The M. J. Murdock Charitable Trust’s mission is to enrich the quality of life in the Pacific Northwest by providing grants and enrichment programs to organizations seeking to strengthen the region’s educational, spiritual, and cultural base in creative and sustainable ways. The Murdock Trust has granted over $1 billion in grants over the last 46 years and has provided countless other programs for non-profit support and capacity building for organizations across the region. The culture of the Murdock Trust is based upon core values of practicing humility, exercising stewardship, engaging relationally, community minded and pursuing excellence.
The Investment Administrative Liaison is a full-time, in-office, non-exempt position working closely with the Investment and Finance teams. This role will assist the Investment and Finance teams with a variety of administrative and back-office functions. The Investment Administrative Liaison will need to anticipate the needs of the investment team before they arise, multi-task, and manage multiple projects. The person must maintain a positive and hospitable environment for our investment managers and service providers and strive be the “best client possible” on behalf of the Murdock Trust.
Reporting and Supervisory Relationships
Supervised by and reports to the Chief Investment Officer. This role may also assist in the supervision of any intern(s).
- General communication and correspondence to include messages of appreciation; maintain a high standard of quality in all internal and external communications from Trust offices, including e-correspondence.
- Coordinates and communicates detailed itineraries for Investment Manager visits to Trust office.
- Assist with board meeting prep (e.g., investment manager invitations and travel requirements, prepare agenda, set up board room).
- Facilitate virtual meetings (Zoom) with the investment team, managers, Trustees and other invitees.
- Manage investment team calendars (calls, meetings, webcasts, etc.) and coordinate this calendar with other internal Murdock Trust events and teams.
- Coordinate Investment and Finance team’s travel arrangements (e.g., conference registrations, airfare, hotels, ground transportation); leverage travel agent as needed.
- Acts as main point of contact for telephone and email communication for initial requests to the Trust’s Investment team; acts as ongoing point of contact for all cold calls.
- Legal document preparation for investment fund administration.
- Maintains Investment and Finance department files and filing system, contacts database, and logins/passwords for all investment related websites accessible to the Trust.
- Manage investment email inbox and ensures investment team receives latest manager commentary in a timely manner.
- Display integrity and confidence when interacting with different teams, ability to take ownership and make an effort to understand the data flows and dependencies.
- Assists with special projects as directed by the Chief Investment Officer and Investment Officer.
- Performs other tasks as needed and requested.
Experience and Educational Requirements
- 5 or more years’ administrative support role experience with increasing responsibility.
- Minimum of 3 years’ experience in the investment industry preferred.
- Bachelor’s degree or an equivalent combination of education and experience.
- Demonstrates understanding of Trust mission and core values.
- A basic understanding of investment products/risks and the asset allocation modeling process would be beneficial.
- Must be adaptable, self-starter, able to work independently but participate as a team player, organized, detail oriented, and professional.
- Excellent written communication, oral communication, and presentation skills. Ability to work with the public by phone or in person in a cordial, hospitable, and effective manner.
- Continuous learner with a desire to grow professionally.
- Cheerfully and adeptly handles interruptions and competing priorities; adapts accordingly based upon department and organizational needs.
- Current Notary Public or willingness to obtain license.
- Ability to learn processes and systems quickly. Demonstrative working knowledge of current technology (e.g., MS Office/365, Zoom, iPhone, iPad and mobile applications.). Experience maintaining databases would be beneficial.
Please submit a resume and a cover letter to firstname.lastname@example.org discussing how your experience and background would be best suited for this role and why you are interested in working for the Murdock Trust.
Salary: $50,000-$55,000 DOE.
The Murdock Trust also offers an exceptional benefit package including:
- Medical, Dental and Vision Insurance
- Section 125 accounts including flexible spending and dependent care
- Immediate eligibility and vesting 401(k), 401(k) matching, and Profit Share
- Disability insurance and Life insurance
- 11 paid holidays and generous vacation and sick time
- Professional development assistance