Gift Processing Coordinator at Aux Talent in Roxbury Crossing, Massachusetts

Gift & Bill Pay Coordinator

Aux Talent is partnering with a Boston-based Private Family Office to find a Gift & Bill Pay Coordinator to support a highly sophisticated, multi-entity financial and administrative operation. This role sits at the center of day-to-day cash management, gifting administration, vendor coordination, and trust-related support for high-net-worth individuals and family entities.

Typical duties (but are not limited to):

• Client Bill Pay & Cash Management
• Vendor & Account Coordination
• Annual Exclusion Gifting Administration
• Trust & Tax Support
• Payroll & Checking Account Administration
• Cash Flow Reconciliation
• Charitable Gift Coordination
• Tuition, Insurance & Real Estate Payment Management
• Excel-Based Tracking & Reporting
• Research & Resolution of Uncashed Checks
• Annual Assent Process Coordination and Ad Hoc Trust

Requirements:

• 5-10 years of experience in bookkeeping, accounts payable, family office operations (a big plus!), gifting administration, or related financial support functions
• Exceptional attention to detail and accuracy
• Advanced proficiency in Excel and comfort learning new technologies
• Demonstrated discretion handling highly confidential financial and personal information
• Strong communication and interpersonal skills across clients, vendors, and internal stakeholders
• Ability to manage multiple priorities and deadlines independently
• Collaborative and service-oriented mindset with strong judgment and critical thinking skills
• Trust accounting, tax exposure, family office experience, and Peachtree/Sage experience are all considered strong pluses

Schedule: In office 4 days/week, WFH 1 day/week

Pay: 100-150K base + benefits

Location: Boston, MA