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.