Transactions Specialist - Entry Level

Aston Carter • Malvern, PA • 1d ago

Job Title: Transactions Specialist

Job Description

The Transactions Specialist role is essential in managing financial transactions, engaging with donors and non-profit organizations, and ensuring accurate record-keeping. This cross-departmental position requires flexibility and a commitment to facilitating donor requests through collaboration with various stakeholders.

Responsibilities

Complete routine data entry for financial transactions such as contributions, grants, and exchanges.

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.

Facilitate transactional processes related to the delivery of grants, both via check and 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 workplace equipment.

Demonstrate proficiency and understanding of VC's policies and guidelines.

Possess a high level of professionalism and customer service.

Provide back-up and support to team members as needed.

Support continuous improvement by providing feedback as applicable.

Exercise the highest level of confidentiality and discretion with client and account information.

Other duties as assigned.

Essential Skills

Bachelor's degree in business, economics, or finance obtained since 2021.

Internship experience or experience in a customer-facing setting such as hospitality, banking, collections, financial planning, loan processing, or B2B.

Proficiency in accounting, customer support, and client service.

Strong skills in Excel and business planning.

Excellent customer service abilities.

Additional Skills & Qualifications

Experience in a similar role within the financial or non-profit sector.

Strong problem-solving skills and attention to detail.

Work Environment

The work environment is hybrid, with onsite work required two days per week (Tuesday and Wednesday). The team consists of 15 members and operates a 37.5-hour work week. During November and December, there may be increased business hours and overtime required. Candidates are expected to provide holiday and vacation requests prior to interviewing. The friendly and engaging atmosphere offers a great opportunity for professional growth and potential role extension beyond the initial three months. The worksite is located at 45 Liberty Boulevard, Malvern, PA.

This position is moving extremely fast as this is an urgent need for the client. If interested, please send over your most up to date resume to ktrivigno @astoncarter.com along with your availability for a 10-minute phone call.

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 Jun 18, 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 astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.

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