Gift & Estate Planning Assistant - Vancouver, Canada - The Tandem Team

The Tandem Team

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Our client VGH & UBC Hospital Foundation is looking to hire a
Gift & Estate Planning Assistant to join their amazing team.

Please view the job description from
VGH & UBC Hospital Foundation below for more information about this exciting role

Who We Are

Gift & Estate Planning helps shape the future of health care in British Columbia by facilitating legacy giving to VGH & UBC Hospital Foundation.

Working with donors and prospects, the team secures support through bequests, securities, life insurance and other complex gift vehicles. Donors and prospects are engaged through personal contact as well as a series of strategic communications and events.

The department develops and implements annual and long-range plans to cultivate, solicit, and steward donors and prospects, using data analytics and innovative strategies to drive growth.

About The Role

Reporting to the Associate Director, Gift & Estate Planning, the Gift & Estate Planning Assistant performs and supports a wide range of activities including responding to enquiries, arranging meetings, preparing routine reports, correspondence, meeting minutes and presentations and following up on action items from other members of the team.

This individual is expected to provide a high level of customer service and exercise tact and diplomacy in working with donors, volunteers, professional advisors, and hospital medical and administrative leadership.

The incumbent is also responsible for administratively supporting the process of incoming gifts, legacy confirmations & enquiries packages and database entries.

Key Responsibilities

Contributes to departmental work planning by offering input and providing administrative support.
Provides administrative assistance and project support to help ensure all deliverables are met, includingmaintaining project documentation and an appropriate "bringforward" system for actions and deliverables.
Escalates unresolved issues or those that fall outside established protocol and policy, seeking direction andguidance from the AD, GEP and Director, GEP
What You Offer:
Strong administrative skills which are normally gained through previous administrative roles.
Proven ability to manage multiple assignments simultaneously; comfortable with rapid taskswitching.
Excellent communication skills both verbally and written
Demonstrate judgement and discretion in dealing with confidential and sensitive matters.
Ability to work under pressure and calmly maintain priorities when deadlines frequently change.
Intermediate skills and knowledge in Microsoft Office programs
Word, Excel, PowerPoint, Outlook
Basic skills for running and presenting data, processing and tracking expenses, and problemsolving abilities.
University degree or equivalent diploma, or combination of education and experience related to sales orfundraising.
Familiarity with a CRM database, Salesforce knowledge an asset.

What We Offer

Additional variable pay, benefits, flexible working arrangements, investment in professional development and subsidized access to fitness, cycling and parking facilities all contribute to a top-notch total rewards package.

To apply

Pay:
$48,549.00-$62,342.00 per year

Benefits: