Gift and Bill Pay Coordinator

My client, a confidential financial services firm, is seeking a Gift and Bill Pay Coordinator to join their team.

This role is 5 days onsite in Boston. Competitive comp and fantastic benefits!

The ideal candidate will have 10-15 years of relevant experience, including bookkeeping, accounts payable, gifting administration, and vendor coordination.

Trust accounting experience is also preferred.

Position Highlights:

• Manage client bill payments, disbursements, transfers, and check deposits in accordance with firm guidelines and approval processes.

• Confirm that sufficient cash is available before processing transactions.

• Coordinate client vendor payments and related account updates, including name, address, and payment changes.

• Serve as the point person for the annual assent process.

• Coordinate the annual exclusion gifting, including processing gift transactions and generating the associated Crummey letters.

• Set up, manage, and administer 3 payrolls and 3 checking accounts.

• Peachtree/Sage experience is beneficial.

• Reconcile cash flows and payments and research uncashed checks.

• Provide backup reception support, including answering phones and greeting visitors.

• Coordinate annual charitable gifts and related payments.

• Assist the Tax Manager with gifting spreadsheets, payments, and deposits.

• Coordinate client tuition, real estate, and insurance payments.

• Maintain Excel tracking sheets, including real estate payments.

• Support ad hoc trust administration projects, as needed.