Gift Securities Operations Associate

SLAC; Redwood City (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

SLAC National Accelerator Laboratory seeks a Gift Securities Assistant for an 18-month fixed-term position in the Gift Securities team within the Controller’s Office. You will own data integrity for the GRASP system, reconcile gift data daily, and oversee stock gift data uploads from the Daily Gift Index, ensuring accurate valuations and timely processing.

The role also requires proactive monitoring of non-Dreyfus brokerage activity and maintenance of critical operation logs to secure deliveries

Qualifications

• Experience ensuring data accuracy within gift securities or similar datasets.
• Familiarity with GRASP or comparable gift accounting systems is a plus.
• Knowledge of gift securities processing and related financial records.

Responsibilities

• Maintain data integrity for the gift securities database (GRASP).
• Reconcile Daily Gift reports and identify unidentified items.
• Upload stock gift data from Daily Gift Index and resolve discrepancies.
• Monitor non-Dreyfus online brokerage activity for new gifts.
• Maintain operational logs and prepare items for secure shipment.

Skills

Data integrity

GRASP database

Gift accounting

Reconciliation

Stock data upload

Brokerage monitoring

Tools

GRASP

Daily Gift Index

Job description

**Please note that this is an 18-month fixed-term position**

Gift Securities Assistant reports to the Director of Gift Securities in the Controller’s Office within Financial Management Services, Business Affairs. The Gift Securities team is responsible for facilitating the transfer of all gifts of appreciated securities to the university as well as managing the valuations, liquidations and collections processes for each gift. The Gift Securities Operations is integral in supporting the day-to-day operations of tracking all the details of each gift and preparing it for processing.

• Serve as the primary owner of data integrity for the GSO team, managing the gift securities database (GRASP) to ensure accuracy for new gifts, dates of gift, and all related documentation, including the distribution of auto-generated ‘received’ emails.

• Conduct daily reconciliation of the Dreyfus gift report, matching donors in GRASP, verifying record details, and initiating research on any unidentified items.

• Execute the daily upload of stock gift data from our custodian bank (the Daily Gift Index), meticulously resolving all discrepancies to ensure gifts are valued correctly and on time.

• Proactively monitor non-Dreyfus online brokerage accounts for all financial activity, immediately notifying the team of new or cash gifts.

• Oversee and maintain all critical operational logs (e.g., daily online gift checks, received checks, certificates, vault items), preparing items for secure shipment and ensuring confirmed delivery.