Job Description

Our client, a leading financial services organization is looking for an Operations Associate to join their team in Malvern, PA!


***This is a hybrid 6-month contract to hire position. Candidates are expected to work onsite 3 days/week in Malvern, PA**


What You Will Be Doing

  • Respond to inbound calls and emails from clients and charities
  • Complete routine and complex data entry for financial transactions (contributions, grants, exchanges) and account information
  • Maintain an understanding of VC and IRS approved charitable donation policies and practices, and accept donations within those parameters
  • Conduct research on grant requests by verifying they are in compliance with VC policies and procedures, IRS and OFAC guidelines
  • Support inbound and outbound mail procedures and reporting. Assist with the review and approval of final outputs – grant checks and letters, contribut...

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