The Accounts & Cash Coordinator is a key contributor to the financial and accounting departments, supporting daily cash operations that keep the organization running smoothly. This role offers the opportunity to work hands-on with cash requests, deposits, and inbound mail while providing critical administrative support. Ideal candidates bring a high level of accuracy and reliability, as well as a strong commitment to meeting deadlines.

This full-time position is based in Kansas City, MO, and reports to the Accounting Manager. This hourly, nonexempt employee works in the office Monday - Friday but has the potential to work remotely one day a week after a successful in-office training period. To ensure we provide quality service to our donors, this position requires full availability during the fourth quarter (peak season) due to critical year-end responsibilities and business deadlines. While we recognize and observe holidays, personal time off is limited to ensure the successful completion of essential year-end tasks.

Please submit a cover letter with your resume.

• Prepare grant payment reports for financial advisor-managed accounts, and initiate cash replenishment requests.
• Review and validate quarterly administrative fee invoices for accuracy prior to submission to financial advisor-managed accounts.
• Prepare cash journal templates and coordinate cash transfers in partnership with the investment team.
• Run weekly gift and transfer reports and coordinate timely movement of gifts into advisor-managed investment accounts.
• Oversee daily mail processing, including receipt, sorting, distribution, and electronic logging of checks and cash received.
• Partner with multiple internal teams to ensure timely, accurate communication and resolution of gift-related questions or concerns.

Qualifications

• Education & Experience: Associate degree with at least two years of related experience and/or training; or equivalent combination of education and experience. Previous accounting experience is a plus
• Technical Aptitude: Experience with Microsoft Office products with proficiency in Microsoft Excel (data entry and formatting). High technical aptitude and ability to learn new software quickly and thoroughly
• Financial Acumen: Excellent problem-solving skills and attention to detail. Ability to read, analyze, and interpret a variety of instructions and procedures; operate within current industry best practices
• Operational Agility: Ability to build professional relationships with internal and external stakeholders and successfully communicate verbally and in writing. Ability to operate in a highly collaborative environment, while working independently and being self-motivated.

Physical Requirements

• Office & Computer Work: Ability to work regularly at a computer terminal in a fast-paced environment with frequent interruptions.
• Noise & Communication: Able to work in an office with moderate noise levels. Ability to communicate and interpret detailed information effectively.

This job description is a summary of the employment-at-will relationship and not a contract. Not every responsibility is outlined; changes should be anticipated, and other duties will be assigned as necessary.