Rosewood Family Advisors
Location
Palo Alto, CA | United States
Job description
Rosewood Family Advisors LLP
Rosewood Family Advisors (RFA) is a multi-family office whose mission is to provide exceptional client service and advice. Our professionals help ultra-high net worth clients define and meet their goals by providing a diverse range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning.
Summary
RFA is looking for a Philanthropy Associate to help create top-quality philanthropic experiences for our clients. You will work with staff and clients to help manage the flow of grant projects through their full lifecycle, from initial due diligence to final reporting. This is an opportunity to contribute meaningfully to our expanding team while facilitating satisfying charitable giving experiences for our clients.
The ideal candidate is someone who consistently exercises sound judgement, can anticipate needs without being asked, and is able to track and manage multiple complex projects simultaneously. A collaborative nature, customer-service orientation, and attention to details are also important characteristics. This is a wonderful long-term opportunity for an effective, detail-oriented, self-starter.
Primary Responsibilities
- Prepare and maintain grant records that meet legal, audit, and internal requirements.
- Monitor payments, reports, and projects to ensure timely processing and execution.
- Facilitate grants payment process and ensure documentation of completed payments for new and subsequent payments.
- Create and manage custom files and reports.
- Document meeting minutes and prepare follow-up communications.
- Help conceive, project manage and support events, convenings, and gatherings for staff and clients.
- Perform research to support grantmaking and manage other special projects as assigned.
Qualifications
- Minimum 3 years of professional experience, preferably at a foundation, advisory company, wealth management firm, or family office.
- Demonstrated ability to handle confidential and sensitive information in a professional and ethical manner.
- Comfort and facility in dealing with a wide variety of business records in many different electronic formats; knowledge of grantmaking software a plus.
- Strong document management and quality control capabilities.
- Organizational and creative problem-solving skills.
- Energetic, adaptable and comfortable working in a fast-paced, sometimes ambiguous environment.
- Humility to undertake tasks as necessary to accomplish a project.
- Passionate about philanthropy!
Applicants
Please send a cover letter and resume to Suruchi Tronstad ([email protected]) and include ‘Philanthropy Associate’ in the title. In your cover letter please tell us how your specific experience and accomplishments can add value to the team. RFA will contact qualified applicants.
Location
Position will be based out of our Palo Alto office. RFA offers flexible working arrangements. As of October 2022, the RFA staff are free to work from home two days per workweek.
Salary
Annual compensation range is $90,000- $100,000. Offers are based on the candidate’s years of experience and our desire to pay competitively within our market.
Job tags
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