Coordinator, Friends Funds - Remote

Only for registered members Remote, United States

2 weeks ago

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Job summary

The Coordinator plays a critical role in supporting day-to-day operations and service delivery for donor-advised funds and philanthropic accounts.

The coordinator ensures smooth collaboration across internal departments, supports accurate recordkeeping and reporting, and serves as a key partner to Relationship Managers in delivering high-quality service to donors and charity partners.

Duties include coordinating all fund-related transactions,
  • Monitoring the status of open tasks,
  • Partnering closely with Relationship Managers,
  • Maintaining accurate records,
    • Conduct review and quality checks of documentation,
    • ,

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