Philanthropy Coordinator

Rosewood Family Advisors LLP; Palo Alto (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Rosewood Family Advisors (RFA) is seeking a Philanthropy Coordinator to support the daily operations of our philanthropy department. You will work closely with staff and clients to streamline workflows, track initiatives, and help deliver thoughtful charitable experiences for UHNW clients.

The ideal candidate is proactive, organized, and capable of juggling multiple projects under deadlines while maintaining impeccable attention to detail and a client-focused mindset.

Responsibilities

• Assist with daily operations of the philanthropy department.
• Collaborate with staff and clients to increase efficiency and manage projects.
• Support meaningful charitable giving experiences for clients.

Job description

Rosewood Family Advisors (RFA) is a multi-family office whose mission is to provide exceptional client service and advice. Our professionals help ultra-high net worth clients define and meet their goals by providing a diverse range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning.

ABOUT THE POSITION

RFA is looking for a Philanthropy Coordinator to assist with the daily operations of our dynamic department. You will work directly with staff and clients to increase efficiency and manage projects. This is a rare opportunity to contribute meaningfully to our expanding team while facilitating satisfying charitable giving experiences for our clients.

The ideal candidate is someone who consistently exercises sound judgement, can anticipate needs without being asked, is able to track and manage multiple complex and evolving projects, and is able to work well under pressure to meet tight deadlines. This is a wonderful long-term opportunity for an effective, detail-oriented, self-starter.