Grant Coordinator

Key Responsibilities

• Review grant letters for compliance accuracy;
• enter, format, edit, and publish letters accompanying foundation grants to charities;
• coordinate special handling instructions with clients and Private Client Advisors;
• prepare FedEx and USPS mailings/shipments with precision and care;
• contribute to departmental and cross-departmental projects aimed at refining processes and improving accuracy and scalability of services;
• may include specialized processing for hardship assistance and scholarship award grants, ensuring strict accordance with approved program guidelines and compliance with internal SLAs and external regulatory requirements through disciplined record-keeping and follow-through.

Additional Duties/Ad Hoc Projects (10%)

• Provide general client operations support;
• take on additional project work requiring careful analysis or process refinement, as needed.

Requirements

• Desired Knowledge, Skills & Abilities:
• Clear, precise written and verbal communication, with strong discretion and respect for client confidentiality;
• deep proficiency with MS Word, Excel, Outlook, Adobe Acrobat, and Salesforce, with an interest in mastering the technical detail of these tools;
• comfortable working independently with sustained focus, as well as collaboratively within a team;
• a methodical, meticulous approach to work, with genuine satisfaction in getting the details exactly right;
• strong organizational skills and an exacting commitment to accuracy, consistency, and thorough documentation;
• sound analytical judgment — able to identify discrepancies or process gaps and recommend well-considered solutions;
• a self-starter who takes ownership of tasks, manages a high volume of detailed work reliably, and maintains composure under deadline pressure;
• a conscientious, quality-focused mindset, with pride taken in producing accurate, polished work product, and openness to feedback as part of continually refining one's craft;
• a professional, measured demeanor when corresponding with internal and external contacts;
• Bachelor's degree preferred; 1-2 years of experience in a professional office environment (compliance or detail-oriented work a plus), with general knowledge of private foundation administration a bonus.

Job Requirements for Hybrid Work Environment

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.
• Office: Must be able to reliably commute to the Fairfield, CT office for initial training, and as needed for meetings, etc.

Physical Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
• While performing the duties of this position, the employee is regularly required to talk or hear.
• The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls.
• The employee is occasionally required to stand; walk; sit; and reach with hands and arms.
• The employee must occasionally lift and/or move up to 15 pounds.
• Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
• The noise level in the work environment is usually low to moderate.

Salary Description

$55-60k