Donor Transactions Specialist — Hybrid Contract

Aston Carter; Malvern (Chester County); Hybrid; USD 26,000 - 29,000; Full time

Job summary

Aston Carter in Malvern, PA, is seeking a Transactions Specialist (Operations Associate Contractor) to support donor and nonprofit conversations and process financial transactions in our recordkeeping system.

The role involves working with donors, charities, and staff to facilitate requests. It includes training across operation disciplines, data entry, customer service, and adherence to policies. Hybrid onsite work with potential extension after 6+ months.

Qualifications

• Bachelor's degree in business, economics, or finance (2021 or newer).
• Internship experience or experience within a customer-facing setting (e.g., hospitality, banking, collections, financial planning, loan processing, B2B).
• Proficiency in accounting.
• Experience in customer support and client service.
• Proficiency in Excel.
• Business planning skills.
• Strong customer service skills.
• Experience in a nonprofit setting is advantageous.

Responsibilities

• Complete routine data entry for financial transactions (contributions, grants, exchanges) and account information.
• Maintain an understanding of VC and IRS approved charitable donation policies and practices.
• Apply general knowledge of assigned transactions upon successful completion of training.
• Support and sort inbound and outbound mail procedures.
• Support transactional processes related to delivery of a grant, via check or electronically.
• Respond to inbound calls and emails from clients and charities.
• Achieve and maintain a high level of accuracy with functional skills, desktop applications, and appropriate workplace equipment.
• Demonstrate a good proficiency and understanding of VC’s policies and guidelines for clients.
• Possess a high level of professionalism and customer service.
• Provide back‑up and support team members as needed.
• Support continuous improvement by providing feedback as applicable.
• Exercise the highest level of confidentiality and discretion with client and account information.
• Other duties as assigned.

Skills

Bachelor's degree in business

Economics

Finance

Internship experience

Proficiency in accounting

Customer support and client service

Proficiency in Excel

Business planning

Strong customer service

Education

Bachelor's degree in business, economics, or finance (2021+).

Job description

Aston Carter in Malvern, PA, is seeking a Transactions Specialist (Operations Associate Contractor) to support donor and nonprofit conversations and process financial transactions in our recordkeeping system.

The role involves working with donors, charities, and staff to facilitate requests. It includes training across operation disciplines, data entry, customer service, and adherence to policies. Hybrid onsite work with potential extension after 6+ months.