Michael Page
Location
City of London, Greater London | United Kingdom
Job description
* Liaise and align with the Grants team, Operations team, and Development team.
* Act as a subject matter expert on account set up, management and contribution processing.
* Open new accounts and verify that all data and documentation is complete, verified, and accurate.
* Assist with account updates and contribution error processing when they occur.
* Support the Operations department who are accountable for processing gift receipts and all cash, security, and other contributions from donors.
* Communicate with donors and financial advisors, as necessary, to resolve issues, address enquires and provide general support.
* Act as first point of contact for inbound calls and emails from donors, advisors, and charities.
* Oversee case management within Salesforce for inbound enquiries to ensure timely resolution of outstanding issues.
* Provide reports and analysis on call, email, and case management activities.
* Respond to inbound enquires on our single gift Designated Fund service.
* Clearly articulate the Designated Fund proposition to donors, their advisors, and charities.
General
* Provide direction and communication to Development, Operations, and Grants teams so that donor and advisor queries are answered in a timely, efficient, and knowledgeable manner.
* Ensure the completeness of data within NPT systems.
Job tags
Salary
£55k - £60k per annum
