Senior Administrator, Philanthropic Services

0000050353 The Royal Trust Company; Kingston; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading company in wealth management is seeking a professional to support its Philanthropic Services team. This role involves processing charitable transactions and ensuring compliance with policies while collaborating effectively with clients and stakeholders. The ideal candidate has strong attention to detail with 2-5 years of related experience and a university degree.

Benefits

Flexible work/life balance options

Comprehensive Total Rewards Program

Qualifications

• 2 - 5 years related estate & trust, charitable foundation, and general administration processing experience preferred.
• Ability to work independently in a fast paced, high volume environment and within deadlines.
• Nice to Have: French language speaking and writing proficiency.

Responsibilities

• Communicate with investment advisors, associates, donors, and organizations for charitable fund processing.
• Process gifts of cash and securities in compliance with policies.
• Assist in co-ordination of documentation to ensure foundation operations.

Skills

Attention to detail

Multi-tasking skills

Client servicing experience

Education

University Degree or equivalent

Job description

• 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. Team play, collaboration and developing inter-personal relationships are important skills for success.For more information, please visit : What will you do?

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

Prepares follow up documentation pending processing a charitable gift transaction, a grant request and / or ongoing fund administration management

Assists in the collection, facilitation, and co-ordination 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

Leverages the use of technology to maximize efficiencies and ensures that all files are appropriately documented.

Ensures clients expectations are being met through respecting key deliverables and timelines

Performs other office, clerical, and support duties as required

What do you need to succeed? Must Have

2 - 5 years related estate & trust, charitable foundation, and general administration processing experience preferred

University Degree or equivalent

Ability to work independently in a fast pace, 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

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

Comfort working within process workflow based tasks and on a multidisciplinary team

What’s in it for you ?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

Ability to make a difference and lasting impact through 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 Additional Job Details

Address :

645 GARDINERS RD : KINGSTON

City : KINGSTON

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : Wealth Management

Job Type : Regular

Posted Date : 2024-05-14

Application Deadline :

2024-06-14

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