Associate, Charitable Investment Programs

at  Charitable Impact

ABOUT CHARITABLE IMPACT

Charitable Impact started as a bold idea and evolved quickly into an unwavering belief: everyone should have access to resources that help them build the brighter future they imagine. We provide a donor-centric giving platform, supported by a donor advised fund, that helps people amplify their generosity to create the change they want to see in the world. We simplify the giving process, allowing donors to manage all of their giving from one place, access timely tax receipts, and donate in a variety of ways including cash, publicly traded stocks, company shares, and many other options. Anyone can use it to find and give to their favourite charities from one place, give with friends and others, and get support with making their biggest impact possible. So far, Canadians across the country have donated more than one billion dollars through our platform.
Charitable Impact is here to help each and every generous Canadian create the meaningful change they seek in the world. Through the unique combination of our online giving tools, consultation services, and Donor Advised Fund - we equip donors (at any budget level) to manage all of their giving from one convenient place, engage their communities to amplify their impact, and donate in a variety of ways from cash to publicly traded stocks.

WHAT YOU’LL DO

As a key representative of our Charitable Investment Programs team, you will provide professional and detail oriented operational support to financial advisors, their teams, and other team members at Charitable Impact. You will work closely with the Account Managers and Director of Charitable Investment Programs to develop systems and processes to manage and grow advisor team relationships, facilitate transactions of publicly traded securities, and ensure the accurate and timely maintenance of account and client records.

YOUR RESPONSIBILITIES

• Collaborate with the Account Managers and Director of Charitable Investment Programs to execute an annual business plan focused on the development of long-term relationships with financial advisors, and drive Charitable Investment Program business targets utilizing a team-based approach
• Open new investment accounts and maintain accurate records of transactions and client records, with a focus on streamlining processes, increasing efficiencies, and ensuring the highest level of data security
• Support the full advisor/donor lifecycle (advisor onboarding, account opening, ongoing relationship management and support) while identifying opportunities to promote Charitable Impact’s services
• Facilitate donations of publicly traded securities and other assets
• Identify and champion opportunities to improve the user experience of financial advisors, their teams, and donors
• Assist with the production of quarterly account statements, process quarterly account fees, and manage our Salesforce CRM database
• Provide support to financial advisors and their teams by responding to queries, finding solutions to problems, and seeking useful feedback
• With a lens on risk mitigation and compliance, identify ways to improve our gift acceptance systems to ensure the smooth operation of the Charitable Investment Programs
• Support other teams within Charitable Impact including Donor Engagement and Experience, Cause Funds and Finance