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Maintain organized records for processed pledge documents and related support materials to ensure information is easy to retrieve and review
Enter donor and workplace contribution details into internal records with a high level of speed and accuracy
Examine pledge submissions for completeness, confirm designation details, and validate that supporting documentation meets processing requirements
Correct inaccurate donor or gift information so that contributions are applied in alignment with donor intent
Investigate and resolve payment or account discrepancies that appear during pledge handling and data review activities
Document donor communications, including questions, requested actions, resolutions, and required follow-up steps
Process checks and, when needed, support cash deposit handling while ensuring payments are recorded accurately and on time
Partner with finance leadership and the data management team to provide audit support, prepare pledge confirmations, and monitor the quality of entered data
Communicate directly with donors to address requests such as receipts, payment questions, and other account-related concerns
Requirements
Experience with data entry, data analysis, or records processing in a high-volume administrative or financial environment
Ability to review information carefully, identify inconsistencies, and take appropriate action to resolve discrepancies
Familiarity with donor management, payment handling, or contribution processing is strongly preferred
Comfortable supporting bank deposit activities and maintaining accurate transaction documentation
Strong written and verbal communication skills for interacting with donors and internal stakeholders professionally
Proficiency with computer-based systems and the ability to maintain precise, reliable records
Knowledge of fraud awareness, account review, or exception handling is a plus
Highly organized with the ability to manage multiple tasks while meeting daily processing expectations
Nice to have
Familiarity with donor management, payment handling, or contribution processing
Knowledge of fraud awareness, account review, or exception handling