• Transactions Specialist

    Aston Carter (Malvern, PA)


    Description

    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. and applications - 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

     

    Top Skills Details

     

    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.

    About Aston Carter:

    Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

     

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

     

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.