Securities Contributions Specialist I

Headquartered in Alpharetta, Georgia, National Christian Foundation (NCF) is a 501(c)(3) charitable grantmaking ministry that provides creative giving solutions and inspires biblical generosity among Christian families, advisors, and charities. NCF has received more than $33 billion in contributions and made more than $25 billion in giver-recommended grants to 90,000 charities. NCF is an industry leader in accepting gifts of appreciated assets such as stocks, real estate, and business interests, which enable givers to save taxes and maximize charitable gifts. We combine a faith-based approach and like-minded local presence with the support and expertise of a trusted national organization. Learn more at www.ncfgiving.com.

Position Overview

The purpose of this position is to process all securities-related contributions and provide excellent customer service, including solving problems for our givers by performing the following duties personally. As a result of the Securities Contributions Specialist I work, we are able to fulfill our charitable purpose as a grant making organization by mobilizing resources and serve NCF givers in a timely manner and with excellent customer service.

Position is based out of NCF’s office in Alpharetta, GA. After training, position may be hybrid with 2-3 days/week in the office.

Management/Supervision: None

Duties and Responsibilities

1. Processes security contributions – includes monitoring brokerage accounts for incoming securities, ensuring that securities are sold within the next business day, identifying and posting contributions to the correct donor fund, and receipting donors.

1. Responds to and researches inquiries from donors, financial advisors, brokers, and staff related to securities contributions and solves any problems or exceptional items in a timely manner.

1. Prepares any paperwork necessary for mutual fund transfers, restricted securities, and securities gifted in certificate form.

1. Communicates with brokerage firms and transfer agents to obtain status of security transfers.

1. Other Duties and Responsibilities

• Supports and promote NCF’s mission, vision, values and goals
• Assists in testing system functionality during upgrades and implementations
• May be directed by the Contributions Manager to carry out special projects
• Seeks opportunities to improve processes and systems to make contributions processing more efficient.
• Participate in team meetings to report departmental information and to work with other team members to solve problems.
• Knowledgeable of the Cash Contribution Specialist duties so can act as back-up as needed.
• Work closely with Accounting department to reconcile any discrepancies.
• Meets or exceeds Service Level Agreements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and have reliable attendance. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Christ Centered

• Profession that Jesus Christ is Lord and Savior and a growing, committed relationship with Jesus Christ.
• Dedication to biblical Christianity and a lifestyle that is consistent with the teachings of Jesus and the Bible.
• Agreement, support, and alignment of NCF’s Statement of Faith, mission, vision, and values.
• Demonstrates the values of faithfulness, love, and service.

Education

• A Bachelor’s degree in Accounting, Finance, Business Management or other related field is required or equivalent experience in lieu of a degree

Experience

• A minimum of two to three years’ of securities related experience is required
• A minimum of two to three years’ experience in a customer service oriented environment
• Previous experience in monitoring brokerage accounts for incoming securities and selling securities is preferred

Knowledge Base

• Some working knowledge of charitable, non-profit, foundation, and/or donor related subject matters
• Computer skills: Microsoft Office applications
• Some working knowledge of charitable, non-profit, foundation, and/or donor related subject matters
• Computer skills: Microsoft Office applications
• Proven aptitude for “real time” problem diagnosis and solving
• Able to perform duties independently

Competencies

• Excellent written and verbal communication skills
• High degree of initiative and independent judgment
• Proven aptitude for “real time” problem diagnosis and solving
• Able to perform duties independently with minimal supervision
• Excellent organizational and time management skills
• Maintains sensitive and confidential information as well as business, donor and affiliate confidential matters
• Strong attention to detail, perform duties with high level of accuracy
• Being ethical, tactful, and courteous in dealing with all employees and vendors
• Ability to communicate effectively with vendors and fellow employees at all levels
• Positive attitude
• Builds maturing relationships within team and the organization
• Meet Customer Requirements; Anticipate Customer Needs
• Advocates Ideas and displays Organizational Influence
• Inspires Trust
• Listens with Respect; Listens for Understanding
• Financial Acumen – Uses Financial Data
• Collaborates with Others; Promotes Collaboration Amongst Others; Fosters a Collaborative Environment
• Avoids Contributing to Conflict; Manages Conflict; Anticipates and Leverages Conflict

We believe that every role at NCF is more than just a job, it's a calling. If you’re passionate about using your gifts to serve others, grow in faith, and make a lasting impact for the Kingdom, we’d love to hear from you. Join us in this mission-driven work and be part of a community that values purpose, compassion, and Christ-centered service.

Applicants should be sure to read more about NCF’s vision, mission, and Statement of Faith at www.ncfgiving.com/about

If you are interested in serving at NCF, please go to www.ncfgiving.comand apply online.