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Fund Admin Donor Adv Fnds

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Job ID PB-14434 City Wilmington State Delaware Additional Location: Exempt/Non Exempt Non-Exempt Shift Day Work Schedule M-F, 8-5
Job Details:
FUND ADMINISTRATOR DONOR ADVISED FUNDS



WHAT IS THE OPPORTUNITY?

The American Gift Fund (AGF) was founded by the predecessors of RBC Trust Company (Delaware) Ltd. (RBCT), as an independent 501(c)(3) public charity in 1998. AGF sponsors a Donor Advised Fund program and is governed by an independent Board of Directors. RBCT serves as Trustee and provides certain investment management and administrative services pursuant to a service agreement. RBCT is a wholly owned subsidiary of City National Bank, an RBC Company. This position will be an employee of RBCT, subject to its human resources, responsible for the administration of the day-to-day activities of AGF. This position is responsible for supporting the daily administration of the AGF, including the servicing of donor inquiries and grant recommendations. Provides expertise in all aspects of client servicing and assists clients with any request or transaction. Works with both internal and external business partners including financial advisors, investment consultants, and portfolio managers to ensure efficient administration and operation of donor advised funds.



Private Banking Division
As a member of City National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart.



WHAT WILL YOU DO?

  • Responsible for all administrative tasks related to the American Gift Fund (AGF).
  • Serve as product specialist for AGF, specifically donor advised funds.
  • Administer grants, including the review, processing, and reporting of grant recommendations requested by donor advisors.
  • Provide best-in-class client service through timely, thoughtful, and thorough responses to client and partner inquiries.
  • Provide support services in conjunction with external business partners, to ensure required compliance and annual filings are completed timely and accurately.
  • Serve as a relationship liaison to donors and financial advisors as a primary point of contact (both phone and email) for any service related activity.
  • Collaborate and partner with other departments and key business partners, including new business, operations, business development, risk, marketing, and accounting to ensure sound and efficient operations.
  • Support and participate in organizational initiatives and projects.



WHAT DO YOU NEED TO SUCCEED

Must-Have*

  • H.S. Diploma
  • Bachelor's Degree highly preferred
  • 2 years of employment experience preferred with a background in, financial services, banking, public charities, trusts.
  • 2 years of experience with donor advised funds highly desired.


Skills and Knowledge

  • Strong sense of ownership, emotional intelligence, and critical thinking, while applying a client-perspective mindset to all responsibilities.
  • Ability to think creatively, identify opportunities to improve efficiencies, and work with colleagues to implement solutions.
  • Focus to champion innovation with a relentless drive to improving user experience.
  • Ability to work in a fast-paced environment by absorbing and applying complex information quickly while maintaining a high attention to detail and an emphasis on accuracy.
  • Well-developed written and verbal communication skills, time management and organizational competence, and the ability to manage competing priorities.
  • Flexibility and willingness to work extended hours during the year-end peak season (November through January) as necessary.
  • Ability to thrive in both a collaborative team environment and independently.
  • Proficiently work in a Windows based environment including MS Word, Excel, Teams, Outlook.
  • Ability and eagerness to learn new programs and software packages with minimal assistance.

*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.



INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.



ABOUT CITY NATIONAL

We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish.City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

City National Bank requires all colleagues to be fully vaccinated against COVID-19 to work on-site at any of our locations.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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