Associate Adviser
Core
Manage a portfolio of private ancillary funds (PAFs) clients, providing administration services and helping them structure philanthropic giving.
Role type
Associate Adviser (Client Relationship & Administration)
Builds
Administration services for private ancillary funds and structured giving programs
Domain
Philanthropy / Not-for-profit management / Financial services
Deliverable
client delivery
Required skills
Client relationship management, stakeholder management, fund administration, problem solving, time management, knowledge of Australian philanthropic landscape
Preferred skills
Degree in law/finance/accounting, financial statement analysis, presentation skills, Office 365, CRM experience
Technologies
Office 365 Suite, CRM
Responsibilities
Manage a portfolio of clients with private ancillary funds, help clients structure giving, support compliant operation of funds, develop relationships with intermediaries, establish new private ancillary funds, participate in the sector to keep abreast of developments
Seniority
Mid-level, hands-on IC