Charitable Giving Program Coordinator

Charitable Giving Program Coordinator - 12 Month Contract

Solus Trust Company is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians. Solus Trust provides personal estate, trust and agency services to our clients, including those referred externally via Centers of Influence and other financial institutions.

Solus Trust works with the Raymond James Canada Foundation (RJCF) and RJL Financial Advisors and their high‑net‑worth clients to achieve both financial and philanthropic goals. The Charitable Giving Fund (CGF) simplifies strategic giving, allowing clients to focus on what matters most.

The Charitable Giving Program Coordinator reports to the AVP Charitable Giving Program and provides administrative, accounting and marketing support to the CGF. The role collaborates with the CEO of Solus Trust, the Executive Director of the RJCF and other CGF team members, responding to advisor and client inquiries and supporting day‑to‑day operations.

• Prepare and process account opening documentation for the CGF program.
• Prepare and process transfer documentation for CGF accounts.
• Liaise with various departments – Account Profile, Transfers, Finance and RJCF – to ensure timely and successful CGF administration.
• Assist advisors, assistants and clients with forms and procedures.
• Process, track and reconcile charitable donations from both internal and external sources (securities in‑kind, cheque and credit card).
• Accurately record and process incoming donations and grants.
• Handle cheques and ensure all financial transactions are documented and reported in compliance with organizational policies.
• Assist in the preparation of financial reports and summaries for management review.
• Act as a liaison between Advisor teams to facilitate effective communication and collaboration.
• Schedule and organize meetings, ensuring all relevant parties are informed and prepared.
• Maintain up‑to‑date records of team activities and progress.
• Collaborate with the AVP Charitable Giving Program to ensure successful administration of the CGF program within Solus Trust.
• Provide general administrative support – managing correspondence, filing and data entry.
• Process and track grant cheque distributions from CGF accounts to registered charities.
• Handle mail‑outs and maintain a database of the administrative process.
• Process communication from grantee organisations to donors.
• Assist in the development and implementation of administrative procedures and systems.
• Provide monthly and ad‑hoc reporting on account activity, performance, etc.
• Support the planning and execution of events and projects as needed.
• Support the Philanthropic Advisor and team members with administrative tasks as required.

• Post‑secondary education.
• Strong interest in philanthropy.
• Commitment to excellent client service and a friendly, professional manner.
• Strong organisational, multitasking and prioritising skills; exceptional attention to detail.
• Ability to liaise and communicate effectively with all levels of staff and management.
• Well‑developed interpersonal skills; ability to exercise tact and discretion.
• Ability to maintain a high level of confidentiality and discretion, sound judgement and prior experience working with confidential information.
• Ability to work within deadlines in a high‑volume, demanding environment while maintaining high service standards.
• Excellent problem‑solving skills and ability to work independently with minimal supervision.
• Background in Finance, Business Administration, Marketing or Human Resources.
• Knowledge of brokerage account documentation and processes.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Experience with Raisin or other credit‑card payment portals is an asset.
• Experience with CRM or other relationship‑management software is an asset.
• Bilingual French/English is an asset.

Upon eligibility, Raymond James Ltd offers flexible work styles, a competitive compensation and benefits package. Benefits include health benefits, RRSP matching program, employee stock purchase plan, paid time off,…