Senior Sales Development Representative
TE Connectivity
Cloud
Senior Associate, DAF Operations
ImpactAssets
contract
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $46 per hour
Job Level
Senior
Tech Stack
Cloud
About the role
- This 6 month, temporary, remote full-time position plays a crucial role in supporting the smooth and efficient operation of our Donor Advised Fund program. Responsibilities include multiple operational functions such as grant processing, new account opening and incoming contribution processing, transaction entry and approval, and ensuring the quality and integrity of our donor advised fund data. This temporary role will support the work of current core team members during a particularly busy time. Candidates must be US-based and be able to work Eastern Time Zone hours of 9 am - 5:30 pm ET.
- Donor Advised Fund Administration:
- Ensure contributions and new accounts are set up and reviewed/approved within service level agreement timelines
- Use attention to detail and logic to ensure transactional data quality
- Support grant due diligence, electronic verification, and approval, as needed
- Enter, review and approve various transaction types
- Ensure proper instrument pricing for stock donations
- Ensure daily donor advised fund account values are updated and accurate
- Track account liquidity and identify transactions for processing through data feeds
- Utilize ticket management system for timely and transparent processing of all responsibilities
- Use judgement to escalate issues and requests appropriately
- Other:
- Provide excellent customer service via phone and email, as needed
- Work cross-functionally with teams such as Client Engagement to ensure smooth operations and communication throughout the client life cycle
- Other ad hoc duties as required
Requirements
- Bachelor’s degree in finance, business, economics, or related field; least 5 years of experience in an operations, financial services or investment management/accounting role; OR equivalent combination of education and experience
- Preferred experience in a highly transactional operations role
- Required experience working with a DAF administration system
- Highly attuned organizational skills, attention to detail, professional demeanor
- Ability to work independently and prioritize competing demands
- Knowledge and passion for using investing as a means by which to engender social or environmental impact
- Demonstrated focus on continuous improvement and ability to identify and implement process improvements, especially through the use of systems and technology
- Demonstrated sense of urgency around processing and response timelines
- Resourceful in searching for responses to questions and developing solutions
- Proficiency with Microsoft 365 applications including Excel, PowerPoint, Word, Teams required
- Proficiency with cloud-based collaboration tools Box and Asana preferred
- Experience working in a virtual working environment required
