Philanthropic Officer, Private Bank

• Perform service and fulfillment activities to meet Philanthropic Solutions client needs and expectations
• Serve as a philanthropic product-set expert and additional client contact or backup for relationship managers
• Perform administrative duties for philanthropic giving vehicles
• Provide high-level administrative support, including daily transaction processing, money movement, account setup, administrative reviews, system updates, and grantmaking administration
• Handle compliance and regulatory matters as assigned
• Communicate by phone and email with clients, Private Bank partners, lines of business, accountants, and attorneys
• Review and analyze trust and financial information and prioritize actions
• Recommend product and service improvements to leadership
• Identify new business and deepening opportunities from the existing book of business

• Minimum Education Requirement:
  High School Diploma / GED / Secondary School or equivalent
• 2-5 years of institutional philanthropic, non-profit administration, fiduciary banking, or financial services experience
• Passion for the non-profit sector and charitable engagement
• Superb and effective communication skills
• Ability to work in a fast-paced, collaborative team environment and independently problem solve and make client-impacting decisions
• Strong analytical skills with high attention to detail and accuracy
• Excellent organizational, prioritization, and time management skills
• Ability to take initiative and proactively follow up and follow through
• Ability to operate with a high level of autonomy
• Strong interpersonal alliance and partnership-building skills
• Significant knowledge of legal, tax, investment, and compliance aspects of fiduciary administration
• Microsoft Office Suite knowledge required
• Experience working with Micro Edge Gifts and PACE systems desired
• Relationship management experience with non-profit organizations, boards, and/or UHNW clients desired
• Knowledge of charitable entities, trusts, fiduciary law, and federal regulations desired
• Charitable Trust Administration experience desired
• Non-licensed associate

Demonstrates expertise in philanthropic product administration, compliance, and relationship management within the non-profit sector. Proficient in analytical problem-solving, communication, and organizational skills to effectively support philanthropic solutions and client needs.

• Philanthropic Solutions Expertise
• Compliance and Regulatory Knowledge
• Analytical Skills
• Microsoft Office Suite
• Relationship Management

• Philanthropic Administration
• Grantmaking Administration
• Transaction Processing
• Fiduciary Banking
• Financial Services Experience
• Charitable Trust Administration
• Legal and Tax Knowledge
• Investment Compliance
• Micro Edge Gifts
• PACE Systems

• Effective Communication
• Problem Solving
• Organizational Skills
• Interpersonal Skills
• Team Collaboration

• Non-Profit Sector
• Charitable Engagement
• Fiduciary Law
• Federal Regulations
• Trusts