City of Boston

Trust Office - Coordinator

Posted Date 4 weeks ago(8/23/2021 9:36 AM)
Req ID
2021-19953
Dept
Treasury-Treasury Division
Position
Regular Full-Time
Location
Tre Treasury-Treasury
Salary Min
54,775.39
Salary Max
76,426.88
Union
SU4
Openings
1
Contact Email
Richard.DePiano@boston.gov

Overview:

Brief Job Descriptin (essential functions of the job):

 

The City of Boston Treasury Department's Trust Division is seeking an individual to help serve Boston neighborhoods and communities by assisting in the coordination of Trust Office activities. The City holds more than 300 trusts that are dedicated to a wide range of philanthropic activities to benefit Bostonians. The Coordinator will support certain charitable assistance through the Trustees of Charitable Donations, a group of trusts in place to provide one-time assistance to residents in financial need as well as other city Trusts that provide small grants to organizations. Interaction with potential recipients may be handled by phone and/or in person. The Coordinator conducts initial assessments of applications for support including information about their cases, or projects researching and advocating for other appropriate public resources, and making referrals to other agencies and services both internal and external. The coordinator reports directly to the Trust Manager. The coordinator must be empathetic, but also be able to set boundaries, listen actively and ask pertinent questions, and possess strong communication skills.

Responsibilities:

  • Assists grant seekers by telephone and in person.
  • Ensures that all files, and other records, strictly comply with policies, regulations, and procedures.
  • Assesses applications and gather relevant information.
  • Offers information and supports applicants.
  • Contacts and makes referrals to other agencies and services.
  • Maintains accurate records and prepares reports.
  • Assists with similar duties related to other City trusts as required.
  • Performs related work as required

Minimum Entrance Qualifications:

  • A bachelor's degree in a related field plus two (2) years experience in philanthropy, social work or as a caseworker in a professional social service provider or equivalent experience can be substituted for a bachelor's degree.
  • Experience with grants and trust programs. Must have the ability to screen, assess and guide constituents through the City's Trust Programs and services offered.
  • Proven coordination skills to connect applicants to relevant public or private programs.
  • Demonstrate strong organizational skills and attention to detail. Multitask, establish priorities and meet deadlines. Strong customer service skills a must. Strong interpersonal skills and a willingness to work as part of a team.
  • Ability to communicate effectively orally and in writing, to make presentations, and to follow oral and written instructions.
  • Demonstrated ability to successfully work with diverse groups of people
  • Demonstrated ability to engage and support diverse internal and external stakeholders in collaborative working relationships preferred.
  • Ability to exercise confidentiality and discretion highly sensitive information and demonstrate sound judgment.
  • Candidates that are bilingual (speaking, reading, writing and translation) will be highly considered.
  • Experience with Microsoft Office and Google suite(s) is preferred.
  • Ability to exercise good judgement and focus on detail as required by the job.

Boston Residency Required.

 

Terms:

Union/SalaryPlan/Grade: RL-16

Hours per week: 35

 

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