Aston Carter
Transactions Specialist "Operations Associate Contractor"
Must haves: Bachelor's in business, economics or finance since 2021 or more recent Internship experience OR experience within a customer facing setting (ex. - hospitality, banking, collections, financial planning, loan processing, B2B). The Transactions Specialist "Operations Associate Contractor" role at Vanguard Charitable is responsible for assisting in donor and non-profit conversations and acting on the receipt and processing of financial transactions in our recordkeeping system. It is expected that working with donors, charities, and staff members within the organization, will be part of the many activities this role will use to facilitate donor requests. This is a cross-department role, trained in several Operation disciplines and activities noted below, and working in various areas as the workload requires. Job description: Complete routine data entry for financial transactions (contributions, grants, exchanges) and account information Maintain an understanding of VC and IRS approved charitable donation policies and practices Apply a general knowledge of assigned transactions upon successful completion of training Support and sort inbound and outbound mail procedures Support transactional processes related to delivery of a grant, 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 a good proficiency and understanding of VC's policies and guidelines for our clients Possess a high level of professionalism and customer service Provide back-up and support team members as needed Support continuous improvement by providing feedback as applicable Exercise highest level of confidentiality and discretion with client and account information Other duties as assigned Skills: Accounting, customer support, Client Service, Excel, Bachelors Additional Skills & Qualifications: Bachelor's degree in business Internship experience OR experience within a customer facing setting (ex. - collections, financial planning, loan processing, B2B, or non-profit setting) Experience Level: Entry Level Pay and Benefits: The pay range for this position is $19.00 - $21.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan
Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type: This is a hybrid position in Malvern, PA. Application Deadline: This position is anticipated to close on Sep 19, 2025.
Must haves: Bachelor's in business, economics or finance since 2021 or more recent Internship experience OR experience within a customer facing setting (ex. - hospitality, banking, collections, financial planning, loan processing, B2B). The Transactions Specialist "Operations Associate Contractor" role at Vanguard Charitable is responsible for assisting in donor and non-profit conversations and acting on the receipt and processing of financial transactions in our recordkeeping system. It is expected that working with donors, charities, and staff members within the organization, will be part of the many activities this role will use to facilitate donor requests. This is a cross-department role, trained in several Operation disciplines and activities noted below, and working in various areas as the workload requires. Job description: Complete routine data entry for financial transactions (contributions, grants, exchanges) and account information Maintain an understanding of VC and IRS approved charitable donation policies and practices Apply a general knowledge of assigned transactions upon successful completion of training Support and sort inbound and outbound mail procedures Support transactional processes related to delivery of a grant, 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 a good proficiency and understanding of VC's policies and guidelines for our clients Possess a high level of professionalism and customer service Provide back-up and support team members as needed Support continuous improvement by providing feedback as applicable Exercise highest level of confidentiality and discretion with client and account information Other duties as assigned Skills: Accounting, customer support, Client Service, Excel, Bachelors Additional Skills & Qualifications: Bachelor's degree in business Internship experience OR experience within a customer facing setting (ex. - collections, financial planning, loan processing, B2B, or non-profit setting) Experience Level: Entry Level Pay and Benefits: The pay range for this position is $19.00 - $21.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan
Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type: This is a hybrid position in Malvern, PA. Application Deadline: This position is anticipated to close on Sep 19, 2025.