Senior Grants Operations Specialist

Fidelity; Durham (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Fully paid parental leave

On-site health centers

Job summary

Fidelity Charitable in Durham, NC is seeking a Senior Operations Specialist (Grants) to join the Premium Services Team. You will be the primary contact for our Premium Services team, handling timely and accurate processing of grants for High Net Worth donors and researching grant recommendations.

You will work on monitoring grant requests, generating reports, and communicating updates. A Bachelor’s degree and 2–3 years in related financial services or UHNW philanthropy are required.

Qualifications

• Bachelor’s degree required.
• 2-3 years Financial Sales or Service, Major/Principal Gifts, or UHNW background required.
• Strong and effective verbal and written communication skills.
• Attention to detail with good follow-through.
• Strong organizational, planning, multi-tasking, time management skills.
• Demonstrated problem solving skills.
• Ability to work under pressure and tight deadlines.
• Identify and mitigate potential areas of risk.
• Working knowledge of Fidelity systems (XTRAC, RepApp) is a plus.

Responsibilities

• Process Grants recommendations for High Net Worth donors accurately and timely.
• Meet program SLA’s and monitor the Grant Team Inbox.
• Prioritize expedited requests without sacrificing quality.
• Produce adhoc grant reporting and run bulk grant scripts.
• Proactively communicate status updates to PDG Service.

Skills

Verbal & written communication

Attention to detail

Organizational skills

Problem solving

Time management

Work under pressure

Risk mitigation

Education

Bachelor’s degree

Tools

XTRAC

RepApp

Job description

Fidelity Charitable in Durham, NC is seeking a Senior Operations Specialist (Grants) to join the Premium Services Team. You will be the primary contact for our Premium Services team, handling timely and accurate processing of grants for High Net Worth donors and researching grant recommendations.

You will work on monitoring grant requests, generating reports, and communicating updates. A Bachelor’s degree and 2–3 years in related financial services or UHNW philanthropy are required.