Job Description

The position will be responsible for donor fund accounting and cash management for The Signatry donor advised funds in our Give Interactive software platform. This position will manage funds movement within the system, complete bank reconciliations and prepare journal entries for upload to our accounting software. This position will serve as the primary point of contact with our bank to ensure all banking related issues are addressed and resolved.

Primary Responsibilities:

1. Complete month end closing for the donor advised fund activity in Give Interactive, including preparing and recording journal entries, completing account reconciliations, and developing variance analysis.

2. Manage the money movement function within Give Interactive ensuring that all funds are properly accounted for at the donor fund level. This will involve developing a sound understanding of the Give System, the investment pools, advisor managed accounts and our bank accounts.

3. Manage the treasury management functions for the donor advised funds banking activity including:

• § Manage cryptocurrency donations
• § Positive Pay
• § Charity ACH payment corrections
• § Research and resolve any issues with wire or ACH instructions
• § Address and resolve check printing issues

4. Complete monthly bank reconciliations for our contribution and grant accounts, and our investment pools, including ensuring complete documentation and audit trail is maintained between Give Interactive, the bank, the custodian(s), and our Intacct accounting software.

5. Partner with the Donor Fund Analyst to ensure that all advisor managed account activity and investment positions are posted in Give Interactive and reconciled to the brokerage account statement monthly.

6. Prepare all journal entries for the donor fund activity in Give Interactive and upload to our Intacct accounting software. Complete and maintain all account reconciliations and the audit trail between Give Interactive and Intacct. Develop and prepare reporting for analysis, KPIs and overall documentation.

7. Develop and maintain documentation for accruals, cash reconciliations and other journals to comply with The Signatry accounting policies, internal controls and to support the annual external audit and the 990-tax return.

8. Complete other assignments and projects as assigned.

Work Location:

This position is full time and located in our Corporate office in Overland Park, KS. This position can be a hybrid position combining work from home and in office.

Applicants have rights under Federal Employment Laws:

Equal Employment Opportunity

Employee Polygraph Protection Act (EPPA)

Family and Medical Leave Act (FMLA)

Job Description

The Gift Processing Coordinator position ensures the accurate recording and receipting of gifts into donor advised funds (DAFs) at The Signatry. This position has significant responsibilities in the areas of data entry, gift entry, and donor stewardship that requires a good working relationship with the rest of the Donor Care, the Finance team, and other internal and client-facing colleagues.

Primary Responsibilities:

1. Process gifts (cash, checks, securities, credit cards, bank drafts, etc.) based on current policies and procedures, utilizing the Give Interactive platform
2. Responsible for keeping the gift receipt and statement process accurate, timely, and on track.
3. Use the Merchant Capture system to deposit paper checks to our bank account.  Prepare the deposit report and provide to Finance to support the bank reconciliations for each deposit.
4. Receives gift information from diverse sources, researching to complete and verify missing details in preparation for data entry.
5. Collaborates with the Donor Care team to serve donors with welcome correspondence, gift inquiries, and follow up on donor problems where appropriate.
6. Disseminates information that may require explanation and interpretation of departmental policies and procedures to donors, staff, and Board members.
7. Answers or refers inquiries from donors, ministries, advisors, and the general public regarding established policies and procedures.
8. Maintains confidentiality of donor information.
9. Responsible for creating, maintaining, and updating files and record-keeping systems; paper and/or electronic.
10. Share in clerical/administrative support for the Donor Care team including answering telephones and taking accurate messages, as needed

Work Location:

This position is located at our corporate office in Overland Park, KS.

Job Description

The AMA Support Specialist position is responsible for developing and maintaining a clear and efficient information workflow to implement Advisor-Managed Accounts (AMAs) at The Signatry. AMAs are Donor Advised Funds (DAFs) where the Donor can utilize his or her personal financial advisor to manage investment selections within their DAF. Externally, the position develops strong working relationships with Advisor back offices as The Signatry opens new accounts and manages the account through the lifetime of the DAF.

Primary Responsibilities:

1. Reviewing and filing AMA and custodian paperwork related to establishing new AMA accounts as requests are received. Each custodian, i.e., Fidelity, Schwab, TD Ameritrade, has a different process and forms for establishing new accounts on their platform. The incumbent must be able to learn the different processes and work effectively with the rest of The Signatry team to confirm that the paperwork is correct and fully executed. This also requires the ability to work in a fast-paced environment, particularly during peak times at year end.
2. Maintain the work flow spreadsheets and workbooks to confirm that all necessary items are received and properly executed, communicating any missing items to the AMA Senior Account Managers.
3. Clearly communicating within the AMA team as well as internally across other The Signatry departments, primarily Donor Care and Finance. This position must be a trusted contact within The Signatry for AMAs.
4. Ultimately learn to process fund movements between the AMA account and the DAF, ensuring that funds are available timely to fulfill charitable grant requests by the Donor. This requires collaboration and coordination with Donor Care, Finance, and the AMA Team, utilizing the Give Interactive technology platform.

Work Location:

This position can be located in our Corporate office in Overland Park, KS or can be considered a remote position based upon the candidate.

Job Description

Position Purpose:

The Content Marketing Specialist manages marketing for three primary audiences as The Signatry through content and communication initiatives. They will write and create on a daily basis for a variety of topics, including emails, blogs, collateral, and social media. Bringing fresh ideas to the table to generate engagement is critical to this position’s success. It requires daily collaboration cross-departmentally to support functions as they serve our target audiences. This position must be able to balance details with creative vision.

Role can be remote or in Kansas City.

PRIMARY RESPONSIBILITIES

Blogs

• Support Ministry and Advisor authors with blog content and proofing
• Pursue outside guest author relationships
• Write, edit, and publish blogs
• Manage content calendar with Director of Marketing

Emails

• Write, design, and manage emails and automations for audiences and related segments.
• Support organization on additional email campaigns as needed
• Manage email calendar with Director of Marketing

Content & Collateral

• Write new collateral for target audiences
• Coordinate with designers for creation of new materials
• Write content for annual and quarterly reports
• Write content to support digital content strategy
• Maintain website content updates
• Write social media content for target audiences & collaborate with marketing team for additional needs

Customer Success

• Write and maintain platform communication
• Support customer service teams with content needs
• Assist Data Analyst in survey development
• Write updates for fundraising initiatives
• Update investment quarterly performance

KEY QUALIFICATIONS AND SKILLS

– 3+ years in content writing

– Experience with email campaign and content management systems required

– Experience with Adobe (InDesign, Illustrator, Photoshop) preferred

– Social media channel experience required

– Video editing skills preferred

– Strong communication and people skills

– Ability to adapt quickly; work in a collaborative environment