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Gift & Bill Pay Coordinator

The Hollister Group, Inc.

Boston, MA

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JOB DETAILS
SALARY
$100,000
SKILLS
Accounting, Accounts Payable, Asset Management, Bookkeeping, Cash Flow, Communication Skills, Detail Oriented, Disbursements, Documentation, Establish Priorities, Financial Management, Financial Services, Funding, Gift Management, High Net Worth, Microsoft Access Database, Microsoft Excel, Microsoft Office, Organizational Skills, Presentation/Verbal Skills, Spreadsheets, Team Player, Telephone Skills, Time Management, Transaction Processing/Management, Writing Skills
LOCATION
Boston, MA
POSTED
16 days ago
Client Operations Financial Specialist

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

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

Responsibilities:
  • 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.

Requirements:
  • 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.

Our Commitment to Inclusion & Belonging

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.

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#LI-DC1

About the Company

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The Hollister Group, Inc.

The Hollister Group, Inc. is a women-owned staffing consultancy built around four core values - open communication, passion, integrity, and community. Hollister takes an unparalleled approach to partnering with clients and talent to support them in realizing their personal and business goals. Our over 30 years in business is a testament to the value and energy we place in delivering a consistent experience of excellence and in focusing on the long-term relationship rather than the short-term transaction. This inspires the approach to everything we do. Our Staffing division partners with companies to transform the recruiting process, supporting them to easily recruit, select, and hire the right-fit talent. We collaborate with talent as hands-on advocates, supporting them fully throughout the hiring process. Our goal is extraordinary and sustained success for both hiring companies and talent. Our Staffing clients experience transparent communication and unparalleled ongoing support. Our Cultures division helps organizations with people-centric leaders at the helm to develop effective teams, maximize individual contribution, and transform their work culture to allow for sustainable creativity and impact. Our Cultures clients experience uncommon systemic transformation.

COMPANY SIZE
50 to 99 employees
INDUSTRY
Staffing/Employment Agencies
EMPLOYEE BENEFITS
Paid Sick Days, Performance Bonus, Prescription Drug Coverage, Professional Development, 401K, Employee Referral Program, Flexible Spending Accounts, Employee Events, Retirement / Pension Plans, Work From Home, Game Rooms, Life Insurance
FOUNDED
1988
WEBSITE
https://hollistergroup.com

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