Sr. Operations Admin Specialist

Job Title:

Sr.

Operations Admin Specialist Duration:

9 months

Location:

Westlake, TX Job Description:

Manager is looking for candidates that are committed to working onsite for the entire assignment. This position will report to the Team Manager of Donor Services and will have extensive exposure to skip level leadership. Workers to be on site 4 to 5 days at Westlake, TX office. Please Note - There will be blackout periods for the holiday season. The candidate will have the Client's holidays off. 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.

Responsibilities:

Handle incoming operational volume for the Client's Service organization. This would include remediation of cases, contribution queue, processing of forms & paperwork, email box's, Transfer of Asset follow-up, hotline calls, weekly reports, amongst other tasks. Possible follow up on not-in-good-order work, requesting corrected paperwork or new paperwork based on situation. Collaborate with business partners to provide efficient and effective service for advisors and donors.

Engage your talents:

what you'll have. Good Communications skills. Able to work in a Team environment.

Requirements:

BA/BS degree or equivalent experience highly preferred. Ability to work in a fast-paced environment by absorbing and applying complex information quickly. Time management skills with the ability to organize, manage and prioritize priorities. Ability to multi-task and handle a large quantity of volume at once, while maintaining a high level of accuracy. Capable of working effectively within a team environment with the utmost professionalism.