Gift and Bill Pay Coordinator

Gift and Bill Pay Coordinator at Confidential Gift and Bill Pay Coordinator at Confidential in Everett, Massachusetts Posted in about 4 hours ago.

Type:

full-time

Job Description:

My client, a confidential financial services firm, is seeking a Gift and Bill Pay Coordinator to join their team. This role is 5 days onsite in Boston. Competitive comp and fantastic benefits! The ideal candidate will have 10-15 years of relevant experience, including bookkeeping, accounts payable, gifting administration, and vendor coordination. Trust accounting experience is also preferred.

Position Highlights:

• Manage client bill payments, disbursements, transfers, and check deposits in accordance with firm guidelines and approval processes.
• Confirm that sufficient cash is available before processing transactions.
• Coordinate client vendor payments and related account updates, including name, address, and payment changes.
• Serve as the point person for the annual assent process.
• Coordinate the annual exclusion gifting, including processing gift transactions and generating the associated Crummey letters.
• Set up, manage, and administer 3 payrolls and 3 checking accounts.
• Peachtree/Sage experience is beneficial.
• Reconcile cash flows and payments and research uncashed checks.
• Provide backup reception support, including answering phones and greeting visitors.
• Coordinate annual charitable gifts and related payments.
• Assist the Tax Manager with gifting spreadsheets, payments, and deposits.
• Coordinate client tuition, real estate, and insurance payments.
• Maintain Excel tracking sheets, including real estate payments.
• Support ad hoc trust administration projects, as needed.