Donor Relations & Fund Operations Coordinator (Hybrid)

Paylocity; Kansas City (MO); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Paylocity is seeking a Relationship Services Coordinator in Kansas City, MO to support relationship managers and client experience staff. The role focuses on fund coordination, grant tracking, and operational support within a high-value donor environment.

The position is in-office with a hybrid schedule after training, requiring full availability during the fourth quarter. Strong accuracy, confidentiality, and collaboration across teams are essential to success.

Qualifications

• Associate's degree or equivalent required; 3+ years of related experience.
• Excellent written and verbal communication; ability to handle confidential information.
• Strong organizational skills and attention to detail; multi-tasking across teams.

Responsibilities

• Coordinate activities for high-value donor, family office, fund member, and advisor relationships.
• Assist with preparing correspondence, reports, and presentation materials; maintain records.
• Coordinate meetings, materials, and follow-up for fund members, advisors, and prospect interactions.
• Support setup of new high-asset funds; ensure documentation and workflows are followed.
• Review documents for accuracy, completeness, and compliance; track fund setup progress.
• Assist with grant tracking, reporting schedules, and grant-related queries.

Skills

Communication

Organizational skills

Analytical thinking

Data integrity

Education

Associate's degree or equivalent

Tools

Salesforce

Adobe Acrobat

Job description

Paylocity is seeking a Relationship Services Coordinator in Kansas City, MO to support relationship managers and client experience staff. The role focuses on fund coordination, grant tracking, and operational support within a high-value donor environment.

The position is in-office with a hybrid schedule after training, requiring full availability during the fourth quarter. Strong accuracy, confidentiality, and collaboration across teams are essential to success.