Grants Assistant (BCT)

The Newton and Rochelle Becker Charitable Trust; California (MO); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

The Newton and Rochelle Becker Charitable Trust in Marin County, California seeks a Grants Assistant to manage grants data and provide administrative support to the Director of Operations. This full-time role maintains the grants management system, supports grant materials, and coordinates on reporting and audits.

The position collaborates across staff, processes payments, and helps invite applications, while ensuring records are accurate and compliant.

Qualifications

• Bachelor’s Degree is required.
• Two to three years of work experience; at least 1 year in philanthropy or non-profit development preferred.
• Excellent written and verbal communication skills.
• Must be customer-oriented, detail-oriented, and highly organized.
• Strong computer skills with MS Word, Excel and Outlook.
• Ability to multitask and work independently and collaboratively to meet deadlines.
• Knowledge of a fundraising or grants management database is a plus.

Responsibilities

• Enter and maintain data in the grants management system, ensuring up-to-date records for grantees, funders, notes, and grant history.
• Assist in preparing and distributing grant materials to the Grants Committee and staff.
• Follow up with grantees on reports and applications; monitor and process incoming reports.
• Assist with the annual audit as it relates to grants management.
• Create and update contact, organization, and grant accounts; remove duplicates.
• Process and track payment requests and grant disbursements; manage unsolicited requests.

Skills

written communication

verbal communication

analytical skills

multitasking

organization

teamwork

Education

Bachelor's Degree

Tools

MS Word

Excel

Outlook

Job description

The Newton and Rochelle Becker Charitable Trust (BCT) was founded in 2006 by Newt Becker, entrepreneur (founder of the Becker CPA Review Course that has prepared half of America’s CPAs for the CPA Exam), visionary investor (lead investor and Chairman of the Board of Luz, the world’s largest developer of solar energy for many years, and investor in many other cutting edge investments) and involved, hands-on philanthropist. Dr. David Becker, Newt’s son, has led the trust as Managing Trustee since Newt passed away in 2012.

Growing up as a teenager in a working class Jewish neighborhood in Cleveland during the Holocaust, at a time when anti-Semitism was a very real factor for the American Jewish community, Newt and his peers experienced a reality of vulnerability and powerlessness. They were very aware of the inability of their community to protect their fellow Jews in Europe. Newt vowed that if he ever had the means, he would do what he could to protect Jews around the world and to further American democratic values that lead to safety and security for all people.

BCT is a grantmaking foundation with more than 130 annual grantees dedicated to safeguarding democratic values and ensuring the future of the Jewish people and the State of Israel. BCT has developed a strategic philanthropic model and takes an entrepreneurial approach, often being among the first funders of new projects and organizations. Most of BCT’s giving is focused in three priority areas: Research and Education to Advance Middle East Peace and Security; Jewish Continuity and Identity; and Supporting Democratic Values. Please see BCT’s website, www.BeckerTrust.org for more details.

POSITION

The Grants Assistant will provide grants management and database support and will report to the Director of Operations. This position will also provide administrative support for the foundation and assist in special projects as needed. The following duties include but are not limited to:

Grants and Database Management:

• Enter and maintain data in BCT’s grants management system to ensure the database is up-to-date and accurate, including grantee/funder contact information, recent interactions and notes, and grant history;
• Assist in the preparation and distribution of grant materials to BCT Grants Committee and staff;
• Follow up with grantees on outstanding reports and applications;
• Monitor, enter, and process incoming grantee reports and applications;
• Assist with the annual audit as it relates to grants management;
• Create new, and update existing, contact, organization, and grant accounts, eliminating duplicate entries;
• Process and track payment requests and grant disbursements;
• Process and track unsolicited grant requests and managing BCT response to general inquiries for funding;
• Provide technical support to staff and grantees related to the grants management system;
• Upload, scan, and attach documents to records in the database such as historical grant letters;
• Invite applications for funding on behalf of BCT staff, communicating all necessary requirements and deadlines to the applicant;
• Document grants management system procedures together with Director of Operations;
• Generate payment transmittal letter, including creation of grant templates;
• Troubleshoot issues pertaining to the grantee application portal.

Research and Administrative Support:

• Conduct research into relevant programmatic areas, such as a mapping of all organizational and philanthropic efforts in a given area of current or potential BCT grantmaking;
• Support administrative tasks and projects, including filing and telephone coverage and coordinating events such as the Bay Area Donor Forum;
• Participate in staff meetings;
• Log new grant requests and generate the required documents in the grants management database.

QUALIFICATIONS

• Bachelor’s Degree is required;
• Two to three years of work experience. At least 1 year in philanthropy or non-profit development preferred;
• Excellent written and verbal communication and basic analytical skills;
• Must be customer-oriented, detail-oriented, and highly organized;
• Strong computer skills with experience in MS Word, Excel and Outlook;
• Ability to multitask and work independently and collaboratively to meet deadlines;
• Must be able to maintain a professional demeanor and work well in a fast-paced organization meeting strenuous deadlines;
• Knowledge/familiarity with a database system, particularly a fundraising or grants management system, is a plus;
• Team player.

BENEFITS AND COMPENSATION

BCT offers an excellent benefits package including medical, dental and vision insurance and a 401(k) retirement plan. Salary is competitive and commensurate with education and related work experience. The position is full-time, exempt, and located in beautiful Marin County in the San Francisco Bay Area.