The Client Services Temp, Gift Giving will generate Gift Summary, FASB Liability, and State Reserve reports for Client Services (CS) clients and route them to Client Service Advisors for review. Once approved, they will save the reports in the appropriate client folders.

They will review reports submitted by institutional clients to ensure consistency with prior-year submissions and forward them to the CS Assistant for upload to the Milliman portal.

The employee will maintain accurate tracking of all assigned work using the Hive productivity tool and participate in all meetings related to Hive processes and updates.

Key Responsibilities:

Run GiftWrap Reports 75%

• Using GiftWrap, run Gift Summary, FASB liability and State Reserve Reports 
• Save reports to appropriate folders 
• Review institutional client reports for consistency with the previous year’s filing 
• Submit completed reports to Jahvari for distribution 

Track activity 20%

• Track ResVal activity in Hive 
• Use the Hive assignment feature to assign reports for review to Client Service Advisors 

Attend staff meetings and ad hoc meetings regarding ResVal 5%

• Report on the status of ResVal at the weekly CS Staff Meeting  

Requirements

• Must be able to reliably commute to the Cambridge, MA office
• Must be able to work 15 hours a week, for 6 weeks

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.    

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Using PG Calc’s suite of software products (GiftWrap, PGM Anywhere, ESA Next), manage administrative activity for Gift Administration and Endowment Sub-Accounting clients to ensure that client data, beneficiary payments, and reports are processed accurately in a timely manner. Responsible for performing gift administration and endowment sub-accounting administrative support functions in a fast-paced environment. Will have a portfolio of clients and be assigned to support a Relationship Manager assigned to the same portfolio.

Key Responsibilities:

Maintain client records and ensure accurate, timely input of client data (60%)

• Develop working knowledge of PG Calc’s GiftWrap, PGM Anywhere, and ESA Next software.  
• Set-up new organizations in the software, create new person and gift records, record gift terminations, and enter data changes (e.g. changes of address) in a timely and accurate manner. 
• Maintain client organization and donor documentation files following established procedures and deadlines. 
• Analyze financial statements to identify data to be added to database 
• Produce, analyze, and distribute client reports 
• Process termination paperwork for closed accounts. 
• Update market values according to client schedule  
• Update annual rates of return for charitable trusts and PIFs. 
• Provide tax accountant with required information throughout the year and at year end. 
• Review all work for data accuracy prior to giving to RM for review. 

Interact with a portfolio of clients and respond to client questions and concerns (20%)

• Respond to telephone calls, fax, and e-mail messages from a portfolio of Gift Administration and Endowment Sub-Accounting clients.  
• Resolve client questions, requests, and problems, or consult with Relationship Manager also assigned to your portfolio to assist in resolving client issue. 
• Utilize research reports to notify charities of data set changes (ie. beneficiary deaths). 
• Record client interactions in CRM 

Client Support & System Participation 20% 

• Manage a portfolio of Gift Administration and Endowment Sub-Accounting clients, serving as a primary point of contact for inquiries via phone, email, and other channels  
• Respond to client questions, requests, and issues in a timely manner, collaborating with Relationship Managers as needed to ensure resolution  
• Monitor research reports and communicate relevant data updates (e.g., beneficiary changes) to clients  
• Accurately document all client interactions in CRM systems  
• Participate in periodic testing of PG Calc’s GiftWrap software prior to release to support system quality and performance 

Requirements

Desired Knowledge, Skills & Abilities:

• Demonstrate exceptional attention to detail, ensuring accuracy and consistency across client data, reporting, and communications  
• Thrive both independently and collaboratively, confidently managing individual responsibilities while partnering with Relationship Managers to support shared client portfolios  
• Leverage experience with data management and reporting to analyze information, identify discrepancies, and deliver clear, actionable insights  
• Provide high-quality, responsive customer service, building trust with clients through professionalism, follow-through, and thoughtful problem-solving  
• Utilize Microsoft Office tools (especially Excel, Word, and Outlook) to efficiently manage workflows, analyze data, and produce polished client deliverables 

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. 
• Hybrid Work Commitment: Must be able to reliably commute to the office 2 days per week, Monday and Wednesday, and meet in-person collaboration requirements as needed. 

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.    

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

In this role, you will manage a defined portfolio of charitable and institutional clients, taking ownership of the full lifecycle of their charitable gift annuity annual filings. You will follow established processes to gather and review client data, prepare state-required forms, and ensure timely, accurate submission to regulatory agencies.

This position is well-suited for someone who takes pride in producing accurate work, enjoys working through structured processes, and values consistency and reliability. Success in this role comes from strong attention to detail, the ability to manage work independently, and a commitment to meeting important deadlines.

Key Responsibilities:

Client Portfolio Management (40%)

• Serve as a reliable point of contact for a portfolio of clients 
• Communicate clearly via phone, email, and Zoom to request required documentation and confirm filing needs 
• Guide clients through the process and ensure all required information is complete and accurate 
• Deliver consistent, professional, and responsive service 

Preparation & Filing of Regulatory Reports (40%)

• Gather and carefully review financial statements and supporting documentation 
• Prepare state-mandated annual and quarterly filings by following established procedures 
• Ensure accuracy, completeness, and compliance with state requirements 
• Submit filings through appropriate channels (mail, email, and online portals) while tracking deadlines 

Workflow & Process Management (10%)

• Maintain organized, up-to-date project records in Hive 
• Follow defined workflows and update project status regularly 
• Ensure all documentation is properly recorded and archived 

Training & Continuous Learning (10%)

• Participate in regular team meetings to review project status and priorities 
• Follow standard operating procedures (SOPs) and utilize recorded trainings 
• Build expertise in regulatory requirements and internal processes over time

Requirements

Desired Knowledge, Skills & Abilities:

• Strong attention to detail and a commitment to accuracy
• Ability to follow established processes and work independently with minimal oversight
• Strong organizational skills and the ability to manage multiple deadlines consistently
• Comfort working with structured, deadline-driven work
• Clear and professional communication skills
• Proficiency in Microsoft Office (Word, Excel, SharePoint)
• Experience working with PDFs and document editing tools
• Familiarity with Hive or similar project management tools is a plus

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.
• Hybrid Work Commitment: Must be able to reliably commute to the Cambridge, MA office 2 days per week and meet in-person collaboration requirements as needed.

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.   

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.