What are the responsibilities and job description for the Philanthropy Associate position at Rosewood Family Advisors?
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, 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.
- Maintain calendars and schedules of the philanthropy team, including preparing correspondence, arranging conference calls, and setting up virtual meetings.
- Book travel arrangements and process expense reports.
- Keep Philanthropy Manual updated, including developing templates.
- Research and prepare information for meetings and presentations.
- Perform research to support and manage other special projects as assigned.
Qualifications
Applicants
Please send a cover letter and resume to (philanthropyjobs@rfallp.com) 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
The position will be based out of our Palo Alto office. RFA offers flexible working arrangements. As of February 2025, staff are expected to work from the office 2-3 times per week.