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, contribution substantiations, quarterly statements, etc.
• Assist in the maintenance of Operations related procedures and business policy documents
• Compile and complete Operations related reports in a timely manner
• Assist with the aged grant checks and the stop and re-issue process
• Independently identify Operations related issues and trends and recommend improvements to workflow efficiencies. Provide recommendations for system and procedure enhancements. Test and validate enhancements and procedure changes before “go live” elevations
• Support cross-training efforts within team and assist others to ensure team responsibilities are covered
• Achieve and maintain high level of efficiency with functional skills, desktop applications and appropriate workplace equipment and applications
• Demonstrate a good proficiency and understanding of VC’s policies and guidelines for our clients

Required Skills & Experience

• College degree or equivalent work experience
• One year of relevant business experience preferred
• People interaction and transaction activity/process experience preferred
• Strong attention to detail
• Strong problem resolution and time management skills
• Strong written and verbal communication skills
• Able to interact effectively and comfortably with prospects/donors, non-profit personnel, VC management and co-workers
• Ability and willingness to participate in team environment

You will be eligible to receive the following benefits:

• Medical Insurance - Four medical plans to choose from for you and your family
• Dental & Orthodontia Benefits
• Vision Benefits
• Health Savings Account (HSA)
• Health and Dependent Care Flexible Spending Accounts
• Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
• Hospital Indemnity Insurance
• 401(k)
• Paid Sick Time Leave
• Legal and Identity Protection Plans
• Pre-tax Commuter Benefit
• 529 College Saver Plan

Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.