Philanthropy Programs Coordinator

Rosewood Family Advisors LLP - Palo Alto, CA; Palo Alto (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial advisory firm is seeking a Philanthropy Associate in Palo Alto, CA. The role involves creating excellent philanthropic experiences for clients, handling grant projects from start to finish, and supporting various initiatives. The ideal candidate will have at least 3 years of relevant experience, strong judgement, and the ability to manage multiple projects. This long-term opportunity offers a chance to make a meaningful impact in charitable giving. Interested applicants should send their cover letter and resume to Suruchi Tronstad.

Qualifications

• Minimum 3 years of professional experience in a related field.
• Ability to handle sensitive information ethically.
• Familiarity with grantmaking software preferred.

Responsibilities

• Prepare and maintain grant records for compliance.
• Monitor and ensure timely processing of payments and reports.
• Facilitate grant payment processes and documentation.
• Support events and gatherings for staff and clients.

Skills

Sound judgement

Project management

Attention to detail

Customer-service orientation

Job description

A financial advisory firm is seeking a Philanthropy Associate in Palo Alto, CA. The role involves creating excellent philanthropic experiences for clients, handling grant projects from start to finish, and supporting various initiatives. The ideal candidate will have at least 3 years of relevant experience, strong judgement, and the ability to manage multiple projects. This long-term opportunity offers a chance to make a meaningful impact in charitable giving. Interested applicants should send their cover letter and resume to Suruchi Tronstad.