Investment Services Representative

Job Description:

Summary

National Covenant Properties (“NCP”) has been serving member churches and affiliated organizations of The Evangelical Covenant Church since our founding in 1970. National Covenant Properties supports growth of local and regional ministries by connecting mission-minded investments to Kingdom-expanding projects. Our partnership serves individuals, congregations and organizations who share our commitment to Kingdom-building, today, tomorrow, and for generations to come.

The Investment Services Representative will resource members and affiliates of the Evangelical Covenant Church as they navigate investment opportunities. This Representative will be knowledgeable of IRAs, HSAs, and Certificate of Investments. This role will advance NCP’s mission by contributing and collaborating on administrative objectives and operational initiatives; and ensure a value-based investment experience for constituents. The Investment Services Representative ultimate goal is to build and solidify constituent engagement and loyalty.

Essential Functions

• Engage in a professional, hospitable, and courteous manner in NCP’s electronic, phone and in-person communication. This position is the first point of contact for NCP constituents.
• Formulate, manage and maintain paperwork in paper/electronic files’; updated and organized; as well as create additional customer files as needed. Produce and distribute , new investment letters, and general customer investment information material.
• Expedite customer request for certificate redemptions (partial and full), withdrawals from Demand Investment Account and Individual Retirement Account/Health Saving Account distributions.
• Attend to inquiries from constituency; respond and/or direct to the appropriate person according to need.
• Process accounts payable for vendors, accurately and in a timely manner.
• Maintain office’s databases and data storage systems through data entry and data filing protocols. Monitor current and accurate certificate of property Insurance files for all NCP loans.
• Utilize various office machines and computer applications to expedite daily operations, procedures, or tasks.
• Manage inquiries from external and internal constituency; respond and/or direct to the appropriate staff person for corresponding response or engagement.
• Manage office supplies inventory and expedite supply orders, as needed (including stationery and envelopes for semi-annual statement and offering circular mailings).
• Prepare and expedite individual correspondence and/or bulk mailing projects, as well as business material and products to be used in marketing and communication efforts.
• Conduct online research effectively and efficiently to advance ministry priority efforts
• Perform general support tasks, such as collating, transcribing, organizing, creating documents, information, presentation/binders' elements, meeting logistics and hosting, etc. in support of office operations
• Participate in skill development as assigned, such as Ascensus IRA training and other professional development opportunities (some skill development opportunities may require minimal travel).
• Participate in events to promote NCP resources and services, as assigned (some event opportunities may require minimal travel).
• Other duties as assigned by Vice President of Operations and President.

Experience and Skills:

Education and Experience

Required: Bachelor’s degree in business, economics, finance or accounting, equivalent combination of education and experience. Knowledge and experience in the customer service /invest mentor loan industry. 2-3 years in a support role, including experience in an office environment with heavy telephone customer service emphasis. High proficiency in computer and internet technology. Experience in or ability to learn basic accounting principles. Must currently hold or be able to pass Series 63 Securities exam (within 90 days of hire date). Preferred: Personal engagement with the Evangelical Covenant Church

Skills

• Personal and demonstrated Christian faith
• Mastery of Office 365, Microsoft and Windows application, databases development and management, and web technologies.
• Detail oriented, strong organization, prioritization and time-management skills are eminent.
• Excels in attention to detail with high level of accuracy in preparation of financial transactions, written documents, reports and correspondence.
• Be a team player and ensure caring and quality customer service.
• Effectively communicates in written and verbal forms in person and via communication mediums.
• Works well under pressure and is able to accomplish multiple tasks, with conflicting priorities and timelines. Ability to track and report progress on a wide range of tasks, simultaneously.
• Ability to respond to and deal with a range of ad hoc queries/requests.
• Capable of managing stress by accepting criticism, engaging in conflict resolution, dealing calmly and effectively with high stress situations.
• Ability to operate with discretion and confidentiality at all times, especially related to customer information
• Maintains flexibility in approach and adjusts actions when appropriate.
• Excellent management and people skills to embrace diversity of schedules, backgrounds, formats, contexts, etc.
• Uses critical thinking skills, applying logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to address challenges.
• Self-starter, with ability to work independently.

Environment Conditions

Able to work well in professional office or virtual setting, occasionally works evenings and weekends. Must be versatile and able to work for prolonged segments sitting or standing. Must engage frequently with office tools and equipment, such as: computer, copier, phone, web-conferencing equipment, cell communication, printers, calculators, scanners, etc. Must be able to occasionally lift or move items, less than 35 lbs.