Operations Associate

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...