Requisition ID: 214177
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Foundations Associate - Philanthropic Advisory Services

As the Foundations Associate, you support dedicated Foundations manager(s) and their book of charitable-minded clients from across Canada. You 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. (www.aqueductfoundation.ca)

As the Foundations Associate, you 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, you are responsible for cash management, CRM maintenance on charitable software – Foundant, raising funds with various investment managers, administration to establish new funds, weekly and monthly reconciliation between CRM system and bank systems.

Is this role right for you? In this role:

• You must have previous experience working in a dedicated administrative position.
• You should be highly organized and able to work through high volumes.
• You 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, being a team-focused individual with a positive attitude is required.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• 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
• High School Diploma
• Canadian Securities Course would be preferred but not required.

Location(s): Canada : British Columbia : Vancouver
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.