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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
  • 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

Vacancy posted 3 days ago
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