Charitable Giving Account Administrator
Core
Administer Donor Advised Funds and Private Foundation products, managing account operations, grant recommendations, and client inquiries.
Role type
Charitable Giving Account Administrator
Builds
Donor Advised Fund and Private Foundation administration products
Domain
Financial Services / Wealth Management
Required skills
Donor Advised Funds knowledge, Private Foundation administration, wire transfers, securities gifting, check distributions, data analysis, report generation, risk management, compliance, Microsoft Office Suite
Preferred skills
Relationship management, process improvement, small team collaboration
Technologies
Microsoft Office Suite, internal Northern Trust systems
Responsibilities
Oversee daily administrative activities including wire transfers and grant recommendations; Support account opening, onboarding, and maintenance of donor advised funds and private foundation clients; Respond to inquiries from internal teams and external clients; Manage workflow between donor advised fund and private foundation products; Identify service efficiency enhancements and process improvements.
Seniority
Mid-level, hands-on IC