What are the responsibilities and job description for the Gift and Bill Pay Coordinator position at Confidential?
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.
Salary : $100,000 - $150,000