Gift Processing Coordinator at Aux Talent in Brookline Village, Massachusetts
disABLEDperson Inc
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
- 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
Requirements:
Schedule: In office 4 days/week, WFH 1 day/week
Pay: 100-150K base + benefits
Location: Boston, MA
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