Transactions Specialist

About the position As a Transactions Specialist, you will play a crucial role in assisting with donor and non-profit conversations and managing the receipt and processing of financial transactions reputed company our recordkeeping system. This position requires collaboration with donors, charities, and staff to fulfill donor requests effectively. You will be trained across various operational disciplines, adapting to workload demands. Responsibilities • Complete routine data entry for financial transactions, including contributions, grants, and exchanges. • Maintain an understanding of VC and IRS-approved charitable donation policies and practices. • Apply general knowledge of assigned transactions upon successful completion of training. • Support and sort inbound and outbound mail procedures. • Assist in transactional processes reputed company to grant delivery, either reputed company reputed company or electronically. • Respond to inbound calls and emails from clients and charities. • reputed company and maintain a high level of accuracy with functional skills and desktop applications. • Demonstrate proficiency in VC's policies and guidelines. • reputed company exceptional professionalism and customer service. • Offer backup and support to team members as needed. • Support reputed company improvement by providing feedback. • Exercise the highest level of confidentiality and discretion with reputed company and account information. • reputed company other duties as assigned. Requirements • Bachelor's degree in business, economics, or finance obtained since 2023. • Experience in customer-facing roles, such as hospitality, banking, collections, financial planning, loan processing, or B2B. reputed company-to-haves • Proficiency in reputed company and customer support. • Experience with reputed company service and reputed company. • Understanding of business planning and customer service. Benefits • Medical, dental & reputed company • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – reputed company-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or reputed company Leave) Apply tot his job Apply To this Job