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Senior Administrator, Philanthropic Services
2 months ago
Job Summary
As a key member of the Royal Bank of Canada's Philanthropic Services team, you will play a vital role in supporting the administration of charitable public foundations and providing exceptional client service. This is an exciting opportunity to join a dynamic team that delivers a philanthropic solution combining wealth planning and charitable gift planning.
Key Responsibilities
Communicate directly with investment advisors, associates, donors, and charitable organizations to process requests submitted related to a charitable gift fund and public foundation administration
Process gifts of cash and securities in compliance with policies and procedures and grant disbursement requests
Prepare follow-up documentation pending processing a charitable gift transaction, a grant request and/or ongoing fund administration management
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
Leverage the use of technology to maximize efficiencies and ensure that all files are appropriately documented
Ensure clients' expectations are being met through respecting key deliverables and timelines
Perform other office, clerical, and support duties as required
Requirements
2-5 years of related estate & trust, charitable foundation, and general administration processing experience preferred
University Degree or equivalent
Ability to work independently in a fast-paced, high-volume environment and within deadlines
Attention to detail and multi-tasking skills
Client servicing or donor servicing experience, preferably within a financial services institution or charitable organization
What We Offer
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
Ability to make a difference and lasting impact through the type of work performed
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Job Skills
Customer Service, Customer Service Management, Group Problem Solving, Multi-Level Communication
