Investor Relations Associate

Overview

The United Methodist Frontier Foundation delivers

socially principled investment management, fosters generosity, promotes

education, and provides financial tools to support churches in achieving

financial stability throughout New York and Connecticut.   This position provides investor and administrative support to the Executive Director and the Finance Manager. The position will provide backup support for our investment management system, management of

client files, general administrative tasks as well as developing marketing resources and communicating with church members and pastors. The associate will have direct client contact, so confident and polished verbal communications skills are necessary as well as a friendly and welcoming manner.

The applicant will work with our local church clients (investors) to address their

concerns.  They will assist in the preparation of monthly investor reports and be required to analyze and understand financial data, including bank reconciliations and fund

performances.

This position supports multiple supervisors and is involved with a variety of

administrative duties. They are responsible for recording and disseminating

information, scheduling meetings (including virtual) events, facilitating

communication with clients and performing other duties as requested.   The applicant will be expected to acquire knowledge of maintaining the organization’s website, data management and

financial systems.