The Grant Coordinator is responsible for the daily and recurring processing of grants — both internal and client-facing — as well as one-time and cyclical projects. This is a detail-driven, process-oriented role requiring careful attention to accuracy, compliance, and documentation. While primarily operational and internally focused, the Grant Coordinator may correspond with high-net-worth clients via email. The person in this role works closely with the Operations, Tax & Legal, and Client Services teams, applying rigor, consistency, and sound judgment to every task.

Key Responsibilities:

Grant Processing (90%)

• Review grant letters for compliance accuracy; enter, format, edit, and publish letters accompanying foundation grants to charities, working methodically from client-provided data.
• Coordinate special handling instructions with clients and Private Client Advisors, including preparation of FedEx and USPS mailings/shipments with precision and care.
• Contribute to departmental and cross-departmental projects aimed at refining processes and improving accuracy and scalability of services.
• May include specialized processing for hardship assistance and scholarship award grants, ensuring strict accordance with approved program guidelines and compliance with internal SLAs and external regulatory requirements through disciplined record-keeping and follow-through.

Additional Duties/Ad Hoc Projects (10%)

• Provide general client operations support.
• Take on additional project work requiring careful analysis or process refinement, as needed.

Desired Knowledge, Skills & Abilities:

• Clear, precise written and verbal communication, with strong discretion and respect for client confidentiality
• Deep proficiency with MS Word, Excel, Outlook, Adobe Acrobat, and Salesforce, with an interest in mastering the technical detail of these tools
• Comfortable working independently with sustained focus, as well as collaboratively within a team
• A methodical, meticulous approach to work, with genuine satisfaction in getting the details exactly right
• Strong organizational skills and an exacting commitment to accuracy, consistency, and thorough documentation
• Sound analytical judgment — able to identify discrepancies or process gaps and recommend well-considered solutions
• A self-starter who takes ownership of tasks, manages a high volume of detailed work reliably, and maintains composure under deadline pressure
• A conscientious, quality-focused mindset, with pride taken in producing accurate, polished work product, and openness to feedback as part of continually refining one's craft
• A professional, measured demeanor when corresponding with internal and external contacts
• Bachelor's degree preferred; 1-2 years of experience in a professional office environment (compliance or detail-oriented work a plus), with general knowledge of private foundation administration a bonus

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.
• Office: Must be able to reliably commute to the Fairfield, CT office for initial training, and as needed for meetings, etc.

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.