Senior Grants Operations Specialist (UHNW Donors)

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

Job summary

Fidelity Charitable in Durham, North Carolina, is seeking a Senior Operations Specialist to join the Premium Services Team. You will be responsible for timely and accurate processing and researching of grants recommendations for High Net Worth donors.

The CMR will process standard and non-standard grant requests, meet program SLA's, assist with monitoring the Grant Team Inbox, prioritize expedited requests without sacrificing quality, produce adhoc grant reporting, run scripts for bulk grant

Qualifications

• , bachelor's degree required; 2-3 years financial sales or service, major/principal gifts, or UHNW background; strong communication; attention to detail; able to manage priorities and deadlines; risk awareness; knowledge of Fidelity systems is a plus

Responsibilities

• Process and research grants recommendations for High Net Worth donors
• Meet program SLA's and monitor the Grant Team Inbox
• Prioritize expedited requests without sacrificing quality
• Produce adhoc grant reporting; run scripts for bulk grant requests
• Communicate status updates to PDG Service; provide guidance and education to teammates

Skills

UHNW donor experience

Grant processing

Verbal & written communication

Attention to detail

Organizational & time management

Problem solving

Ability to work under pressure

Risk identification & mitigation

Education

Bachelor's degree

Tools

XTRAC

RepApp

Job description

Fidelity Charitable in Durham, North Carolina, is seeking a Senior Operations Specialist to join the Premium Services Team. You will be responsible for timely and accurate processing and researching of grants recommendations for High Net Worth donors.

The CMR will process standard and non-standard grant requests, meet program SLA's, assist with monitoring the Grant Team Inbox, prioritize expedited requests without sacrificing quality, produce adhoc grant reporting, run scripts for bulk grant