Associate, Professional Advisor Relations - Boston, MA
VetJobs, Boston, MA, United States
Associate, Professional Advisor Relations
The Boston Foundation believes that one of the great strengths of the Greater Boston community is the rich diversity of its residents in race, religion, national origin, ethnicity, sex, sexual orientation, gender identity, genetic information, age and physical abilities. The Foundation seeks to enhance and support that diversity, not only by its grant making, but also by adopting and implementing employment policies and practices designed to recognize and respond to such diversity. The Boston Foundation is an Equal Opportunity Employer. We encourage applications from people with diverse backgrounds and experience. Position Summary: Professional Advisor Relations at the Boston Foundation focuses on partnering with trusted advisors to help them meet the philanthropic needs of their clients and strengthen high?impact charitable giving across Greater Boston. The Associate, Professional Advisor Relations plays a critical role by providing essential administrative, operational, and coordination support to advance The Boston Foundation's strategy for engaging professional advisors. Reporting to the Senior Director, this role ensures smooth day?to?day operations of the Professional Advisor Relations function through maintaining accurate records, preparing materials, supporting communications workflows, organizing events, and facilitating internal collaboration. Success in this role requires strong organizational and administrative skills, attention to detail, discretion, and the ability to manage multiple tasks. Essential Functions
Administrative & Operational Support Professional Advisor Engagement Support Communications Support Events & Convenings Data, Reporting & Systems Cross Functional? Collaboration Other Duties and Responsibilities: Individuals assigned to this position may perform other duties as assigned Qualifications Preparation, Knowledge, Previous Experience: College degree or equivalent experience; and At least 2 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 and Strong customer service orientation; Excellent writing, proofreading and editing skills; Knowledge of non-profit administration is a plus; Strong knowledge of Microsoft Office products - especially Word, Excel, Outlook and Power Point; Database experience, especially Salesforce 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; 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 work at workstation for long periods of time; Ability to work on site and/or remotely, as required; and Ability to use a keyboard for extended periods of time. The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required. External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis. This job description is intended to be general and may be revised from time to time. At management's discretion, the employee may be assigned different or additional duties from time to time.
The Boston Foundation believes that one of the great strengths of the Greater Boston community is the rich diversity of its residents in race, religion, national origin, ethnicity, sex, sexual orientation, gender identity, genetic information, age and physical abilities. The Foundation seeks to enhance and support that diversity, not only by its grant making, but also by adopting and implementing employment policies and practices designed to recognize and respond to such diversity. The Boston Foundation is an Equal Opportunity Employer. We encourage applications from people with diverse backgrounds and experience. Position Summary: Professional Advisor Relations at the Boston Foundation focuses on partnering with trusted advisors to help them meet the philanthropic needs of their clients and strengthen high?impact charitable giving across Greater Boston. The Associate, Professional Advisor Relations plays a critical role by providing essential administrative, operational, and coordination support to advance The Boston Foundation's strategy for engaging professional advisors. Reporting to the Senior Director, this role ensures smooth day?to?day operations of the Professional Advisor Relations function through maintaining accurate records, preparing materials, supporting communications workflows, organizing events, and facilitating internal collaboration. Success in this role requires strong organizational and administrative skills, attention to detail, discretion, and the ability to manage multiple tasks. Essential Functions
Administrative & Operational Support Professional Advisor Engagement Support Communications Support Events & Convenings Data, Reporting & Systems Cross Functional? Collaboration Other Duties and Responsibilities: Individuals assigned to this position may perform other duties as assigned Qualifications Preparation, Knowledge, Previous Experience: College degree or equivalent experience; and At least 2 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 and Strong customer service orientation; Excellent writing, proofreading and editing skills; Knowledge of non-profit administration is a plus; Strong knowledge of Microsoft Office products - especially Word, Excel, Outlook and Power Point; Database experience, especially Salesforce 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; 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 work at workstation for long periods of time; Ability to work on site and/or remotely, as required; and Ability to use a keyboard for extended periods of time. The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required. External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis. This job description is intended to be general and may be revised from time to time. At management's discretion, the employee may be assigned different or additional duties from time to time.