Operations Specialist: Grants, Transactions & Client Experience

Vanguard Charitable Endowment Program; Malvern (Chester County); On-site; USD 55,000 - 75,000; Full time

Job summary

Vanguard Charitable Endowment Program in Malvern, PA seeks an Operations Specialist to execute and quality-review financial, clerical, and grant-related transactions within the recordkeeping system. The role supports contributions, grants, exchanges, and account maintenance across workflows, ensuring accuracy and a strong client and charity experience.

Responsibilities include SDQA reviews, issue investigation, and escalating higher-risk scenarios as needed, while contributing to process

Qualifications

• Bachelor’s degree or equivalent required or combinação de education and work experience.
• Experience in nonprofit organizations and grant-related processing preferred.
• Knowledge of donor-advised fund concepts and financial services workflows.

Responsibilities

• Process and review financial and grant-related transactions with accuracy.
• Perform SDQA reviews, identify issues, and apply corrective actions.
• Respond to client and charity inquiries with clear, timely communication.
• Update procedures and support cross-functional workflows and training.

Skills

Transaction processing

Quality assurance

Client service

Process improvement

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Recordkeeping systems

Job description

Vanguard Charitable Endowment Program in Malvern, PA seeks an Operations Specialist to execute and quality-review financial, clerical, and grant-related transactions within the recordkeeping system. The role supports contributions, grants, exchanges, and account maintenance across workflows, ensuring accuracy and a strong client and charity experience.

Responsibilities include SDQA reviews, issue investigation, and escalating higher-risk scenarios as needed, while contributing to process