Transactions Specialist at Aston Carter
Tredyffrin Township, Pennsylvania, United States -
Full Time


Start Date

Immediate

Expiry Date

26 Jun, 26

Salary

21.0

Posted On

28 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Data Entry, Transaction Processing, Recordkeeping, Collaboration, Customer Service, Policy Adherence, Mail Handling, Grant Delivery, Inbound Communication, Accuracy, Confidentiality, Desktop Applications, Client Service, Excel, Business Planning

Industry

Staffing and Recruiting

Description
Job Title: Transactions Specialist - (ENTRY-LEVEL OPPORTUNITY) Job Description As a Transactions Specialist, you will play a crucial role in assisting with donor and non-profit conversations and managing the receipt and processing of financial transactions within our recordkeeping system. This position requires collaboration with donors, charities, and staff to fulfill donor requests effectively. You will be trained across various operational disciplines, adapting to workload demands. Responsibilities Complete routine data entry for financial transactions, including contributions, grants, and exchanges. Maintain an understanding of VC and IRS-approved charitable donation policies and practices. Apply general knowledge of assigned transactions upon successful completion of training. Support and sort inbound and outbound mail procedures. Assist in transactional processes related to grant delivery, either 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 and desktop applications. Demonstrate proficiency in VC's policies and guidelines. Provide exceptional professionalism and customer service. Offer backup and support to team members as needed. Support continuous improvement by providing feedback. Exercise the highest level of confidentiality and discretion with client and account information. Perform other duties as assigned. Essential Skills Bachelor's degree in business, economics, or finance obtained since 2023. Experience in customer-facing roles, such as hospitality, banking, collections, financial planning, loan processing, or B2B. Additional Skills & Qualifications Proficiency in accounting and customer support. Experience with client service and Excel. Understanding of business planning and customer service. Work Environment This position operates within a team of 15, reporting to leadership onsite two days per week (Tuesday, Wednesday, or Thursday). This is a 37.5-hour work week role with the possibility of increased business hours and overtime during November and December. Candidates must provide holiday/vacation requests prior to interviews, as this could impact selection. The worksite is located at 955 Chesterbrook Blvd, Chesterbrook, PA. This role offers a hybrid work environment with a friendly and engaging atmosphere, and the potential for extension or conversion after 6+ months. Job Type & Location This is a Contract position based out of Chesterbrook, PA. 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 Chesterbrook,PA. Application Deadline This position is anticipated to close on Apr 5, 2026. 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 for other accommodation options.
Responsibilities
The Transactions Specialist will assist with donor and non-profit conversations while managing the receipt and processing of financial transactions within the recordkeeping system. Responsibilities include routine data entry for contributions, grants, and exchanges, and assisting with grant delivery processes.
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