Gift Securities Operations Specialist (18-Month)

Abundance Network; Redwood City (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

Stanford University invites applications for an 18-month fixed-term Gift Securities Assistant in Financial Management Services, reporting to the Director of Gift Securities. The role supports the transfer of gifts of appreciated securities and manages valuations, liquidations and collections, ensuring accurate gift records in GRASP.

Responsibilities include owning GRASP data integrity, reconciling the Dreyfus gift report, uploading stock gift data from the Daily Gift Index, monitoring

Qualifications

• High School diploma or equivalent and two years’ work experience.
• Knowledge of basic accounting procedures.
• Ability to operate computerized office applications and accounting systems.
• Ability to clearly and effectively communicate information to internal audiences and client groups.

Responsibilities

• Serve as primary owner of data integrity for the GSO team, managing the gift securities database (GRASP).
• Conduct daily reconciliation of the Dreyfus gift report, matching donors in GRASP and initiating research on unidentified items.
• Execute the daily upload of stock gift data from the Daily Gift Index and resolve discrepancies to ensure gifts are valued correctly.
• Proactively monitor non-Dreyfus online brokerage accounts for all financial activity and notify the team of new or cash gifts.
• Oversee and maintain operational logs (daily checks, received checks, certificates, vault items) and prepare items for secure shipment.

Skills

Data entry

Reconciliation

Attention to detail

Communication

Problem solving

Education

High School diploma or equivalent

Two years’ work experience

Tools

GRASP

Daily Gift Index

Accounting systems

Job description

Stanford University invites applications for an 18-month fixed-term Gift Securities Assistant in Financial Management Services, reporting to the Director of Gift Securities. The role supports the transfer of gifts of appreciated securities and manages valuations, liquidations and collections, ensuring accurate gift records in GRASP.

Responsibilities include owning GRASP data integrity, reconciling the Dreyfus gift report, uploading stock gift data from the Daily Gift Index, monitoring