Donor Advised Fund Administrator

This position reports to the Donor Advised Funds Program Director

The Donor Advised Fund program of the Jewish Community Federation and Endowment Fund is the third largest program of its kind in the United States. We service over 900 unique philanthropic funds with total assets-under-management exceeding $500MM. This critical position will join the Donor Advised Fund Team at a time of exciting growth. The primary function of this position is to provide best-in-class service to our existing client base. In addition this position will carry responsibilities for supporting strategic growth of the DAF program in a variety of ways.

ESSENTIAL FUNCTIONS OF THE POSITION:

  • Client Service & Fund Management
    • New DAF client onboarding
    • Assist DAF clients on day-to-day issues regarding all aspects of their funds
    • Communicate with grantees, as necessary, regarding fulfillment of grant requests
    • Receive, record and acknowledge contributions to Donor Advised Funds
    • Process grant recommendations for DAF clients
    • Process investment recommendations and liquidation needs
    • Administrative tasks, as necessary
  • Business Development
    • Assist with outreach for DAF business development through community engagement initiatives
    • Provide regular business development and strategic reports for staff and volunteers
  • Technology Support
    • First-line client support for online portal access and utilization
    • Manage online portal updates and communication process
  • Database Management
    • Maintain DAF client records as necessary in database
    • Manage statement delivery and communication process
    • New fund set-up and existing fund updates

SPECIAL QUALIFICATIONS:

  • Strong client service background
  • Experience working with high net-worth individuals
  • Familiarity with Donor Advised Funds and DAF database use (FIMS preferred)
  • Knowledge of philanthropic operations, systems and best practices and reports.
  • Excellent computer skills, including word, excel, and Outlook, philanthropic database applications (FIMS and Raisers Edge) and admin roles with web-based customer applications.
  • Strong problem-solving skills in a team environment.

EDUCATION OR TRAINING EQUIVALENT TO:

  • Four year college degree or equivalent

The Jewish Community Federation and Endowment Fund is an equal opportunity employer. We are committed to employment equity throughout all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, religion, sex, orientation, ethnicity, national origin, disability, or veteran status. We welcome and encourage diversity in the workplace.

APPLY BY EMAIL
hr@sfjcf.org

APPLY BY FAX
415.618.0320

APPLY BY MAIL
Human Resources
Jewish Community Federation
121 Steuart Street
San Francisco, CA 94105