Private Client Advisor

Responsibilities

• Serve as the primary relationship manager for a portfolio of private foundations
• Respond to client inquiries via email, phone, and video with precision
• Manage administrative and compliance processes to ensure legal and reporting obligations are met
• Coordinate efforts across grantmaking, tax, legal, and technology departments
• Lead the onboarding of new foundations and tailor technology platforms to client needs
• Provide expertise on private foundation regulations and operational best practices
• Identify opportunities for internal process improvements and service enhancements

Requirements

• 1–2 years in a client-facing, administrative, or compliance support role
• Experience in philanthropy, financial services, or a family office preferred
• Bachelor’s degree or equivalent professional experience
• Strong organizational skills and high attention to detail
• Proficiency in Microsoft Office
• Ability to maintain a dedicated, distraction-free home office with high-speed internet

About the Company

Foundation Source provides specialized services and technology to help private foundations operate smoothly, compliantly, and with purpose.