The Fund Administration and Impact Coordinator provides comprehensive fund administration and administrative support for the region while contributing to donor stewardship and charity engagement activities. This role is responsible for ensuring accurate records, timely processing of transactions, and a high‑quality service experience for fundholders. In addition, the Coordinator supports their regional Generosity and Impact Team through preparation, coordination, and follow‑up activities related to donor and charity relationships.

This position plays a key role in the day‑to‑day operational effectiveness of the region and contributes to advancing donor generosity and charitable impact through reliable administration and developing advisory support.

KEY RESPONSIBILITIES

Fund Administration

1. Process Donor Transactions: Process recommended disbursements and gift acceptance in compliance with organizational policy and process (often acting as the bridge between Generosity and Impact Advisors, donors / charities, and the Finance Department), ensuring accuracy, timeliness, and appropriate documentation.
2. Maintain Accurate Records and CRM Management: Manage donor, fund, and charity records in CRM systems. Ensure files are complete, accurate and current to support Generosity Plans® and Charity Partnership Funds.
3. Deliver Exceptional Fundholder Service: Respond promptly, professionally, and with a donor‑centred approach to fundholder inquiries via email, phone, or walk‑in. Inquiries from donors may include donation or disbursement status updates, tax receipts, or changes to contact information. Inquiries from charities may include guiding charities on getting set up to receive donations and corresponding throughout the disbursement process.
4. Support Regional Operations: Prepare correspondence and reports as required. Receive and distribute mail, faxes, and emails. Ensure office systems, supplies, and workflows support a productive regional environment.
5. Enable Team Effectiveness: Proactively anticipate administrative needs, share information, and support smooth workflows for the region.

Generosity and Impact Coordinator

The responsibilities listed below will be introduced gradually after proven fund administration capability, in a supportive, development-focused environment. (Anticipated first year will be solely focused on Fund Administration responsibilities.)

1. Advisor Support and Preparation: Prepare background materials, donor summaries, reports, and follow‑up documentation for Generosity and Impact Advisors and Director.
2. Donor and Charity Engagement Support: Participate in or lead select donor or charity meetings, with responsibility for follow‑up actions and documentation.
3. Donor Stewardship: Manage routine donor touchpoints such as acknowledgements, information requests, scheduling, and basic follow‑up communications.
4. Generosity Plan and Charity Partnership Fund Assistance: Support the preparation and implementation of Generosity Plans and Charity Partnership Funds, including data collection, tracking, and coordination.
5. Learning and Professional Development: Engage in ongoing learning related to generosity, philanthropy, donor stewardship, and charitable impact, with a clear growth pathway toward an Advisor role.

QUALIFICATIONS

Required 

• Previous experience in administrative, operations, or client service support roles 
• Intermediate working experience with Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, SharePoint) 
• Experience working with CRM or database systems 

Preferred / Developmental 

• Exposure to fundraising, donor relations, customer service, finance, or client advisory environments 
• Interest and understanding of the Canadian charitable sector, generosity, philanthropy, or charitable impact

Skills and Attributes

• Highly detail‑oriented with strong organizational skills
• Excellent verbal and written communication skills, demonstrating professionalism, integrity, and discretion in all interactions
• Able to manage competing priorities and adapt in a changing environment while also able to process routine tasks
• Demonstrates professionalism, integrity, discretion, and sound judgement
• Strong interpersonal skills with ability to communicate with donors and partners tactfully and confidently
• Self‑starter who works independently while contributing effectively to a team
• Curiosity and willingness to learn donor engagement and generosity practices