reasonably expects to pay for this position: $17.25/hour - $23.00/hour

Benefits:

Medical, Dental, Vision, 401K