Private Client Advisor

Serving as a primary relationship manager for private foundations, the full-time Private Client Advisor will handle client inquiries, manage compliance processes, and lead onboarding efforts, all while working remotely. Key responsibilities Manage a portfolio of private foundations, ensuring high-quality client relationship stewardship Oversee administrative and compliance processes to meet legal and reporting obligations Lead the onboarding of new clients while providing insights on foundation regulations and best practices Required qualifications 1-2 years in a client-facing, administrative, or compliance support role, preferably in philanthropy or financial services Bachelor's degree or equivalent professional experience required Strong organizational skills with a methodical, service-oriented mindset Proficiency in Microsoft Office and ability to learn new internal platforms High integrity and respect for confidentiality in client interactions