Philanthropic Services Operations Contractor

AUM+ is seeking a consultant to provide temporary administrative and operational support to our Philanthropic Services team. The team manages day-to-day client servicing and fund administration for donor-advised, pooled, and fiscally sponsored funds.

This engagement will focus on fulfilling client requests, maintaining fund records and documentation, and supporting transaction processing. We are looking for someone who is organized, detail-oriented, and comfortable coordinating with clients and internal teams.

Engagement Details:

• Time commitment: 30–40 hours per week

• Duration: 3–6 months

• Hourly rate: $35–$40, commensurate with experience

Scope of Work

Client and Fund Administration:

• Provide client services support, including administrative account updates, login assistance, and organizing the client services inbox.

• Support new fund enrollment, entering client information, and organizing supporting documentation.

• Support data updates and requests.

• Manage triage of inquiries with the appropriate AUM+ team members, including the VP Philanthropic Services.

Document Preparation and Coordination:

• Prepare documents for execution in line with established procedures.

• Coordinate DocuSign routing and follow up with internal stakeholders, fund staff, and project staff to ensure timely completion.

• Keep AUM+ Shared Drive records complete, organized, and aligned with 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.

Transaction Processing and Support:

• Enter transactions in systems using information from funds, clients, and AUM+ team members.

• Review details for completeness and work with team members to 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.

Relevant Experience and Skills

• Experience providing operational support, ideally in a client-facing role in philanthropic services or fund administration.

• Strong attention to detail and the 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.