Found Description
Responsibilities
- Support and guide private foundation clients in conducting philanthropic and administrative activities to ensure a superior experience.
- Respond to client inquiries via phone and email with speed and accuracy, resolving issues or marshalling resources as needed.
- Implement new clients onto the technology platform and coordinate with internal specialists and external financial institutions.
- Provide technology support to clients, helping them navigate the Foundation Source Online platform.
- Assist with advanced grantmaking processes, including fiscal sponsors, intermediaries, and expenditure responsibility.
- Manage client operations, including reviewing invoices, processing grant letters, and gathering financial information for tax and return filings.
- Prepare materials for Trustee and Board of Directors’ meetings and generate reports using proprietary software and MS Office.
- Maintain accurate,...