Philanthropy Co-op

About Nicola Wealth:

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

Purpose of the Role::

Nicola Wealth recognizes that our clients value community involvement and giving back. Philanthropy is what connects us. The Nicola Wealth Private Giving Foundation (PGF) is a charitable, Public Foundation. It is an alternative to a private foundation, allowing donors to enjoy administrative convenience, cost savings, and tax advantages by making their charitable donations and grants through a donor advised fund.

As a Philanthropy Co-op you will provide administrative support to the PGF team. This role will support the team in administering day-to-day operations of the PGF including opening new PGF accounts and processing donation and grant transactions while supporting the goal of providing our clients with a seamless donor experience. This role requires exceptional communication and problem-solving skills in order to provide a high level of administrative service to our high-net worth clients.

This is an 8-month co-op work term starting in September. This is a hybrid role located in our Vancouver office.

Core Responsibilities:

• Prepare and manage administrative documents for new Donor Advised Fund accounts, ensuring accuracy and compliance. 
• Prepare and manage administrative documents for existing Donor Advised Fund accounts, as updates or changes are required. 
• Facilitate donations into the PGF, including in-kind gift transfers, database management, and issuing tax receipts.
• Communication with clients and internal stakeholders as required.
• Support with disbursements and communication to external charities may be required.
  
  

Required Skills & Qualifications:

• Currently enrolled in 3rd or 4th year of studies in a post-secondary degree or diploma in Finance, Economics or Business. 
• 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. 
• Experience within the Charitable sector is an asset. 
• 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. 
  
  

Compensation & Benefits Package:

Our co-op positions offer a competitive market salary of $26 per hour, along with additional benefits. 

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!