Charitable Giving Account Administrator

Northern Trust•Chicago, IL
•$74,200 - $126,200

About The Position

The Charitable Giving Account Administrator supports Northern Trust’s Charitable Giving Solutions Team in administering Donor Advised Fund and Private Foundation Administration products. The role supports day-to-day activities for both products, responds to inquiries from internal relationship teams and external clients, and builds rapport with Northern Trust partners, prospects, and centers of influence. The administrator oversees daily product administration, including account opening, onboarding, grant making, account maintenance, and related transactions. The position also supports workflow across both products, handles requests through shared email inboxes and phone lines, contributes to program collateral, and identifies opportunities to improve efficiency, processes, and service delivery.

Requirements

  • Minimum of 3–5 years of experience in donor advised funds, private foundations, or related fields.
  • Excellent interpersonal, written, and verbal communication skills, including the ability to convey complex information clearly.
  • Analytical, problem-solving, and organizational skills to identify, manage, and escalate risks and issues.
  • Strong attention to detail and ability to manage multiple tasks, deadlines, and administrative responsibilities.
  • Proficiency in data analysis, report generation, and performance measurement.
  • Proficiency with relevant software applications, including Microsoft Office Suite (Word, Excel, and PowerPoint).
  • Ability to understand complex issues and navigate or escalate them effectively.
  • Demonstrated commitment to maintaining confidentiality when handling sensitive information.
  • Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future.

Nice To Haves

  • Practical knowledge of donor advised funds and private foundations.
  • Experience with individual and institutional clients.
  • Experience in the financial services industry and/or a client service background.
  • Demonstrated experience in relationship management and compliance.
  • Background and understanding of donor advised funds.
  • Experience with internal Northern Trust systems.
  • Demonstrated success working in a small team and collaborating across teams to support and develop business.

Responsibilities

  • Serve as the key point person for administration of donor advised fund and private foundation products.
  • Manage team dynamics and product workflow, splitting time evenly between donor advised fund and private foundation administration.
  • Support account opening, onboarding, grant making, and maintenance for donor advised fund and private foundation clients.
  • Respond to requests from internal and external sources through shared email inboxes and phone lines.
  • Oversee and execute daily administrative activities within prescribed deadlines, including wire transfers, grant recommendations, securities gifting, and check distributions.
  • Participate in creating and maintaining program collateral.
  • Identify service efficiency enhancements, process improvements, and service delivery improvements.
  • Respond to inquiries from internal relationship teams and external clients.
  • Analyze data, generate reports, and measure performance to inform decisions for the Northern Trust Charitable Giving Program.
  • Identify, manage, and escalate risks and issues.
  • Build and maintain relationships with internal stakeholders, clients, external partners, prospects, and centers of influence.

Benefits

  • Retirement benefits, including a 401(k) and pension.
  • Health and welfare benefits, including medical, dental, vision, spending accounts, and disability benefits.
  • Paid time off.
  • Parental and caregiver leave.
  • Life and accident insurance.
  • Other voluntary and well-being benefits.
  • Discretionary bonus program that may include an equity component.
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