Grants & Transactions Operations Specialist

Vanguard Charitable; Malvern (Chester County); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Vanguard Charitable is seeking an Operations Specialist to execute and review financial, grant-related, and clerical transactions within our recordkeeping system.

You will support contributions, grants, exchanges, and account maintenance, ensuring accuracy, efficiency, and a strong client and charity experience while upholding policies. Collaboration across teams and continuous process improvements are expected.

Qualifikationen

• Bachelor’s degree or equivalent combination of education and work experience.
• Experience with nonprofit organizations preferred.
• Prior grant-making processing experience preferred.

Aufgaben

• Execute and review financial, clerical, and grant-related transactions with accuracy.
• Perform Same-Day Quality Assurance reviews to ensure policy alignment.
• Respond to client and charity inquiries with clear, timely communication.
• Identify opportunities for process improvement and document changes.
• Share knowledge and support onboarding across transactional workflows.

Kenntnisse

Transaction processing

Donor-advised funds

Data analysis

Communication

Prioritization

Quality assurance

Issue investigation

Policy familiarity

Process improvement

Team collaboration

Ausbildung

Bachelor’s degree or equivalent

Jobbeschreibung

Vanguard Charitable is seeking an Operations Specialist to execute and review financial, grant-related, and clerical transactions within our recordkeeping system.

You will support contributions, grants, exchanges, and account maintenance, ensuring accuracy, efficiency, and a strong client and charity experience while upholding policies. Collaboration across teams and continuous process improvements are expected.