03 Oct
|
Scotiabank
|
Montreal
03 Oct
Scotiabank
Montreal
Title: Foundations Associate, Philanthropic Services - Montreal, QC (12-month contract)Requisition ID: 273989Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of JobThe Foundations associate position supports dedicated Foundations manager(s) and their book of charitable-minded clients from across Canada. The successful candidate will work in a team-oriented environment to provide administrative support and exceptional donor service to an assigned group of charitable funds managed by Aqueduct Foundation a registered charity.The Foundations Associate will carry out instructions from donors, their advisors, and other external contacts within the business and charitable community under the guidance and direction of the Foundations manager which predominantly include distributions out to other registered charities and contributions to donor advised funds. In addition, the Foundations associate is responsible for cash management, CRM maintenance on charitable software – Fondant, raising funds with various investment managers, administration to establish recent funds, weekly and monthly reconciliation between CRM system and bank systems.Key Job AccountabilitiesThe successful candidate must have previous experience working in a dedicated administrative position.The candidate should be highly organized and able to work through high volumes. They must be able to process tasks accurately and efficiently often in a time-sensitive environment.Strong oral and written communication skills are required as communication is primarily through email and telephone.As the Philanthropic Team is small, a team-focused individual with a positive attitude is required.Skills,
Experiences and Functional CompetenciesStrong computer skills with a thorough knowledge of Microsoft Word and ExcelStrong oral and written communication skillsStrong organizational skillsWorking knowledge of the investment industryWorking knowledge of the charitable communityEducation and Other RequirementHigh School GraduateCanadian Securities Course would be preferred but not required.The successful candidate will have exceptional client service skills, proven administrative support experience, be highly organized and be able to work well in a team-oriented environment.In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.Location(s): Canada : Quebec : MontrealScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.
📌 Foundations Associate, Philanthropic Services - Montreal, Qc (12-Month Contract)
🏢 Scotiabank
📍 Montreal