Associate, Professional Advisor Relations

The Boston Foundation; Boston (MA); On-site; USD 52,000 - 70,000; Full time

Job summary

The Boston Foundation is seeking an Associate in Professional Advisor Relations to support day-to-day operations of the advisor relations function. You will maintain records, prepare materials, support communications workflows, organize events, and foster collaboration across teams.

Success relies on strong organizational and administrative skills, discretion, and the ability to manage multiple tasks. Reporting to the Senior Director, this role is essential to enable trusted advisors to serve

Qualifications

• Strong organizational and administrative skills.
• Discretion and ability to handle sensitive information.
• Ability to manage multiple tasks simultaneously.

Responsibilities

• Provide administrative, operational, and coordination support to advance the Professional Advisor Relations strategy.
• Maintain accurate records and prepare materials for communications and events.
• Support workflows and scheduling across the team to ensure smooth operations.
• Organize and coordinate events and engagements with professional advisors.
• Facilitate internal collaboration across departments to enable program success.

Skills

Organizational skills

Administrative skills

Job description

Associate, Professional Advisor Relations

Professional Advisor Relations at the Boston Foundation focuses on partnering with trusted advisors to help them meet the philanthropic needs of their clients and strengthen high‑impact charitable giving across Greater Boston.

The Associate, Professional Advisor Relations plays a critical role by providing essential administrative, operational, and coordination support to advance The Boston Foundation’s strategy for engaging professional advisors. Reporting to the Senior Director, this role ensures smooth day‑to‑day operations of the Professional Advisor Relations function through maintaining accurate records, preparing materials, supporting communications workflows, organizing events, and facilitating internal collaboration.

Success in this role requires strong organizational and administrative skills, attention to detail, discretion, and the ability to manage multiple tasks.