Senior Administrator, Philanthropic Services
Job Summary
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.
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 general administration, charitable foundation, and processing experience preferred
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?
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
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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