Grant Specialist, Operations
Charles Schwab, Littleton, CO, United States
Overview
At Schwab, you’re empowered to make an impact on your career. Innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in in‑office collaboration and expect the selected candidate to work on site in the specified locations.
Applicants must be currently authorized to work in the United States on a full‑time basis without employer sponsorship.
DAFgiving360™ is an independent nonprofit organization that increases charitable giving in the U.S. By 1999, it had recommended over $50 billion in grants to more than 295,000 charities. This position will be an employee of Charles Schwab & Co., Inc., subject to its policies and procedures, reporting to DAFgiving360 for day‑to‑day activities.
Responsibilities
Process grant recommendations submitted by DAFgiving360 account holders.
Enter grant information into the database and confirm organizations’ tax‑exempt status.
Verify grant designation to ensure compliance with DAFgiving360’s Program Policies and IRS requirements.
Correspond regularly with donors, clients, investment advisors, and charities.
Assist with inbound telephone calls from clients, financial advisors, and charitable organizations, providing basic donor‑advised fund account support.
Qualifications
BA/BS degree preferred.
Minimum of 2 years of experience in non‑profit, donor‑advised fund accounts, or financial services.
Excellent customer service skills and ability to communicate with affluent clients and their investment advisors.
High levels of individual ownership, emotional intelligence, and critical thinking.
Attitude of continuous improvement and creativity in process optimization.
Growth mindset: positive attitude, team orientation, enthusiasm, professionalism, and high integrity.
Highly organized and adaptable.
Benefits
Competitive salary with potential bonus or incentive opportunities.
401(k) with company match and Employee Stock Purchase Plan.
Paid vacation, volunteering time, and a 28‑day sabbatical after every five years of service (eligible positions).
Paid parental leave and family building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.
#J-18808-Ljbffr
At Schwab, you’re empowered to make an impact on your career. Innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in in‑office collaboration and expect the selected candidate to work on site in the specified locations.
Applicants must be currently authorized to work in the United States on a full‑time basis without employer sponsorship.
DAFgiving360™ is an independent nonprofit organization that increases charitable giving in the U.S. By 1999, it had recommended over $50 billion in grants to more than 295,000 charities. This position will be an employee of Charles Schwab & Co., Inc., subject to its policies and procedures, reporting to DAFgiving360 for day‑to‑day activities.
Responsibilities
Process grant recommendations submitted by DAFgiving360 account holders.
Enter grant information into the database and confirm organizations’ tax‑exempt status.
Verify grant designation to ensure compliance with DAFgiving360’s Program Policies and IRS requirements.
Correspond regularly with donors, clients, investment advisors, and charities.
Assist with inbound telephone calls from clients, financial advisors, and charitable organizations, providing basic donor‑advised fund account support.
Qualifications
BA/BS degree preferred.
Minimum of 2 years of experience in non‑profit, donor‑advised fund accounts, or financial services.
Excellent customer service skills and ability to communicate with affluent clients and their investment advisors.
High levels of individual ownership, emotional intelligence, and critical thinking.
Attitude of continuous improvement and creativity in process optimization.
Growth mindset: positive attitude, team orientation, enthusiasm, professionalism, and high integrity.
Highly organized and adaptable.
Benefits
Competitive salary with potential bonus or incentive opportunities.
401(k) with company match and Employee Stock Purchase Plan.
Paid vacation, volunteering time, and a 28‑day sabbatical after every five years of service (eligible positions).
Paid parental leave and family building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.
#J-18808-Ljbffr