Private Client Advisor

Job Summary

A company is looking for a Private Client Advisor who will manage relationships with private foundations and ensure compliance and operational efficiency.

Key Responsibilities:

• Manage a portfolio of private foundations, responding to inquiries and providing insights to support client success
• Oversee administrative and compliance processes, ensuring legal obligations are met and coordinating support across departments
• Lead the onboarding of new foundations and provide education on regulations and best practices

Required Qualifications:

• 1-2 years in a client-facing, administrative, or compliance support role, preferably in philanthropy or financial services
• Bachelor's degree or equivalent professional experience required
• Methodical, service-oriented mindset with strong organizational skills
• Natural curiosity and desire to develop expertise in philanthropy and compliance
• Proficiency in Microsoft Office and ability to learn internal platforms