Gift & Bill Pay Coordinator

Client Operations Financial Specialist

Our client, an asset management firm, is seeking an experienced Client Operations Financial Specialist to support their high-net-worth clients. This full-time, onsite role offers an excellent opportunity to be an integral part of a collaborative, well-established team that values professionalism, attention to detail, and work/life balance.

Compensation : $100K-$130K with performance bonuses paid annually
*Potential offers vary based on experience level, qualifications

Applicants must be able to work onsite in Boston MA, 5 days per week to be eligible for this position.


Responsibilities:

• Lead client bill payments, disbursements, and transfers, ensuring all transactions comply with firm protocols and approval procedures.
• Verify available funds before executing payment requests.
• Organize vendor payments and update relevant account information, including contact details.
• Oversee the annual assent process with meticulous attention to detail.
• Manage annual exclusion gifting, process gift transactions, and prepare quarterly letters.
• Administer multiple payrolls and checking accounts, ensuring accuracy and timeliness.
• Reconcile cash flows and resolve uncashed check inquiries efficiently.
• Support with charitable donation payments and coordinate related documentation.
• Collaborate closely with the Financial Manager on gifting spreadsheets, deposits, and other financial projects.
• Provide backup reception duties: answer calls, greet visitors, and cover phone forwarding as needed.
• Contribute to ad hoc trust administration activities and other projects as required.

Requirements:

• 10-15 years of relevant experience in bookkeeping, accounts payable, gifting administration, and vendor coordination.
• Proven record of delivering precise work with exceptional attention to detail.
• Advanced proficiency in Excel, along with familiarity with Microsoft Office, and MS Access.
• Trust accounting experience is preferred.
• Strong communication skills, both written and verbal, with internal teams, clients, and vendors.
• Discretion in handling confidential personal and financial information.
• Service-minded with solid judgment, critical thinking, and a flexible, collaborative approach.
• Excellent organizational and time-management skills to prioritize work and meet deadlines independently.
• Interest in a long-term, family office environment; family office experience is a plus.
• Willingness to work additional hours as needed to accommodate urgent or seasonal demands.

Our Commitment to Inclusion & Belonging

The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

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