Private Client Advisor

Job Summary

A company is looking for a Private Client Advisor.

Key Responsibilities

• Support complex private foundation relationships and respond to client inquiries
• Manage administrative and compliance processes while collaborating with various teams
• Guide new clients through onboarding and provide informed guidance on regulations and best practices

Required Qualifications

• 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
• Strong organizational skills and a service-oriented mindset
• Natural curiosity and a desire to build expertise in philanthropy and compliance
• Proficiency in Microsoft Office and the ability to learn internal platforms