Job Title: Transactions Specialist

The Transactions Specialist role is responsible for facilitating donor requests by assisting in donor and non-profit conversations and processing financial transactions in our recordkeeping system. This position involves working with donors, charities, and staff members within the organization across various departments as required by workload demands.

• 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.
• Facilitate transactional processes related to the delivery of a grant, either via check or electronically.
• Respond to inbound calls and emails from clients and charities.
• Achieve and maintain a high level of accuracy with functional skills, desktop applications, and appropriate workplace equipment.
• Demonstrate proficiency and understanding of VC’s policies and guidelines.
• Possess a high level of professionalism and customer service.
• Provide back-up and support to team members as needed.
• Support continuous improvement by providing feedback as applicable.
• Exercise the highest level of confidentiality and discretion with client and account information.
• Other duties as assigned.

• Bachelor's degree in business, economics, or finance (obtained in 2023 or more recent).
• Internship experience or experience within a customer-facing setting (e.g., hospitality, banking, collections, financial planning, loan processing, B2B).
• Strong accounting skills.
• Proficiency in Microsoft Excel.
• Excellent customer service and client support capabilities.

• Experience in business planning.
• Experience in a non-profit setting is beneficial.

This position is part of a 15-member team, operating on a hybrid schedule with onsite work required two days per week (Tuesday and Wednesday or Thursday). The workweek is 37.5 hours. There is a blackout period for PTO from October 15 to January 15, except for Thanksgiving, Christmas, and New Year's Day. During November and December, increased business hours and overtime may be required, and candidates must provide holiday/vacation requests prior to interviewing. The worksite is located at 45 Liberty Boulevard, Malvern, PA.

This is a Contract position based out of Malvern, Pennsylvania.