Operational Specialist

Fidelity Investments Inc.; Durham (NC); On-site; USD 25,000 - 36,000; Full time

Job summary

Fidelity TalentSource in Durham, NC is seeking an Operations Specialist on a contract basis to support grant processing and due diligence for Fidelity Charitable.

You will engage with nonprofit organizations, capture essential information, and ensure compliance with Fidelity Charitable and IRS guidelines while working in a fast-paced team environment.

Qualifications

• Bachelor’s degree or equivalent experience is required or preferred.
• 0–2 years in operations, service, or donor-advised fund roles is acceptable.
• Strong written and verbal communication skills are essential.
• Attention to detail and ability to meet tight deadlines are required.

Responsibilities

• Process grant recommendations for Fidelity Charitable with accuracy.
• Perform required due diligence to ensure IRS and Fidelity guidelines compliance.
• Engage with non-profits to gather information and clarify requests.
• Capture relevant data and identify solutions when needed.
• Maintain timely, high-quality service delivery while managing priorities.

Skills

Communication skills

Attention to detail

Problem solving

Prioritization

Work under pressure

Education

Bachelor’s degree or equivalent experience

Tools

XTRAC

RepApp

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Operations Specialist to work in Durham, NC!

This is a contract position paying $22/hr.

The Expertise we’re Looking For:

Bachelor’s degree or equivalent experience

0-2 years Operations or Service, Major or Principal Gifts, or Non-profit experience background preferred.

Strong and effective verbal and written communication skills

Demonstrated attention to detail, with good follow-through

Demonstrated problem solving skills

Ability to work under pressure and within tight deadlines

Demonstrated ability to identify and mitigate potential areas of risk

Working knowledge of Fidelity systems (XTRAC, RepApp), a plus

The Purpose of Your Role

The Grant Analyst is a member of the Grant team and is responsible for the timely and accurate processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable® and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.

You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations to meet their philanthropic goals.

The Skills You Bring

You have a high sense of urgency and understand when to escape

Your strong and effective verbal and written communication skills

Your very best problem-solving skills with excellent follow-through

Your strong organizational skills, planning, and time management

You are a team player with the ability to influence without authority

You are flexible with overtime as requested (especially December – Giving Season)

The Value You Deliver

Collaborating with internal Charitable business partners to fulfill special handling

Employing good sound judgment in decision making or problem resolution

Delivering a great customer experience with each interaction to help strengthen donor relationships

Process high value transactions

Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items

Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance

How Your Work Impacts the Organization

The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.

For information about working at Fidelity TalentSource, visit FTSJobs.com.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at [e-mail] if you would like to request an accommodation.