Philanthropic Officer

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Philanthropic Officer (PO), Private Banking -

This job is responsible for performing service and fulfillment activities to meet Philanthropic Solutions client needs and expectations. Key responsibilities include providing administrative support to client facing Relationship Managers including day-to-day transaction processing, conducting administrative account reviews and exceptions, and performing end-to-end processing for new account onboarding, account splits, and other compliance and regulatory matters assigned. Job expectations include acting as a point of contact for clients or as a backup for client-facing Relationship Managers.

Responsibilities :

Ensures a seamless client onboarding experience by coordinating with clients, Sales and Fiduciary teams on required documentation, Know Your Customer, and additional support processes

Administers accounts in adherence to fiduciary policies and ensures all required risk management routines, reporting, and processes are completed

Executes transaction processing including wires/money movement, deposits/transfers (cash or assets), transaction research, and problem resolution, while maintaining and updating requisite documentation

• Manages account consolidations and terminations and executes termination instructions, stop trading, account liquidation, opens and funds sub accounts, and rebalances portfolios based on guidance from their Portfolio Manager

• Assists in the preparation of client reporting and meeting materials and coordinates with the client's auditors as needed

• Provides Gift Acceptance Processing and Grantmaking support by assisting with the creation of documents and coordinating with the client and/or other teammates as needed

• Escalates client complaints and supports building remediation strategies to address client issues and concerns

Skills :

• Account Management

• Attention to Detail

• Collaboration

• Data Collection and Entry

• Prioritization

• Active Listening

• Business Acumen

• Client Experience Branding

• Relationship Building

• Financial Analysis

• Financial Processing

• Recording/Organizing Information

• Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

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