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Securities Gift Admin / Administrative Assistant II

Calsoft Labs

Hybrid in Cambridge, Massachusetts • Yesterday

Easy Apply

Contract

32 - 35

Securities Gift Administrator

Talent Software Services, Inc

Hybrid in Cambridge, Massachusetts • 3d ago

Easy Apply

Third Party, Contract

$32 - $35

Job Details

Skills

Administrative Support
Attention To Detail
donor relation
Gift Management

Summary

Title: Securities Gift Admin / Administrative Assistant II

Location: Cambridge, MA 02138 - Hybrid

Duration: 03 Months

Key Responsibilities:

Communicate professionally and effectively with donors.
Manage donor inquiries and gift processing with accuracy and attention to detail.
Maintain organization while handling multiple donor requests and transactions.
Collaborate with team members to ensure excellent donor service and support.
Strong verbal and written communication skills.
Excellent organizational skills with the ability to manage multiple priorities and follow through on tasks.
Team-oriented mindset with strong collaboration skills.
Basic understanding of financial securities, including Stocks, Bonds, and Mutual Funds Proficiency with Microsoft Office applications, including Outlook, Excel, and Word Ability to learn and utilize internal systems (training provided).
Detail-oriented, dependable, and customer-service focused.
Comfortable working in a fast-paced environment while maintaining accuracy.
Interested in donor relations, gift administration, or financial services support.

POSITION DESCRIPTION
Records expected gifts into Securities Gift Manager (SGM) from email and phone inquiries
Provides DTC instructions to donors and brokers in response to Security Gifts phone and email inquiries
Assists with valuing security gifts
Maintains and updates information and documents in AA&D gift, customer relations management, and document management systems
Helps to process mail received for trust administration; coordinates checks received for processing and deposit
Provides administrative support as needed
Must adhere to periods of paid time off restriction at fiscal year and calendar year ends
May be required to work during some designated University holidays
AA&D embraces the values of diversity, inclusion, belonging, respect and transparency, and expects each team member to approach work in the context of these values
Due to the evolving nature of this newly integrated structure and the operational needs of Alumni Affairs and Development, these responsibilities may be adjusted in conformity with the level of this position

Basic Qualifications
1. High School graduate. College background preferred.
2. Proficiency with Microsoft Office and experience working with databases. Willingness and ability to learn new systems as necessary.
3. Discretion and past experience working with confidential data.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 10114742
Position Id: 9115373
Posted 1 day ago

Fitment

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Contact the job poster

Vivek Halan

Recruiter @ Calsoft Labs

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Summary

Title: Securities Gift Admin / Administrative Assistant II

Location: Cambridge, MA 02138 - Hybrid

Duration: 03 Months

Key Responsibilities:

Communicate professionally and effectively with donors.
Manage donor inquiries and gift processing with accuracy and attention to detail.
Maintain organization while handling multiple donor requests and transactions.
Collaborate with team members to ensure excellent donor service and support.
Strong verbal and written communication skills.
Excellent organizational skills with the ability to manage multiple priorities and follow through on tasks.
Team-oriented mindset with strong collaboration skills.
Basic understanding of financial securities, including Stocks, Bonds, and Mutual Funds Proficiency with Microsoft Office applications, including Outlook, Excel, and Word Ability to learn and utilize internal systems (training provided).
Detail-oriented, dependable, and customer-service focused.
Comfortable working in a fast-paced environment while maintaining accuracy.
Interested in donor relations, gift administration, or financial services support.

Dice Id: 10114742
Position Id: 9115373
Posted 1 day ago

Fitment