Gift Securities Operations Associate

**Please note that this is an 18-month fixed-term position

Gift Securities Assistant reports to the Director of Gift Securities in the Controller’s Office within Financial Management Services, Business Affairs. The Gift Securities team is responsible for facilitating the transfer of all gifts of appreciated securities to the university as well as managing the valuations, liquidations and collections processes for each gift. The Gift Securities Operations is integral in supporting the day-to-day operations of tracking all the details of each gift and preparing it for processing.

Core Duties:

• Review, process, gather, and compile accounting transactions anddocuments for completeness, accuracy, and compliance.

• Review transactions, support documents, journal postings, etc.for accuracy, consistency, authorizations and compliance. Monitortransactions in accounting systems for clearing and outstandingitems.

• Compile, maintain, and review data and daily reports foraccuracy. Generate standardized financial reports.

• Resolve transactional inquiries, escalate broaderissues.

• Respond to transactional inquiries from client groups.

• May be responsible for p-card administration, processing, travelcards and expendable reimbursements.

• May establish accounts in financial systems; prepareinvoices.

• Participate in new initiatives, as needed such as usertesting.

• Maintain accounting/finance departmental files and desktopprocedures and process documents for area of responsibility. Ensurecompliance with University policies, and federal regulations andrequirements.

Minimum Education andExperience

High School diploma or equivalent and two years’ work experience.

Knowledge, Skills and Abilities:

• Knowledge of basic accounting procedures.

• Ability to operate computerized office applications andaccounting systems.

• Ability to clearly and effectively communicate information tointernal audiences and client groups.