What are the responsibilities and job description for the Client Services Temp, Gift Giving position at Foundation Source Philanthropic Services?
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.
Key Responsibilities:
Run GiftWrap Reports 75%
- 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 activity 20%
- 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 5%
- Report on the status of ResVal at the weekly CS Staff Meeting
- Must be able to reliably commute to the Cambridge, MA office
- Must be able to work 15 hours a week, for 6 weeks
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
An Equal Opportunity Employer
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.