Client Services Temp, Gift Giving

Foundation Source Philanthropic Services • Cambridge, MA

5d • Onsite

About The Position

The Client Services Temp, Gift Giving will generate Gift Summary, FASB Liability, and State Reserve reports for Client Services (CS) clients and route them to Client Service Advisors for review. Once approved, they will save the reports in the appropriate client folders. They will review reports submitted by institutional clients to ensure consistency with prior-year submissions and forward them to the CS Assistant for upload to the Milliman portal. The employee will maintain accurate tracking of all assigned work using the Hive productivity tool and participate in all meetings related to Hive processes and updates.

Requirements

• Must be able to reliably commute to the Cambridge, MA office
• Must be able to work 15 hours a week, for 6 weeks

Responsibilities

• Using GiftWrap, run Gift Summary, FASB liability and State Reserve Reports
• Save reports to appropriate folders
• Review institutional client reports for consistency with the previous year’s filing
• Submit completed reports to Jahvari for distribution
• Track ResVal activity in Hive
• Use the Hive assignment feature to assign reports for review to Client Service Advisors
• Attend staff meetings and ad hoc meetings regarding ResVal
• Report on the status of ResVal at the weekly CS Staff Meeting

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed