The Boston Opportunity Agenda · 6 hours ago
Fund Administration Gifts and Receivables Coo
Boston, MA, US
Full-time
Hybrid
Mid Level
$58K/yr - $62K/yr
3+ years expThe Boston Opportunity Agenda is focused on improving educational and economic opportunities in Boston, and they are seeking a Fund Administration Gifts and Receivables Coordinator. This role is primarily responsible for processing incoming contributions, maintaining gift reports, and collaborating with internal departments and external stakeholders to ensure accurate gift processing.
Non-profit Organization Management
Responsibilities
Responsible for processing all gifts for all funds in a variety of asset types including checks, credit cards, securities, wires, and ACHs
Maintains gift notification reports and communicates to appropriate staff to ensure timely receipt and processing of all intended gifts
Coordinates with internal departments and external stakeholders, including donors, banks, and financial advisors—to ensure seamless and accurate gift processing
Prepares journal entries (dividends, investment pool transfers)
Supports manager in administering the scholarship process and preparing payments
Assists with preparation of quarterly fund statements
Monitors Fund Admin inbox for incoming communications
Serves as a backup for creating new donor advised funds in accounting system
Provides general support via Teams calls to assist grantees with grant-related questions and donors regarding their contributions
Cross trains on processing grants for donor advised funds
Enters manual grant requests from donors, as needed; and
Assists in the setting up of electronic funds transfer via ACH; as needed
Qualification
Required
Associate's degree or equivalent related experience required
Prefer three years related work experience, including strong database and data entry experience
Ability to handle multiple tasks simultaneously and efficiently
Ability to work under the pressure of tight deadlines
Ability to effectively manage own workload and prioritize tasks
Strong attention to detail
Customer Service experience and orientation
Proficient computer skills utilizing Microsoft Office products, including Outlook, Word and Excel
Excellent verbal and written communication skills, including strong telephone skills
Substantial and effective organizational skills
Ability to interact well with a diverse range of people
Preferred
Bachelor's degree or equivalent related experience preferred
Experience with Salesforce preferred
Experience with Financial systems
Familiarity with accounts receivables
Company
The Boston Opportunity Agenda
Dedicated to ensuring that all of Boston’s residents have the opportunity to acquire the education they need to find work in the region’s knowledge economy and to help them lead secure, fulfilling lives.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase