Private Client Advisor

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