The Role:
The Operations Processing Clerk will be responsible for a range of tasks that support the day-to-day operations of our public foundation and its’ 300+ DAF accounts.
Duties include but are not limited to:
– Processing charitable grant requests
– Working directly with charities on payment processing
– Assisting with DAF Account and/or investment account set-up
– Assisting with electronic filing, donor portal uploads, investment statement downloads
– Assisting with quarterly DAF account reporting
– Support client service and finance teams with project work, as needed
– Occasional assistance in general office administration duties
Qualifications
– 5+ years in detailed transaction processing role with a professional financial firm
– Experience with CRM/database management
– Strong attention to detail and problem-solving skills
– Familiarity with investment statements
– Proficiency in Microsoft Office, including Word, Excel, Outlook and CRM
– Well-organized and able to manage time independently
Core Competencies
– Excellent skills working in multiple systems, including proprietary software
– Collaborative within the organization
– Flexibility required for growth in an entrepreneurial environment
– Philanthropic spirit
Candidates must be legally employable in Canada to be considered for employment.
Please note: This is an in-office position, and a remote work option will not be considered.
