Grant Coordinator

Foundation Source Philanthropic ServicesFairfield, CT
$55,000 - $60,000Hybrid

About The Position

The Grant Coordinator is responsible for the daily and recurring processing of grants — both internal and client-facing — as well as one-time and cyclical projects. This is a detail-driven, process-oriented role requiring careful attention to accuracy, compliance, and documentation. While primarily operational and internally focused, the Grant Coordinator may correspond with high-net-worth clients via email. The person in this role works closely with the Operations, Tax & Legal, and Client Services teams, applying rigor, consistency, and sound judgment to every task.

Requirements

  • Clear, precise written and verbal communication, with strong discretion and respect for client confidentiality
  • Deep proficiency with MS Word, Excel, Outlook, Adobe Acrobat, and Salesforce, with an interest in mastering the technical detail of these tools
  • Comfortable working independently with sustained focus, as well as collaboratively within a team
  • A methodical, meticulous approach to work, with genuine satisfaction in getting the details exactly right
  • Strong organizational skills and an exacting commitment to accuracy, consistency, and thorough documentation
  • Sound analytical judgment — able to identify discrepancies or process gaps and recommend well-considered solutions
  • A self-starter who takes ownership of tasks, manages a high volume of detailed work reliably, and maintains composure under deadline pressure
  • A conscientious, quality-focused mindset, with pride taken in producing accurate, polished work product, and openness to feedback as part of continually refining one's craft
  • A professional, measured demeanor when corresponding with internal and external contacts
  • Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.
  • Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.
  • Office: Must be able to reliably commute to the Fairfield, CT office for initial training, and as needed for meetings, etc.

Nice To Haves

  • Bachelor's degree preferred
  • 1-2 years of experience in a professional office environment (compliance or detail-oriented work a plus)
  • general knowledge of private foundation administration a bonus

Responsibilities

  • Review grant letters for compliance accuracy; enter, format, edit, and publish letters accompanying foundation grants to charities, working methodically from client-provided data.
  • Coordinate special handling instructions with clients and Private Client Advisors, including preparation of FedEx and USPS mailings/shipments with precision and care.
  • Contribute to departmental and cross-departmental projects aimed at refining processes and improving accuracy and scalability of services.
  • May include specialized processing for hardship assistance and scholarship award grants, ensuring strict accordance with approved program guidelines and compliance with internal SLAs and external regulatory requirements through disciplined record-keeping and follow-through.
  • Provide general client operations support.
  • Take on additional project work requiring careful analysis or process refinement, as needed.
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