Associate II Fund Administration

POSITION SUMMARY

The Associate II, Fund Administration supports Ren’s donor-advised fund (DAF) operations by opening and maintaining new donor-advised funds promptly and accurately. Reporting to the Sr Manager, Fund Administration, this early-career professional applies established procedures and guidelines to prepare investment account paperwork and record data in Ren’s CRM and data management systems.

The role communicates with financial professionals and their associates to gather the information needed to open new DAFs and their accompanying investment accounts. Work is of limited scope, follows standard practices, and is reviewed periodically against defined procedures. The position receives general instruction on day-to-day work and new assignments and builds stable working relationships across the Fund Administration team and its internal partners.

ESSENTIAL RESPONSIBILITIES

• Open new donor-advised funds (DAFs) by following established standards, timelines, and procedures, escalating exceptions to the Sr, Fund Administration.

• Review submitted DAF applications for completeness and accuracy against defined guidelines, and gather any missing information from financial professionals and their associates.

• Prepare and complete investment account paperwork, and coordinate with Ren’s authorized