7 дней назад
Executive Support & Charitable Giving Coordinator
80 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Executive Support & Charitable Giving Coordinator (Financial Services): Supporting the EVP, Head of Advisor Sales, while coordinating charitable giving, volunteer programs, employee campaigns, and onsite events with an accent on executive administration, program operations, and employee engagement. Focus on managing competing priorities, administering giving workflows and records, coordinating nonprofit and community partnerships, and executing events in the Concord office.
Location: Concord, California, United States; hybrid schedule with a regular onsite presence
Base salary: $80,000–$90,000 per year, plus variable incentive compensation and benefits.
Company
provides technology, investment solutions, trust services, and consulting to more than 10,500 financial advisors.
What you will do
- Provide dedicated administrative support to the Executive Vice President and Head of Advisor Sales, including calendar management, travel, meetings, expenses, documents, invoices, and follow-through.
- Coordinate executive engagements, leadership events, sales and marketing events, client and advisor activities, vendors, communications, and onsite logistics.
- Administer the Charitable Giving program, including calendars, workflows, employee inquiries, records, communications, and the program inbox.
- Manage Uncommon Giving processes covering employee access, matching gifts, donations, volunteer opportunities, campaigns, and issue escalation.
- Coordinate employee giving campaigns and company-wide volunteer initiatives with nonprofit partners, Volunteer Leads, Workplace Experience, Internal Communications, and People & Culture.
- Track donations, matching activity, participation, volunteer engagement, VTO usage, and other program outcomes while maintaining documentation and reports.
Requirements
- 2–5 years of experience in administrative assistance, coordination, executive support, or a similar role.
- Experience managing calendars, meetings, travel, events, communications, multiple priorities, and deadlines.
- Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
- Strong organization, communication, judgment, discretion, attention to detail, and follow-through.
- Ability to learn and use Workday, Uncommon Giving, Concur, and other business systems.
- Must be legally authorized to work in the United States; visa sponsorship is not available.
Nice to have
- Experience supporting senior leaders and handling confidential or sensitive information.
- Experience with employee engagement, charitable giving, volunteer programs, events, or community partnerships.
Culture & Benefits
- Hybrid work schedule with a regular onsite presence in Concord.
- Paid time off, sick time off, and volunteer time off.
- 401(k) with a 6% employer match.
- Medical, dental, and vision plans, plus an HSA employer contribution for HDHP participants.
- Career development, recognition, fitness reimbursement, and an inclusive workplace.
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