Contributions Senior Analyst – III
On-site · Westlake, Texas, United States
Job Summary
Contributions Senior Analyst – III role focused on ensuring accurate accounting and recording of contribution transactions for Fidelity Charitable’s donor-advised fund operations. Responsible for coordinating transfer of mutual fund contributions, delivering necessary paperwork to Fidelity’s Transfer of Assets team, and tracking pending transactions. Requires proactive engagement with internal business partners, transfer agents, advisors, and donors to facilitate timely delivery of contributions, maintain strong business relationships with Legal, Risk and Compliance, Program, RSS, TOA and Deliveries, and suggest process improvements to reduce risk and enhance efficiency. Emphasizes accuracy, timely work, escalation of aging items, and overtime flexibility during peak giving seasons. Must possess a bachelor’s degree and 2-3 years in financial or service industries, with knowledge of financial services and/or non-profit operations, and strong communication and problem-solving skills. Certifications and advanced Fidelity system knowledge (FBSI, XTRAC) are a plus, and being a team player who can influence without authority is valued.
Required Qualifications
- Bachelor’s degree
- 2-3 years Financial or Service Industry background
- Knowledge of the financial services and/or non-profit industry related to operations
- Strong attention to detail and follow-through
- Strong organizational, planning, multi-tasking, time management
- Ability to work under pressure and within tight deadlines
- Ability to identify and mitigate potential areas of risk
- Working knowledge of Fidelity systems (FBSI, XTRAC) a plus
- Strong verbal and written communication
- Good problem solving and escalation skills
- Team player with the ability to influence without authority
- Overtime flexibility (especially November & December – Giving Season)
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