Transactions Specialist

Aston Carter; Malvern (Chester County); Hybrid; USD 26,000 - 29,000; Full time

Job summary

Aston Carter in Malvern, PA, is seeking a Transactions Specialist (Operations Associate Contractor) to support donor and nonprofit conversations and process financial transactions in our recordkeeping system.

The role involves working with donors, charities, and staff to facilitate requests. It includes training across operation disciplines, data entry, customer service, and adherence to policies. Hybrid onsite work with potential extension after 6+ months.

Qualifications

• Bachelor's degree in business, economics, or finance (2021 or newer).
• Internship experience or experience within a customer-facing setting (e.g., hospitality, banking, collections, financial planning, loan processing, B2B).
• Proficiency in accounting.
• Experience in customer support and client service.
• Proficiency in Excel.
• Business planning skills.
• Strong customer service skills.
• Experience in a nonprofit setting is advantageous.

Responsibilities

• Complete routine data entry for financial transactions (contributions, grants, exchanges) and account information.
• Maintain an understanding of VC and IRS approved charitable donation policies and practices.
• Apply general knowledge of assigned transactions upon successful completion of training.
• Support and sort inbound and outbound mail procedures.
• Support transactional processes related to delivery of a grant, via check or electronically.
• Respond to inbound calls and emails from clients and charities.
• Achieve and maintain a high level of accuracy with functional skills, desktop applications, and appropriate workplace equipment.
• Demonstrate a good proficiency and understanding of VC’s policies and guidelines for clients.
• Possess a high level of professionalism and customer service.
• Provide back‑up and support team members as needed.
• Support continuous improvement by providing feedback as applicable.
• Exercise the highest level of confidentiality and discretion with client and account information.
• Other duties as assigned.

Skills

Bachelor's degree in business

Economics

Finance

Internship experience

Proficiency in accounting

Customer support and client service

Proficiency in Excel

Business planning

Strong customer service

Education

Bachelor's degree in business, economics, or finance (2021+).

Job description

The Transactions Specialist (Operations Associate Contractor) role is responsible for assisting in donor and non-profit conversations and processing financial transactions in our recordkeeping system. This role involves working with donors, charities, and staff members to facilitate donor requests. You will be trained in several operation disciplines and work in various areas as workload requires.

Job Title: Transactions Specialist

The Transactions Specialist (Operations Associate Contractor) role is responsible for assisting in donor and non-profit conversations and processing financial transactions in our recordkeeping system. This role involves working with donors, charities, and staff members to facilitate donor requests. You will be trained in several operation disciplines and work in various areas as workload requires.

Responsibilities

• Complete routine data entry for financial transactions (contributions, grants, exchanges) and account information
• Maintain an understanding of VC and IRS approved charitable donation policies and practices
• Apply general knowledge of assigned transactions upon successful completion of training
• Support and sort inbound and outbound mail procedures
• Support transactional processes related to delivery of a grant, via check or electronically
• Respond to inbound calls and emails from clients and charities
• Achieve and maintain a high level of accuracy with functional skills, desktop applications, and appropriate workplace equipment
• Demonstrate a good proficiency and understanding of VC’s policies and guidelines for clients
• Possess a high level of professionalism and customer service
• Provide back‑up and support team members as needed
• Support continuous improvement by providing feedback as applicable
• Exercise the highest level of confidentiality and discretion with client and account information
• Other duties as assigned

Essential Skills

• Bachelor's degree in business, economics, or finance obtained in 2021 or more recent
• Internship experience or experience within a customer‑facing setting (e.g., hospitality, banking, collections, financial planning, loan processing, B2B)
• Proficiency in accounting
• Experience in customer support and client service
• Proficiency in Excel
• Business planning skills
• Strong customer service skills

Additional Skills & Qualifications

• Experience in a non‑profit setting is advantageous

Work Environment

This team consists of 15 members and requires onsite work 3 days per week (Tuesday, Wednesday, Thursday). The role entails a 37.5‑hour work week. During November and December, increased business hours and overtime may be required. Candidates must provide holiday/vacation requests prior to interviewing, which could impact candidate selection. The worksite is located at 45 Liberty Boulevard, Malvern, PA. The role offers a friendly and engaging atmosphere with the opportunity for extension or potential conversion after 6+ months in the role. This is a hybrid position.

Job Type & Location

This is a Contract position based out of Malvern, PA.

Pay and Benefits

The pay range for this position is $19.00 - $21.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job‑related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre‑tax and Roth post‑tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long‑term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Malvern,PA.

Application Deadline

This position is anticipated to close on Mar 14, 2025.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [e-mail] for other accommodation options.

We collect your phone number and email so that an Aston Carter representative can reach out to you regarding potential job opportunities. Please ensure that the phone number and email you provide are accurate, as an incorrect phone number or email may affect our ability to contact you.

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.