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Grants Specialist — Donor-Advised Funds; Hybrid
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-02-14
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
Location: Westlake
A leading financial services firm in Texas is seeking a Giving Specialist to manage grant recommendations from clients to eligible charities. Responsibilities include processing and verifying grants, communication with various parties, and ensuring compliance with IRS regulations. The ideal candidate should have a BA/BS degree, at least 2 years of experience in financial services or non-profit, and excellent communication and problem-solving skills.
This role offers a hybrid work environment and various employee benefits.
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