Philanthropic Services Operations Contractor

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver temporary administrative and operational assistance to the Philanthropic Services team.

• Address client requests and support daily client servicing and fund administration for donor-advised, pooled, and fiscally sponsored funds.

• Offer support for client services, which includes administrative account updates, login help, and managing the client services inbox.

• Assist with new fund enrollment, input client information, and organize necessary documentation.

• Aid in data updates and fulfill requests.

• Manage inquiries by directing them to the appropriate AUM+ team members, including the VP of Philanthropic Services.

• Prepare documents for execution in accordance with established protocols.

• Oversee DocuSign routing and follow up with stakeholders to ensure timely completion.

• Keep thorough and organized records in the Shared Drive, adhering to naming and filing conventions.

• File grant agreements, MOUs, contribution verifications, transaction records, enrollment materials, and other essential documents.

• Identify missing documentation and retrieve or share documents upon request.

• Input transactions into systems using details from funds, clients, and AUM+ team members.

• Review transaction details for accuracy and address any discrepancies prior to entry.

• Assist with transaction approvals and postings to meet month-end bank reconciliation timelines.

• Update Monday.com and Shared Drive trackers with transaction statuses and completion information.

• Collaborate with the Finance team regarding payments and transactions as required.

⛳️ Requirements

• Proven experience providing operational support, preferably in a client-facing capacity within philanthropic services or fund administration.

• Exceptional attention to detail and the ability to maintain precise records.

• Effective communication skills and prompt follow-through with clients and colleagues.

• Proficiency in navigating various software platforms, shared file systems, and tracking tools.

• Capability to adhere to established procedures and handle confidential information responsibly.

• Familiarity with working in a fiscal sponsorship model (application question).

• Experience delivering client services to a diverse array of stakeholders (application question).

🏝️ Benefits

• [Insert benefits here]

• [Insert additional benefits here]