Requisition ID: 273989
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of Job
The 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 new funds, weekly and monthly reconciliation between CRM system and bank systems.
Key Job Accountabilities
The 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 Competencies
- Strong computer skills with a thorough knowledge of Microsoft Word and Excel
- Strong oral and written communication skills
- Strong organizational skills
- Working knowledge of the investment industry
- Working knowledge of the charitable community
Education and Other Requirement
- High School Graduate
- Canadian 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 : Montreal
Scotiabank 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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
