Senior Private Client Advisor

Key Responsibilities

• Respond to client phone calls and emails with speed and accuracy ensuring quick resolution to client, marshalling appropriate resources from other departments when necessary.
• Maintain working knowledge of all FS systems, processes and products and proactively review accounts to identify opportunities to be of service to clients, deepen their philanthropic knowledge, and build client loyalty to the company.
• Implement new clients onto FS technology platform and back office services, coordinating among internal account implementation, financial and IT specialists, as well as the client’s financial institutions and advisors.
• Provide a basic level of technology support, including assisting clients in becoming familiar and comfortable with Foundation Source Online (FSOL).
• Aid clients with advanced grantmaking such as to fiscal sponsors; through intermediaries; to supporting organizations; and using expenditure responsibility or equivalency determination.
• Occasional travel to attend trainings or meetings with clients may be possible.

Client Operations/Administrative

• Aid in the development, execution, and maintenance of FS Requests (online applications) and FS Results (online reports) to facilitate online grant application and reporting processes.
• Help customize FSOL tools and resources for individual client use (page views, digital letterhead, email and letter templates, proposal and report forms, etc.).
• Review and facilitate payment of invoices, expense reports and reimbursements, ensuring accuracy and compliance with IRS rules and private foundation best practices;
• Review and process grant letters for same;
• Gather financial information from advisors, financial institutions, and clients as needed to ensure accurate account reconciliation, estimated excise tax calculations, and annual state and federal return filings;
• Prepare and compile materials for Trustee and Board of Directors’ meetings;
• Generate reports both for client and internal use and reference, using proprietary software platforms and MS Office products;
• Facilitate basic communication among client foundations and their applicants and grantees using FS Requests and Results technology, email blasts, and phone calls as necessary and appropriate
• Maintain accurate and professional client records so that key issues and interactions are easily reviewed and understood.

Strategy, Research and Development

• Maintain confident knowledge of FS systems and processes, compliance and general philanthropy issues by attending various trainings and info sessions and be able to effectively articulate this information to clients as needed and appropriate.
• Consistently seek ways to improve our product and services, while simultaneously identifying ways to maximize efficiencies without compromising service quality.
• Clear and effective communication skills, written and verbal, appropriate for working with ultra-high net-worth individuals, corporate and foundation executives, and their advisors and staff are required.
• A strong client-service orientation and interpersonal skills: a “can-do” attitude and strong sense of diplomacy are absolutely critical.
• A high level of integrity, including respect for and adherence to client and corporate confidentiality.
• A strong and proven ability to organize and efficiently handle a high volume of work, prioritize issues and tasks, and track multiple accounts at various stages of implementation and service balanced with flexibility and adaptability to handle unexpected changes in priorities.
• A strong, yet balanced, attention to accuracy without getting weighed down with minutia.
• A strong analytical skills to review and get to the heart of client issues quickly and determine efficient resolutions. Solutions oriented and ability to present one’s self as an authority capable of resolving issues and providing solutions.
• Computer savvy, including current experience using Outlook, Word, Excel, PowerPoint, and Salesforce as well as the ability to conduct Internet research, and to learn and utilize new technology such as Foundation Source’s proprietary systems.
• The ability to display grace under pressure and positivity in a high-volume, high-energy environment both with clients and colleagues.
• An action-oriented approach to work and the curiosity and desire to take on more.
• The ability to work independently while continuing to grow and gain expertise from senior staff.

Job Requirements for Remote Work Environment

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.

Physical Demands

• Regularly required to talk or hear.
• Frequently required to use hands or fingers, handle or feel objects, tools, or controls.
• Occasionally required to stand; walk; sit; and reach with hands and arms.
• Occasionally lift and/or move up to 15 pounds.
• Close vision, distance vision, and the ability to adjust focus.

Job Requirements:

• Bachelor’s Degree or equivalent job experience required.
• An ideal candidate will have 7-10 years’ experience delivering relationship and administrative support and exceptional customer service at a private foundation, financial services firm, or family office or will demonstrate similar relevant experience.
• General knowledge of compliance and administrative issues pertaining to private foundations a plus.

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.