Associate, Charitable Investment Programs

6 months ago

Vancouver, Canada Charitable Impact Full time

**About Charitable Impact**

Charitable Impact is here to help each and every generous Canadian create the meaningful change they seek in the world. Through the unique combination of our online giving tools, consultation services, and Donor Advised Fund - we equip donors (at any budget level) to manage all of their giving from one convenient place, engage their communities to amplify their impact, and donate in a variety of ways from cash to publicly traded stocks.

**We take care of each other**

Our team members enjoy competitive salaries, purposeful perks, and a culture that gives back and has fun doing it. We support each other, learn from one another, and grow together. We're on an adventure to make giving an intentional and joyful part of daily life So, come and join us, and let's build a brighter future together.

**What you’ll do**

As a key representative of our Charitable Investment Programs team, you will provide professional and detail oriented operational support to financial advisors, their teams, and other team members at Charitable Impact. You will work closely with the Account Managers and Director of Charitable Investment Programs to develop systems and processes to manage and grow advisor team relationships, facilitate transactions of publicly traded securities, and ensure the accurate and timely maintenance of account and client records.

**This position is a 16-month temporary contract covering a maternity leave.**

**We are a hybrid office, with team members working from home and in our Vancouver office. This is a hybrid role and requires in-person office attendance at least one day per week.**

**Your responsibilities**
- Collaborate with the Account Managers and Director of Charitable Investment Programs to execute an annual business plan focused on the development of long-term relationships with financial advisors, and drive Charitable Investment Program business targets utilizing a team-based approach
- Open new investment accounts and maintain accurate records of transactions and client records, with a focus on streamlining processes, increasing efficiencies, and ensuring the highest level of data security
- Support the full advisor/donor lifecycle (advisor onboarding, account opening, ongoing relationship management and support) while identifying opportunities to promote Charitable Impact’s services
- Facilitate donations of publicly traded securities and other assets
- Identify and champion opportunities to improve the user experience of financial advisors, their teams, and donors
- Assist with the production of quarterly account statements, process quarterly account fees, and manage our Salesforce CRM database
- Provide support to financial advisors and their teams by responding to queries, finding solutions to problems, and seeking useful feedback
- With a lens on risk mitigation and compliance, identify ways to improve our gift acceptance systems to ensure the smooth operation of the Charitable Investment Programs
- Support other teams within Charitable Impact including Donor Engagement and Experience, Cause Funds and Finance

**What we're looking for**
- Completion of a Bachelor’s degree in finance or accounting
- 2+ years experience in the wealth management industry, preferably in a client-facing role
- Outstanding oral and written communication skills
- Ability to prioritize tasks and multiple projects under demanding circumstances
- Relationship building skills and a proven track record of being able to meet and exceed targets
- Exceptional customer service and attention to detail
- A strong aptitude for process improvement and administration

**Bonus points**
- Completion of Canadian Securities Course
- Business development or sales experience
- Experience within the charitable sector
- Experience working in a technology startup environment
- Experience using Salesforce, Confluence, Jira, Google Suite
- Bilingual fluency (French)

**Compensation**

The expected starting salary range for this role is $65,000 - $75,000/year.

**Total rewards**
- **Monthly donation matching**. To encourage you to give.
- **Vacation**. An additional 6% of your salary will be paid out on each pay cheque.
- **Flexibility**. Flexible work schedules and remote work options.

**Our people make us great**

We love working with creative and open-minded people who bring imagination and courage to work, who treat others with respect and kindness, and who act on their generosity each day. We're committed to building an equitable, inclusive, and collaborative workplace that welcomes and encourages members of traditionally underrepresented groups to join our team. We provide equal opportunity and consideration to all qualified applicants. If accommodations are needed during the hiring process, please let us know.

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