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Operations Administrative Specialist

Insight Global

Are you a recent college graduate looking for an entry-level administrative opportunity? Look no further than this post! Apply now - we are setting up interviews as soon as this week.

  • Position: Operations Admin Specialist
  • Engagement Type: 9-month contract (W2)
  • Weekly Paychecks, Benefits Available Day 1 (Health, Vision, Dental)
  • Location: Westlake, TX
  • 5 days a week ONSITE
  • Hours: 8:00AM - 5:00PM
  • Start Date : Monday, August 10th

Program Details:

One of our clients is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund (DAF) account. A donor-advised fund account is a simple, flexible, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively.

Day to Day:

  • Handle incoming operational volume for the Charitable Service organization. This would include remediation of cases, contribution queue, processing of forms & paperwork, email box’s, Transfer of Asset follow-up, hotline calls, weekly reports, amongst other tasks.
  • Possible follow up on not-in-good-order work, requesting corrected paperwork or new paperwork based on situation.
  • Collaborate with business partners to provide efficient and effective service for advisors and donors

Must Haves:

  • BA/BS degree or equivalent experience highly preferred
  • Ability to work in a fast-paced environment by absorbing and applying complex information quickly.
  • Time management skills with the ability to organize, manage and prioritize priorities.
  • Ability to multi-task and handle a large quantity of volume at once, while maintaining a high level of accuracy
  • Capable of working effectively within a team environment with the utmost professionalism

Vacancy posted 11 hours ago
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