Operations Admin Specialist

1 month ago


Lone Tree, United States The Judge Group Full time
Our client is currently seeking a Operations Admin Specialist - Mid-Level (3-5 years
Additional Description

Your Opportunity is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund (DAF) account. A donor-advised fund account is a simple, flexible, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively. We are a leading national donor-advised fund provider-having granted out to over 207,000 charities nationwide since inception on behalf of our donors. we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients' financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of client, including contractual agreements to provide a variety of services. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day activities. The Donor Operations group is primarily focused on the operational work submitted by our Donors and Advisors, making outbound calls, inbound call coverage and sending Schwab Advisor Center Alerts. Timely and accurate processing of these items is critical for the success of our organization. This position will report to the Team Manager of Donor Services and will have extensive exposure to skip level leadership.

Unleash your expertise: This role participates in Client Workplace Hybrid Program. Employees have the ability to work three days in the office and two days remotely each week.

• Handle incoming operational volume for the. This would include remediation of cases, contribution queue, processing of forms & paperwork, email box's, Transfer of Asset follow-up, hotline calls, weekly reports, amongst other tasks.

• Possible follow up on not-in-good-order work, requesting corrected paperwork or new paperwork based on situation.

• Collaborate with business partners to provide efficient and effective service for advisors and donors

Engage your talents: what you'll have

• BA/BS degree or equivalent experience highly preferred

• Ability to work in a fast-paced environment by absorbing and applying complex information quickly.

• Time management skills with the ability to organize, manage and prioritize priorities.

• Ability to multi-task and handle a large quantity of volume at once, while maintaining a high level of accuracy

• Capable of working effectively within a team environment with the utmost professionalism

• Flexible to work within the Hours of Operation; Monday thru Friday, 8:00 AM - 6:00 PM CT.



  • Lone Tree, Iowa, United States The Judge Group Full time

    Our client is currently seeking a Operations Admin Specialist - Mid-Level (3-5 years Additional Description Your Opportunity is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund (DAF) account. A donor-advised fund account is a simple, flexible, tax-smart...


  • Lone Tree, United States The Judge Group Full time

    Our client is currently seeking a Operations Admin Specialist - Mid-Level (3-5 years Additional Description Your Opportunity is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund (DAF) account. A donor-advised fund account is a simple, flexible, tax-smart...


  • Lone Tree, United States ASK Consulting Full time $30 - $32

    Job DescriptionJob Description"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".Job Title: Donor Admin SpecialistLocation: Lone Tree, CO 80124 (HYBRID)Duration: 6 Months contractPay rate:$30- $ 32.92hr. On W2Job Description:Ignite your future: Your...


  • Lone Tree, United States Tailored Management Full time

    Title: Donor Operations Specialist Shift: Standard Business Location: Lone Tree, CO 80124, Hybrid Pay Rate: $ 32.93/hr Contract Length: 5-6 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need* Description This position will involves supporting the operational functions of Schwab Charitable's donor-advised fund...


  • Lone Tree, Iowa, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Annuity Operations Specialist to join our team at Charles Schwab. As a key member of our Annuity Operations team, you will play a critical role in facilitating the annuity application process from submission to contract issuance.Key ResponsibilitiesProvide exceptional customer service to...


  • Lone Tree, United States Charles Schwab Full time

    Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Annuity Operations Specialist, you would be responsible for facilitating the annuity application process from the...


  • Lone Tree, Iowa, United States Bass Pro Shops Full time

    Join Our Team as a Facilities Maintenance SpecialistAt Bass Pro Shops, we are seeking a dedicated Facilities Maintenance Specialist to ensure the smooth operation of our facilities. In this role, you will be responsible for:Electrical Repairs: Handling tasks such as changing lamps, repairing or installing light fixtures, and conducting diagnostics to ensure...


  • Lone Tree, United States Charles Schwab Full time

    Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Cash Management Senior Specialist is part of a team, responsible for forecasting and managing the daily cash position of Charles Schwab...


  • Lone Tree, Iowa, United States Kaiser Permanente Full time

    Kaiser Permanente - Patient Care Transport Specialist As a Patient Care Transport Specialist at Kaiser Permanente, your responsibilities will include: Patient Transportation: Safely and efficiently transport patients as instructed by nursing personnel using the most suitable methods (e.g., wheelchair, stretcher). Service Scope: Facilitate the movement of...


  • Lone Tree, Iowa, United States RTG Medical-Allied Full time

    Position Overview:RTG Medical-Allied is currently in search of a skilled traveling Interventional Radiology Specialist. This role involves providing essential support in the field of Interventional Radiology across various healthcare settings.Key Responsibilities:- Deliver high-quality patient care in Interventional Radiology.- Collaborate with medical teams...


  • Lone Tree, Iowa, United States Velocity Solutions Full time

    **About Velocity Solutions**We are a leading provider of innovative solutions for the water industry, dedicated to shaping the future of wastewater management.**Job Summary**We are seeking a highly skilled and motivated Wastewater Technology Specialist to join our team at Velocity Solutions. As a key member of our operations team, you will be responsible for...


  • Lone Tree, United States Structure Realty Group Full time

    Job DescriptionJob DescriptionOur dynamic, tech. savvy, Lone Tree Office is in search of the right Client Care Coordinator to grow with our company. Day-to-day activities will include: Creativity, Smiling/ Having Fun, Data Management, Event/ Campaign Coordination, Online/Virtual Operations, Quality Control, Relationship Management, and Office Admin.***Some...

  • Permit Specialist

    2 months ago


    Lone Tree, United States Lightspeed Construction Group Full time

    About MTC Engineering MTC Engineering, an integral part of the Design & Engineering division of Full Circle Fiber Partners, has a fast-growing platform specializing in outside plant engineering, civil engineering, construction management, construction inspection, land acquisition, optical systems provisioning and business development expertise. Since the...


  • Lone Tree, Iowa, United States Kaiser Permanente Full time

    Position Overview:This role is eligible for a $5,000 sign-on bonus.As a member of SEIU Local 105, the compensation for this position starts at $32.25 per hour. Additional wage premiums may apply based on the collective bargaining agreement.Key Responsibilities:The Practical Nursing Specialist prioritizes the needs of patients and members, fostering strong...


  • Lone Tree, United States Sherwin-Williams Full time

    This position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure...


  • Lone Tree, Iowa, United States Bass Pro Shops Full time

    Pay Range: $ - $ POSITION SUMMARY: The Retail Specialist is responsible for executing various sales and customer service tasks, which include warmly greeting and acknowledging all customers promptly, handling merchandise with care, and providing valuable information, assistance, and guidance to customers. ESSENTIAL FUNCTIONS: Demonstrates a strong...


  • Lone Tree, Iowa, United States Bass Pro Shops Full time

    Pay Range: $ - $ POSITION SUMMARY: The Retail Specialist engages in various sales and customer service functions, which include warmly greeting and acknowledging all customers in a timely and friendly manner, handling merchandise with care, and providing information, assistance, and guidance to customers. ESSENTIAL FUNCTIONS: Demonstrates a strong...


  • Lone Tree, Iowa, United States Bass Pro Shops Full time

    Pay Range: $ - $ POSITION SUMMARY: The Retail Specialist engages in various Sales and Customer Service activities, including welcoming and assisting all customers in a timely and friendly manner, handling products with care, and providing information, guidance, and support to customers. ESSENTIAL FUNCTIONS: Demonstrates a strong commitment to exceptional...


  • Lone Tree, Iowa, United States Bass Pro Shops Full time

    Compensation Range: $ - $ POSITION OVERVIEW: The Retail Specialist engages in various Sales and Customer Service functions, which include warmly welcoming and acknowledging all patrons in a timely and friendly manner, handling products with care, and providing essential information, assistance, and guidance to customers. KEY RESPONSIBILITIES: Demonstrates a...


  • Lone Tree, Iowa, United States Bass Pro Shops Full time

    Compensation Range: $ - $ POSITION OVERVIEW: The Retail Specialist engages in various Sales and Customer Service tasks, which include warmly welcoming and assisting all customers in a timely and friendly manner, carefully handling merchandise, and providing valuable information and guidance to shoppers. KEY RESPONSIBILITIES: Fosters a strong dedication to...