Philanthropic Services Operations Contractor

Job not on LinkedIn

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $35 - $40 / hour

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

⚙️ Operations

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Assets Under Movement (AUM+)

WebsiteLinkedInAll Job Openings

201 - 500 employees

🤝 Non-profit

🤲 Charity

Non-profit • Charity

Assets Under Movement (AUM+) is a philanthropic infrastructure organization that moves capital in service of democracy and working people. Rooted in the legacy of the Amalgamated Foundation and the labor movement, AUM+ partners with individual donors, institutional funders, and collaborative initiatives to activate philanthropic capital quickly, flexibly, and with rigor. It provides donor services and grantmaking infrastructure — including donor-advised funds (DAFs), values-aligned investing, recoverable grants, collaborative/pooled funds, rapid response grantmaking, grants management, project incubation, compliance and governance support, and philanthropic advising — and emphasizes deploying capital (granting out over 75% of assets annually) to support movements and community-driven change.

📋 Description

• Provide temporary administrative and operational support to the Philanthropic Services team • Fulfill client requests and support day-to-day client servicing and fund administration for donor-advised, pooled, and fiscally sponsored funds • Provide client services support, including administrative account updates, login assistance, and organizing the client services inbox • Support new fund enrollment, enter client information, and organize supporting documentation • Support data updates and requests • Triage inquiries with appropriate AUM+ team members, including the VP Philanthropic Services • Prepare documents for execution according to established procedures • Coordinate DocuSign routing and follow up with stakeholders to ensure timely completion • Maintain complete and organized Shared Drive records according to naming and filing protocols • File grant agreements, MOUs, contribution verifications, transaction records, enrollment materials, and other required documents • Flag missing documentation and retrieve or share documents when requested • Enter transactions into systems using information from funds, clients, and AUM+ team members • Review transaction details for completeness and resolve gaps before entry • Support transaction approvals and posting to meet month-end bank reconciliation deadlines • Update Monday.com and Shared Drive trackers with transaction status and completion details • Coordinate with the Finance team on payments and transactions as needed

🎯 Requirements

• Experience providing operational support, ideally in a client-facing role in philanthropic services or fund administration • Strong attention to detail and ability to maintain accurate records • Clear communication and timely follow-through with clients and colleagues • Comfort working across software platforms, shared file systems, and tracking tools • Ability to follow established procedures and handle confidential information with care • Experience working in a fiscal sponsorship model (application question) • Experience providing client services to a diverse set of stakeholders (application question)

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