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Grant Specialist, Operations

Charles Schwab

Full-timeLone Tree, COOn-siteFinancePosted 2 weeks ago

$27.88 - $33.65/hr

About the Role

This position involves office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. **applicants must be curren...

Responsibilities

  • office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. **Applicants must be currently authorized to work in the United States on a** **full
  • time basis without employer sponsorship.**
  • advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $50 billion in grants to more than 295,000 charities.
  • advised fund. The Giving Specialist role entails entering grant information into our database, confirming an organizations’ tax
  • exempt status and contact information, and verifying the designation of the grant to ensure it meets DAFgiving360’s Program Policies and IRS

Requirements

  • advised funds. Giving Specialists correspond regularly with donors, clients, investment advisors and charities.
  • advised fund accounts and desire to assist clients in processing their grant recommendations.
  • Effective communication (e.g., ability to present information accurately and confidently to both internal and external clients/customers, both in written and oral form).
  • Demonstrated experience applying policies and guidelines (e.g., IRS guidelines) and reviewing documents for accuracy and compliance.
  • Demonstrated experience with creative problem
  • solving (e.g., adaptive mindset, prioritization, task management, critical thinking).
  • Customer Orientation – Demonstrated concern for satisfying one’s external and/or internal customers
  • Adopts professional approach to customers

Compensation

  • Base pay: $27.88 - $33.65/hr

Why this role might be a fit

Schwab's 401(k) matches up to 5% plus an Employee Stock Purchase Plan (ESPP) at 15% discount. Paid sabbatical every 5 years rewards tenure. The Lone Tree campus off I-25 is Schwab's major Colorado hub with on-site amenities and direct access to Park Meadows. You're joining a Fortune 500 with $8+ trillion in client assets.

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