Key Responsibilities

• Process contributions received by check, ACH, wire, credit card, cash, and electronic check.
• Post contributions, issue receipts, and research or resolve transaction questions.
• Research and qualify charitable organizations based on established guidelines and IRS requirements.
• Support the processing and fulfillment of grants, including final review, printing, and mailing checks.
• Onboard charities to receive electronic grant payments through ACH.
• Assist charities, donors, financial advisors, and internal teams with questions and problem resolution.
• Maintain accurate records and handle financial and confidential information appropriately.
• Provide support across contribution, charity, and grant-processing functions as needed.

Qualifications

• Strong attention to detail and accuracy.
• Good organizational, research, and problem-solving skills.
• Strong customer service and communication skills.
• Ability to manage multiple tasks and learn different processes.
• Comfortable working both independently and as part of a team.