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

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.