Administrative Associate III
Summary
Handles investor and loan client accounts, processes transactions, and provides customer support for a church-affiliated loan fund in Weldon Spring, MO.
Starting Range: $18.02/hourly to $20.73/hourly.
Benefits: Medical (with HSA option), Dental, Vision, Life and AD&D; Long Term Disability; Deferred Compensation program; Paid Time Off; Paid Holidays; Wellness Programs; Employee Assistance Programs; and Supplemental Insurance.
The United Pentecostal Church International is currently recruiting for the position of Administrative Associate III (Client Relationship) within The Stewardship Group. This position is responsible for providing investor and loan services, account administration, and customer relationship support for UPCLF clients. The primary role of this position is to serve as a point of contact for investor inquiries and is responsible for investor account onboarding, account maintenance, transaction processing, recordkeeping, and communication activities.
Essential Duties and Responsibilities
The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties
may be required and assigned.
- Provide customer service solutions to Loan Fund borrower clients.
- Respond to inquiries from phone calls, emails, surveys, conferences, and websites.
- Manage investor account onboarding and account maintenance processes, ensuring accurate and timely completion of required documentation.
- Review, verify, and process investment-related information and documentation to ensure accuracy, completeness, and compliance with established procedures.
- Maintain accurate electronic and physical investor records and filing systems in accordance with organizational standards and regulatory requirements.
- Process investment transactions, renewals, and account updates while ensuring the integrity of investor data.
- Assist with the preparation and distribution of monthly, quarterly, and annual investor statements and other investor communications.
- Support daily cash management activities, including the processing of Loan Fund deposits.
- Provide back-up support for investment administration.
- Support the loan portfolio management team as assigned.
- Manage the loan onboarding program & ongoing customer relation programs.
- Be available to travel to provide departmental support for General Conference and other events as requested.