Senior Associate, DAF Operations (Temporary)

Senior Associate, DAF Operations (Temporary)

Department: Operations

Employment Type: Temporary

Location: Remote

Compensation: $46.00 / hour

Description

The Opportunity
This 9 month, temporary, remote full-time position plays a crucial role in supporting the smooth and efficient operation of our Donor Advised Fund program. Responsibilities include multiple operational functions such as grant processing, new account opening and incoming contribution processing, transaction entry and approval, and ensuring the quality and integrity of our donor advised fund data. This temporary role will allow current core team members to dedicate time to a major system implementation.  Candidates must be US-based and be able to work Eastern Time Zone hours of 9 am - 5:30 pm ET.

About ImpactAssets
ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, ImpactAssets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, ImpactAssets’ mission is to increase flows of capital to impact investing. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with more than $3 billion in assets under management and an activated community of 1,900+ clients. 

Key Responsibilities

Donor Advised Fund Administration·       Ensure contributions and new accounts are set up and reviewed/approved within service level agreement timelines·       Use attention to detail and logic to ensure transactional data quality·       Support grant due diligence, electronic verification, and approval, as needed·       Enter, review and approve various transaction types ·       Ensure proper instrument pricing for stock donations·       Ensure daily donor advised fund account values are updated and accurate·       Track account liquidity and identify transactions for processing through data feeds·       Utilize ticket management system for timely and transparent processing of all responsibilities·       Use judgement to escalate issues and requests appropriately Other·       Provide excellent customer service via phone and email, as needed·       Work cross-functionally with teams such as Client Engagement to ensure smooth operations and communication throughout the client life cycle·       Other ad hoc duties as required 

Qualifications

• Bachelor’s degree in finance, business, economics, or related field; least 5 years of experience in an operations, financial services or investment management/accounting role; OR equivalent combination of education and experience
• Preferred experience in a highly transactional operations role
• Required experience working with a DAF administration system
• Highly attuned organizational skills, attention to detail, professional demeanor
• Ability to work independently and prioritize competing demands
• Knowledge and passion for using investing as a means by which to engender social or environmental impact
• Demonstrated focus on continuous improvement and ability to identify and implement process improvements, especially through the use of systems and technology
• Demonstrated sense of urgency around processing and response timelines
• Resourceful in searching for responses to questions and developing solutions
• Proficiency with Microsoft 365 applications including Excel, PowerPoint, Word, Teams required
• Proficiency with cloud-based collaboration tools Box and Asana preferred
• Experience working in a virtual working environment required 
  
  

Benefits and Perks

• Hourly rate of $46/hour 
• Paid holidays and sick time 
• Values-driven culture

ImpactAssets is an Equal Opportunity Employer. We know our organization is at its best when we include, celebrate and embrace difference. We strive to be a diverse workforce that is representative of our mission, and where all can thrive and belong. We are committed to building a team that includes and respects a variety of voices, identities, backgrounds, experiences and perspectives! Apply