Charitable Giving Account Administrator
Core
Administer Donor Advised Funds and Private Foundation products, handling account operations, grant processing, and client inquiries.
Role type
Charitable Giving Account Administrator
Builds
Donor Advised Fund and Private Foundation administration services
Domain
Financial Services / Wealth Management
Required skills
Donor Advised Funds knowledge, Private Foundation administration, Grant processing, Wire transfers, Securities gifting, Check distributions, Risk identification, Data analysis, Report generation, Microsoft Office Suite
Preferred skills
Relationship management, Compliance knowledge, Internal system proficiency
Responsibilities
Manage daily administrative activities for donor advised funds and private foundations, Support account opening and onboarding, Respond to client and internal inquiries, Oversee grant recommendations and distributions, Identify process improvements
Seniority
Mid-level, hands-on IC