Asset Manager – Complex Gifts & Real Estate

National Christian Foundation; Atlanta (GA); Hybrid; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

National Christian Foundation in Alpharetta, GA is seeking a senior-level professional to administer receipt, management, and liquidation of complex asset contributions, including real estate, private stock, loan notes, and life insurance. The role coordinates with internal and external parties to optimize asset value and ensure regulatory compliance.

The position is hybrid from Alpharetta with increased in-office presence during training.

Qualifikationen

• Bachelor's degree in a related field is required.
• 5+ years of experience in gift services, portfolio management, real estate, financial services, or related fields.

Aufgaben

• Set up the new complex asset contributions in the tracking system.
• Report all new complex asset contributions with fund-flow terms for ministry grants, administrative costs, and taxes to accounting.
• Prepare receipt packages and next steps related to asset management for givers.
• Secure proper liability/hazard insurance coverage on real estate assets.
• Maintain electronic files and tracking of asset management activities.
• Ensure compliance with applicable laws and foundation policies.

Kenntnisse

Microsoft Office

CRM (Salesforce)

Relationship management

Problem solving

Attention to detail

Ausbildung

Bachelor's degree in Business Administration, Real Estate, Accounting or related field

Tools

Salesforce

Jobbeschreibung

National Christian Foundation in Alpharetta, GA is seeking a senior-level professional to administer receipt, management, and liquidation of complex asset contributions, including real estate, private stock, loan notes, and life insurance. The role coordinates with internal and external parties to optimize asset value and ensure regulatory compliance.

The position is hybrid from Alpharetta with increased in-office presence during training.