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Charitable Giving Program Coordinator

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Vancouver, British Columbia, Canada Raymond James Full time $58,000 - $62,000

Solus Trust Company is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust and agency services to clients of Raymond James Ltd, it's correspondent services clients as well to clients referred externally via Centers of Influence (COIs) and other Financial Institutions.

Charitable Giving Program Coordinator - 12 Month Contract

How does the role impact the organization?

Do you have a passion for philanthropy? Do you have a desire to support the Solus Trust Company, Raymond James Canada Foundation (RJCF) and Advisors' with incorporating philanthropy into their practice?  Are you interested in helping clients with their philanthropic goals? How about the wealth management industry?  This is an excellent opportunity to work with a private foundation that supports Canada's largest independent wealth managers

Solus Trust Company is seeking a Charitable Giving Program Coordinator to join our team working from our Vancouver BC offices.

Solus Trust Company is a newly acquired subsidiary of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Solus Trust Company works with the Raymond James Canada Foundation (RJCF) and RJL Financial Advisors and their high net worth (HNW) clients to meet both their financial and philanthropic goals. Our Charitable Giving Fund (CGF) simplifies strategic giving, so that our clients can focus on what matters most.

The Charitable Giving Program Coordinator is a unique role in the world of private foundations and corporate giving. The coordinator reports to the AVP Charitable Giving Program and is responsible for providing administrative, accounting and marketing support to our business. This role works in collaboration with other members of the Charitable Giving Fund team, CEO of Solus Trust Company and the Executive Director of the RJCF to support the CGF administration and responds to both advisor and client inquiries. Due to the nature of the role, working in a collaborative environment across divisional platforms, the successful candidate requires a high level of professionalism and discretion.

We are seeking a highly organized and motivated person to join our team. The successful candidate will play a crucial role in processing donations and grants, as well as coordinating between our Advisor teams. This position offers an excellent opportunity for growth and development within a dynamic and supportive environment.

What will your role be responsible for?

  • Prepare and process account opening documentation for the Charitable Giving Fund ('CGF') program;
  • Prepare and process transfers documentation for CGF accounts;
  • Liaise with various departments including Account Profile, Transfers, Finance and RJCF to ensure successful and timely delivery of CGF related administration;
  • Assist advisors, assistants, and clients with forms and procedures;
  • Process, track, and reconcile charitable donations from both internal and external sources (securities in-kind, cheque, and credit card);
  • Accurately record and process incoming donations and grants.
  • Handle cheques and ensure all financial transactions are documented and reported in compliance with organizational policies.
  • Assist in the preparation of financial reports and summaries for management review.
  • Act as a liaison between various Advisor teams to facilitate effective communication and collaboration.
  • Schedule and organize meetings, ensuring all relevant parties are informed and prepared.
  • Maintain up-to-date records of team activities and progress.
  • Collaborate with AVP Charitable Giving Program and Charitable Giving program coordinator to ensure successful administration of CGF program within the Solus Trust Company;
  • Provide general administrative support, including managing correspondence, filing, and data entry. Process and track grant cheque distributions from CGF accounts to registered charities;
  • Handle mailouts and maintain a database of the administrative process.
  • Process communication from grantee organizations to donors. Assist in the development and implementation of administrative procedures and systems. Provide both monthly and ad hoc reporting on account activity, performance, etc;
  • Support the planning and execution of events and projects as needed. Support the Philanthropic Advisor and Team members with administrative tasks as required and other duties as assigned.

What can you expect from us?

Our most important investment is in people.  Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

  • Post-secondary education;
  • A strong interest in philanthropy;
  • A commitment to excellent client service, and a friendly and professional manner;
  • Strong organizational, multi-tasking and prioritizing skills; exceptional attention to detail;
  • Ability to liaise and communicate effectively with all levels of staff and management;
  • Well-developed interpersonal skills; the ability to exercise tact and discretion;
  • The ability to maintain a high level of confidentiality and discretion, sound judgment, and prior experience working with confidential information;
  • The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
  • Excellent problem-solving skills and the ability to work independently with minimal supervision and guidance;
  • A background in Finance, Business Administration, Marketing, or Human Resources;
  • Knowledge and of brokerage account documentation and processes;
  • Proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint);
  • Experience with Raisin or other credit card payment portals an asset;
  • Experience with CRM or other relationship management software an asset; and
  • Bilingual French/English is an asset.

We encourage our associates at all levels to:

  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm

Salary Range: $58, ,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.