Professional Advisor Relations Assistant

Job Type

Full Time

Published

09/12/2018

Address

75 Arlington Street
3rd Floor
Boston
MA
02116
United States

Description

Job Description

 

Title: Professional Advisor Relations Assistant

Department:  Philanthropy Group

Reports To: Professional Advisor Relations Officer

FLSA Classification: Non-Exempt        FTE:  1

Supervises: None

 

Position Summary:

The Professional Advisor Relations Assistant provides organizational and administrative support to the Professional Advisor Relations team and serves as a resource to professional advisors on the services of the Boston Foundation.

 

Essential Functions:

  • Support the development and distribution of original content designed to build and maintain a strong referral network from professional advisors including wealth planners/managers, attorneys, family offices, tax professionals and other trusted advisors;
  • Monitor relevant social media and contribute to online content for a professional advisor audience;
  • Support regular communication with existing professional advisor community through both mass communications and personalized interactions;
  • Provide technical and administrative support for events including managing timelines and activities in coordination with the Events Team, tracking and coordination of guest lists, invitation mailings and follow up correspondence; assist with occasional events in the mornings (prior to 9:00am) and evenings (after 5:00pm);
  • Coordinate the review and updating of marketing materials focused on a professional advisor audience;
  • Support the Professional Advisor Relations team in advance, during and after meetings as appropriate including research, preparation of development packets, travel arrangements and expense reimbursements;
  • Research local, regional and national prospect referral sources;
  • Provide key administrative support to maintain prospect, donor and fund records in Salesforce database; ensure timely entry of activities;
  • Work collaboratively with colleagues to implement and uphold data integrity protocols to ensure accurate reporting and inform departmental activities;
  • Run reports from Salesforce and Foundation Power databases, and review and analyze data related to professional advisor relations activities;
  • Manage calendars for the Professional Advisor Relations team;
  • Process and submit expense reports and invoices on a semi-monthly basis;
  • Field donor and prospect inquiries via telephone, correspondence and email;
  • Maintain notes and agendas for committee and team meetings; and
  • Provide general administrative support to other department team members as requested.

 

Other Duties and Responsibilities:

  • Individuals assigned to this position may perform other duties as assigned.

 

 

Qualifications

 

Preparation, Knowledge, Previous Experience:

  • College degree or equivalent; and
  • At least 3 years of office-based administrative work experience.

 

Skills, Abilities, Competencies:

  • Solid organization skills and impeccable attention to detail and accuracy;
  • Excellent written and verbal skills; strong customer service orientation;
  • Excellent writing, proofreading and editing skills;
  • Knowledge of non-profit administration a plus;
  • Strong knowledge of Microsoft Office products - especially Word, Excel, Outlook and Power Point; Salesforce or other database experience strongly preferred;
  • Excellent data management and reporting skills;
  • Professional and mature interpersonal work style, ability to interact well with a diverse range of people;
  • Ability to adjust work activity to various management styles;
  • Ability to make decisions regarding organizing own workload and managing multiple tasks;
  • Must be independent, proactive and able to work under the pressure of tight deadlines;
  • Participatory work style; team player and sense of humor; ability to give and receive feedback;
  • Willingness and ability to work outside the regularly scheduled work day as needed;
  • Strong goal orientation with flexibility to adapt to changing priorities; and
  • Willingness and ability to handle confidential information.

 

Working Conditions & Physical Demands:

  • Ability to sit for long periods of time;
  • Ability to use a keyboard for extended periods of time; and
  • Ability to lift and carry up to 25 pounds, occasionally.


Professional Level

None specified

Minimum Education Required

No requirement

How To Apply

https://www.tbf.org/who-we-are/careers

All applications should be submitted online.  


Go to https://www.tbf.org/who-we-are/careers and select Professional Advisor Relations Assistant to complete our online application process.


Diversity candidates are strongly encouraged to apply. Equal Opportunity Employer.


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