Senior Administrator, Philanthropic Services

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Job Summary

Job Description

• Please note: this job is located in Kingston**
  
  

What is the opportunity?

As part of a growing RBC Royal Trust team, you will focus on supporting the Philanthropic Services business unit by providing efficient, accurate and quality client service. This is a new and exciting team within the Royal Trust business that delivers a philanthropic solution that combines wealth planning and charitable gift planning. You will be accountable for performing a number of financial activities in support of the accurate tracking, processing, reconciliation, recording and reporting of transactions related to the administration of a charitable public foundation as it provides important administrative and philanthropic services to donors, professional advisors, financial service providers, and charities. Team play, collaboration and developing inter-personal relationships are important skills for success.

For more information, please visit: https://www.rbcwealthmanagement.com/en-ca/royal-trust/

What will you do?

• Communicate directly with investment advisors, associates, donors, and charitable organizations to process requests submitted related to a charitable gift fund and public foundation administration
• Process gifts of cash and securities in compliance with policies and procedures and grant disbursement requests
• Prepares follow up documentation pending processing a charitable gift transaction, a grant request and/or ongoing fund administration management
• Assists in the collection, facilitation, and co-ordination of information and documentation to ensure foundation operations and charitable gift fund administration within their area of responsibility is carried out in accordance with the terms of program documents, relevant legislation, client needs, company policy, and department objectives
• Leverages the use of technology to maximize efficiencies and ensures that all files are appropriately documented.
• Ensures clients expectations are being met through respecting key deliverables and timelines
• Performs other office, clerical, and support duties as required
  
  

What do you need to succeed?

Must Have

• 2 - 5 years related estate & trust, charitable foundation, and general administration processing experience preferred
• University Degree or equivalent
• Ability to work independently in a fast pace, high volume environment and within deadlines
• Attention to detail and multi-tasking skills
• Client servicing or donor servicing experience, preferably within a financial services institution or charitable organization
  
  

Nice to Have

• French language speaking and writing proficiency an asset
• Previous experience within the charitable sector an asset
• Previous experience in a wealth management firm administration
• Comfort working within process workflow based tasks and on a multidisciplinary team
  
  

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact through type of work performed
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
  
  

Job Skills

Additional Job Details

Address:

645 GARDINERS RD:KINGSTON

City:

KINGSTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-14

Application Deadline:

2024-06-14

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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