Philanthropic Officer (PO), Private Bank
Core
Service and fulfillment specialist for Philanthropic Solutions, acting as a product expert and administrative support for client-facing relationship managers in Private Bank.
Role type
Senior IC Philanthropic Solutions Associate
Builds
Administrative support, transaction processing, and service delivery for private foundations, endowments, and donor-advised funds
Domain
Financial Services / Philanthropy / Fiduciary Administration
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Fiduciary banking administration, Grantmaking administration, Compliance and regulatory knowledge, Trust/financial information analysis, Client communication, Business opportunity identification
Preferred skills
MicroEdge Gifts and PACE systems, Non-profit organization relationship management, Charitable Trust Administration, UHNW client interaction
Technologies
Microsoft Office Suite, MicroEdge Gifts, PACE
Responsibilities
Perform service and fulfillment activities to meet client needs, Provide high-level administrative support including daily money movement and account setup, Review and analyze trust/financial information, Communicate directly with clients and external resources like accountants or attorneys, Identify new business opportunities from existing book of business
Seniority
Mid-level, hands-on IC