Senior Administrator

3 weeks ago

Kingston, Canada Royal Bank of Canada Full time
h3>Senior Administrator, Philanthropic Services

Job Summary
**Please note: this job is located in Kingston**
What is the opportunity? As part of a growing RBC Royal Trust team, you will focus on supporting the Philanthropic Services business unit by providing efficient, accurate and quality client service. This is a new and exciting team within the Royal Trust business that delivers a philanthropic solution that combines wealth planning and charitable gift planning.

You will be accountable for performing a number of financial activities in support of the accurate tracking, processing, reconciliation, recording and reporting of transactions related to the administration of a charitable public foundation as it provides important administrative and philanthropic services to donors, professional advisors, financial service providers, and charities. b>

  1. Communicate directly with investment advisors, associates, donors, and charitable organizations to process requests submitted related to a charitable gift fund and public foundation administration.
  2. Process gifts of cash and securities in compliance with policies and procedures and grant disbursement requests.
  3. Prepare follow-up documentation pending processing a charitable gift transaction, a grant request and/or ongoing fund administration management.
  4. Assist in the collection, facilitation, and coordination of information and documentation to ensure foundation operations and charitable gift fund administration within their area of responsibility is carried out in accordance with the terms of program documents, relevant legislation, client needs, company policy, and department objectives.
  5. Perform other office, clerical, and support duties as required.

    Must Have:
    2 - 5 years related general administration, charitable foundation, and processing experience preferred.
    Client servicing or donor servicing experience, preferably within a financial services institution or charitable organization.

    Nice to Have:
    French language speaking and writing proficiency an asset.
    Previous experience within the charitable sector an asset.
    Previous experience in a wealth management firm administration.
    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
    Leaders who support your development through coaching and managing opportunities.
    Flexible work/life balance options.

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