Gift Securities Operations Associate

Stanfordlivetickets

Redwood City (CA)

On-site

USD 65,000 - 90,000

Full time

13 days ago
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Job summary

Stanfordlivetickets seeks a Gift Securities Assistant for an 18-month fixed-term role in Redwood City, CA. The position focuses on ensuring data integrity across the gift securities program, coordinating with the Director and Finance teams, and managing documentation for all gifts.

You will oversee GRASP, perform daily reconciliations, upload gift data from the Daily Gift Index, monitor non-Dreyfus accounts, and maintain operation logs ensuring timely processing and secure shipment of gift

Qualifications

  • Maintain data integrity for new gifts, gift dates and related docs.
  • Oversee the GRASP database to ensure accuracy in records.

Responsibilities

  • Own the gift securities database (GRASP) data integrity and documentation.
  • Reconcile daily Dreyfus gift report, match donors in GRASP and research discrepancies.
  • Upload stock gift data daily from the Daily Gift Index and resolve discrepancies.
  • Monitor non-Dreyfus online brokerage activity and alert team to new gifts.
  • Maintain critical logs (gift checks, checks, vault items) and prep items for shipment.

Skills

Data integrity
GRASP database
Gift processing

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.

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