Operations Admin Specialist, Jr.
Spectraforce
Westlake, Texas
5 days ago
Job Description
Job Title – Operations Admin Specialist, Jr.
Location – Westlake, TX, 76262 – Hybrid – Mondays – Thursdays on site
Duration – 6 months
Job Description –
Client 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. We are a leading national donor-advised fund provider, having granted out to over 207,000 charities nationwide since our inception on behalf of our donors.
The Donor Operations group is primarily focused on the operational work submitted by our Donors and Advisors, making outbound calls, inbound call coverage and sending Advisor Centre Alerts. Timely and accurate processing of these items is critical for the success of our organisation. This position will report to the Team Manager of Donor Services and will have extensive exposure to skip-level leadership.
Unleash your expertise: what you are good at
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $23.00/hr.
Location – Westlake, TX, 76262 – Hybrid – Mondays – Thursdays on site
Duration – 6 months
Job Description –
Client 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. We are a leading national donor-advised fund provider, having granted out to over 207,000 charities nationwide since our inception on behalf of our donors.
The Donor Operations group is primarily focused on the operational work submitted by our Donors and Advisors, making outbound calls, inbound call coverage and sending Advisor Centre Alerts. Timely and accurate processing of these items is critical for the success of our organisation. This position will report to the Team Manager of Donor Services and will have extensive exposure to skip-level leadership.
Unleash your expertise: what you are good at
- This role participates in the Workplace Hybrid Program.
- Manage all incoming operational volume for the client. This would include remediation of cases, contribution queue, professional managed account processing of paperwork, Transfer of Asset follow-up, weekly reports, amongst other tasks.
- Reach out to Advisors and/or Donors on not-in-good-order work via the phone or electronic alert, requesting corrected paperwork or new paperwork based on various situations.
- Provide accurate, valid, and complete information by using the appropriate online and in-house resources.
- Actively seek new learning opportunities within your current role to increase scope and production
Applicant Notices & Disclaimers
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At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $23.00/hr.