Grants Assistant

Fundamental Philanthropy, Inc.

1 week 5 days ago

Los Angeles

Administrative

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Job Summary

Fundamental is a boutique philanthropic and political consulting firm that works with individuals and families to help them use their resources (financial and otherwise) to build a more just, equitable, and connected world. Key Fundamental clients include:

We are committed to diversity, equity, and inclusion. We believe change happens when people with a wide range of backgrounds, experiences, identities, and perspectives come together with common purpose. We strongly encourage people from backgrounds traditionally underrepresented in philanthropy—including those who identify as Black, Indigenous, people of color, LGBTQ+, and those from diverse socioeconomic backgrounds—to apply.

Fundamental is seeking an assistant to serve as an integral member of the Operations team supporting the Grants Manager and the Program team at large. This role is responsible for supporting all aspects of grants processing across multiple client accounts. The Operations division of the firm serves as a connector across the firm’s many activities and engagements to ensure cohesive, collaborative, and aligned operational services and initiatives.

Responsibilities

Grants Processing

Accurately processing grants through their lifecycle, drafting award letters and grant agreements, submitting payment requests to the finance team, sending payment letters, collecting tax receipts from grantees, etc.

Tracking multi-year payment schedules and grantmaking budgets.

Communicating externally with grantees and internally with Program, Comms, Finance, and Legal teams.

Keeping the Grants Management Manual up to date, including developing standardized templates for grant recommendation memos, award letters, grant agreements, etc.

Salesforce/Data Management

Updating Salesforce with new grantee information to allow for more accurate and efficient reporting.

Records Management

Completing accurately all digital and physical grant files according to legal, auditing and foundation requirements.

Collecting and filing Conflict of Interest forms, non-disclosure agreements, participant releases, and other forms from relevant parties.

Maintaining and updating records of clients’ board affiliations and related paperwork.

Compliance Monitoring

Ensuring compliance with IRS regulations and foundation requirements for all grants.

Supporting the Grants Manager with annual foundation audits and tax filings.

Reporting

Preparing reports on grantmaking activities, history, and trends, as needed and requested by the Program team, clients, and the senior staff.

Other duties as assigned.

Qualifications

Experience and Desired Skills:

0-2 years’ experience working in a fast-paced office environment; prior history working with foundations, non-profit organizations, political campaigns or social change organizations a plus.

A bachelor’s degree in business administration, accounting, or a related field of study a plus.

Proficiency and comfort with database systems, inputting data and navigating systems effectively; Salesforce knowledge a plus.

Basic understanding of IRS and foundation-specific regulations a plus.

Excellent coordination and organization skills. Exceptional attention to detail and demonstrated ability to prioritize numerous tasks efficiently and effectively.

Good interpersonal communication (verbal and written). Natural ability to communicate openly to collaborate effectively.

Proven ability to deliver results and meet deadlines as part of a fast-paced office environment.

Proficient with Microsoft 365 applications (Outlook, Word, Excel, OneNote), Dropbox, Slack, Adobe Acrobat, Zoom, Miro, and Salesforce; comfortable working on a Mac.

We are seeking an individual who:

Wants to work for a company that is committed to doing good in the world and building meaningful relationships with colleagues and partners.

Works best in a nimble, fast-paced, relationship-driven culture that values creativity and iteration, and is comfortable with changing course and re-prioritizing as necessary.

Thrives in a collaborative team environment and has a collegial spirit in sharing ideas and receiving constructive feedback.

Takes initiative and is extremely resourceful.

Communicates effectively with a diverse, dynamic, and partially remote team.

Gets the job done with limited staff support.

Anticipates needs before others ask.

Loves to learn and brings an abundance mindset to all challenges.

Serves as a connector ensuring awareness of the Firm and Client’s work across all teams.

Is kind, positive, empathetic, flexible, and curious.

Demonstrates excellent judgment in exercising discretion and confidentiality.

Salary & Benefits

Fundamental is currently working via a hybrid model (three days in office, two remote), and we have a preference to have a candidate who lives in the Los Angeles area where our office is based.

Salary is commensurate with experience. The salary range for this position is $50,000-$60,000. This is a full-time, non-exempt position. A generous compensation package includes medical, dental and vision plans, a 401k plan, paid vacation, sick days and more.

Equal Opportunity Hiring Statement

Fundamental (FPI) is an equal opportunity employer. FPI provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender identification, sexual orientation, marital status, national origin, age, disability, or genetics. In addition to federal law requirements, FPI complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruitment, hiring, placement, promotion, termination, layoff, leaves of absence, compensation, and training. If you need assistance or an accommodation due to a disability, you may contact us via telephone at 310-314-8393.

How to Apply

Please email your resume and a cover letter to Andrea Sorin at connect@fundamental-inc.com.