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,...