Charitable Giving Account Administrator

Northern Trust Corp; Chicago (IL); Presencial; USD 74.000 - 126.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus

Comprehensive benefits package

Descripción de la vacante

Northern Trust is seeking a Charitable Giving Account Administrator to support the Donor Advised Fund and Private Foundation Administration products. You will respond to inquiries from internal relationship teams and external clients, and build strong rapport with NT partners, prospects, and centers of influence.

The role emphasizes ensuring daily tasks, compliance, data analysis, and use of Office tools; candidates should have 3–5 years experience and strong communication.

Formación

• Experience with donor advised funds and private foundations in financial services.
• Strong relationship management and client service experience.
• Excellent written and verbal communication; ability to explain complex information clearly.

Responsabilidades

• Serve as the key point for donor advised fund and private foundation administration.
• Balance workload between donor advised funds and foundation administration.
• Support account opening, onboarding, grants, and maintenance for clients.
• Address requests from internal/external sources via shared inbox and phone.
• Create and maintain program collateral.
• Identify service improvements and process enhancements.

Conocimientos

Donor Advised Funds

Private foundations

Relationship management

Communication skills

Data analysis

Problem solving

Attention to detail

Team collaboration

Herramientas

Microsoft Office Suite

Internal Northern Trust systems

Descripción del empleo

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Charitable Giving Account Administrator

The Charitable Giving Account Administrator supports the Charitable Giving Solutions Team in the administration of the Donor Advised Fund and Private Foundation Administration products. In this role, the Charitable Giving Specialist is responsible for supporting the day-to-day activities of both products and other duties as assigned. The Charitable Giving Account Administrator will be able to respond to inquiries from internal relationship teams and external clients. The successful candidate will also develop strong rapport with Northern Trust (NT) partners, prospects, and centers of influence.

Knowledge and Skills

Practical knowledge of Donor Advised Funds and private foundations is highly desired, as is experience with both individual and institutional clients. Analytical, problem solving, and organizational skills required to identify, manage and escape risks and issues. Oversee and execute daily administrative activities within prescribed deadlines (e.g., wire transfers, grant recommendations, securities gifting, check distributions, etc.). Excellent interpersonal and communication skills to establish and maintain strong relationships with internal stakeholders, clients, and external partners. Proficient in data analysis, report generation, and performance measurement to inform decision-making for Northern Trust Charitable Giving Program. Strong organizational skills and meticulous attention to detail to manage multiple tasks, deadlines, and administrative responsibilities. Proficient in using relevant software applications, including Microsoft Office Suite (Word, Excel, PowerPoint), internal Northern Trust systems a plus.

Major Duties

• Serve as the key point person for all the administration surrounding the donor advised fund and private foundation administration products.
• Manage team dynamics and product workflow such that time is split evenly between both donor advised fund and private foundation administration products.
• Support account opening, onboarding, grant making, and maintenance of donor advised funds and private foundation clients.
• Assist with addressing requests from internal and external sources in shared email inbox and phone lines, as it relates to the donor advised fund and foundation administration.
• Participate in creation and maintenance of program collateral.
• Identify service efficiency enhancements, process improvements, and service delivery.

Experience

• Minimum of 3-5 years of experience in donor advised funds, private foundations, or related fields, preferably within the financial services industry and/or with client service background.
• Demonstrated experience in relationship management and compliance highly desired.
• Background and understanding of donor advised funds highly desired.
• Demonstrated success in small team environment to collaborate across teams to support and develop business.
• Ability to understand complex issues and navigate/escalate effectively.
• Demonstrated commitment to maintaining confidentiality in handling sensitive information.
• Excellent written and verbal communication skills, with the ability to convey complex information clearly.

Salary Range: $74,200 - 126,200 USD Salary range is a good faith estimate of base pay.

Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.

Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)