Gift & Bill Coordinator

Our client, an asset management firm, is seeking an experienced Client Operations Financial Specialist to support their high-net-worth clients. This full-time, onsite role offers an excellent opportunity to be an integral part of a collaborative, well-established team that values professionalism, attention to detail, and work/life balance.

Compensation
: $100K-$130K with performance bonuses paid annually.

Potential offers vary based on experience level, qualifications.

Applicants must be able to work onsite in Boston, MA, 5 days per week to be eligible for this position.

• Lead client bill payments, disbursements, and transfers, ensuring all transactions comply with firm protocols and approval procedures.
• Verify available funds before executing payment requests.
• Organize vendor payments and update relevant account information, including contact details.
• Oversee the annual assent process with meticulous attention to detail.
• Manage annual exclusion gifting, process gift transactions, and prepare quarterly letters.
• Administer multiple payrolls and checking accounts, ensuring accuracy and timeliness.
• Reconcile cash flows and resolve uncashed check inquiries efficiently.
• Support with charitable donation payments and coordinate related documentation.
• Collaborate closely with the Financial Manager on gifting spreadsheets, deposits, and other financial projects.
• Provide backup reception duties: answer calls, greet visitors, and cover phone forwarding as needed.
• Contribute to ad hoc trust administration activities and other projects as required.

• 10-15 years of relevant experience in bookkeeping, accounts payable, gifting administration, and vendor coordination.
• Proven record of delivering precise work with exceptional attention to detail.
• Advanced proficiency in Excel, along with familiarity with Microsoft Office, and MS Access.
• Trust accounting experience is preferred.
• Strong communication skills, both written and verbal, with internal teams, clients, and vendors.
• Discretion in handling confidential personal and financial information.
• Service-minded with solid judgment, critical thinking, and a flexible, collaborative approach.
• Excellent organizational and time-management skills to prioritize work and meet deadlines independently.
• Interest in a long-term, family office environment; family office experience is a plus.
• Willingness to work additional hours as needed to accommodate urgent or seasonal demands.

The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.