Philanthropy Co-op

Nicola Wealth • Vancouver, BC

3h • Hybrid

About The Position

Nicola Wealth is a national leader in wealth management, recognized for its sophisticated financial planning, diversified private investment funds, high client retention rate, and award-winning culture. The firm is experiencing significant growth and is dedicated to upholding its values through this expansion. Nicola Wealth fosters a collaborative, creative, and entrepreneurial environment where employees from diverse backgrounds can make a real impact and build rewarding careers. This co-op opportunity is for a student currently enrolled in their 3rd or 4th year of post-secondary studies, offering valuable work experience and a chance to bring formal learning to life within a collaborative, client-focused team. The role specifically supports the Nicola Wealth Private Giving Foundation (PGF), a charitable Public Foundation that assists donors with charitable donations and grants through a Donor Advised Fund. The Philanthropy Co-op will provide administrative support for day-to-day operations, including managing charity contacts, opening new PGF accounts, processing donation and grant transactions, and ensuring a seamless donor experience for high-net-worth clients. This position requires exceptional communication and problem-solving skills.

Requirements

• Currently enrolled in 3rd or 4th year of studies in a post-secondary degree or diploma.
• Exceptional attention to detail and consistent, highly accurate work.
• Strong client service / client relations skills and prior experience.
• Proficiency in MS Office including MS word, Excel, PowerPoint, and Outlook.
• Excellent communication skills in English (both written and verbal).
• A self-starter with the ability to take initiative and think critically to seek out information and solutions independently.
• Experience working independently, as well as in partnership with other team members.
• The ability to work in a dynamic and fast paced, entrepreneurial environment requiring strong organization, time management and prioritization skills with the confidence to adapt to change as necessary.

Nice To Haves

• Experience within the Charitable sector is an asset.

Responsibilities

• Prepare and manage administrative documents for new accounts, ensuring accuracy and compliance.
• Prepare and manage administrative documents for existing accounts, as updates or changes are required.
• Facilitate donations, including in-kind gift transfers, database management, and issuing tax receipts.
• Communication with clients and internal stakeholders as required.
• Communication with charities and community partners.
• Support with disbursements as required.

Benefits

• Competitive base salary hiring range of $26/hr dependent on experience, skills, qualifications and internal equity.
• Profit sharing
• Benefit programs
• Opportunity to participate in our share ownership program

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed