Fund Specialist

Must Haves:

• College degree preferred with a preference for degrees in business and finance or experience in donor services, philanthropy, or fund management.

• Proficiency in Microsoft Office applications, especially Excel.

• Demonstrated experience learning and implementing new technologies to their maximum potential, including independent troubleshooting as well as identifying and pursuing resources for training, extended learning, and problem-solving.

• Experience with constituent databases, online account management software, and online payment solutions is desired.

• Client service experience preferred.

• Ability to multi-task and meet established deadlines with minimal supervision.

• Excellent research and problem-solving abilities.

• Discipline to pay strict attention to detail and accuracy.

• Proficiency in logical reasoning skills.

• Accountable, dependable, and self-motivated.

Plusses:

• Experience in donor services, philanthropy, or fund management is a plus.

Day-to-Day:

This position is responsible for the administration and customer support for the Foundation’s donor-advised fund solutions and client portal. Ensuring a high level of service and engagement with donors.

Scope & Breadth of Position

This position reports to the Operations Manager of the Online Services unit.

Essential Job Accountabilities

Facilitate the grant-making process, from initial donor recommendations to the disbursement of funds to the recipient organizations.

Processing of applications and establishment of new funds in the accounting system, and the donor and fund administrator portals.

Conduct thorough research on potential charitable organizations and causes to ensure compliance with IRS regulations and organizational policies.

Process additional online and email requests as needed, which may include but are not limited to address and payment information changes, account instructions, and online access issues.

Provide customer and technical support to online Donors and Fund Administrators/Advisors.

Prepare and maintain accurate records of fund activity, including contributions, and grants.

Maintain policies and procedures for all assigned responsibilities.

Constantly seek ways to improve processes and increase productivity.

Pay: $17.00 - $18.00/hr