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Philanthropy Coordinator

Rosewood Family Advisors LLP
California, United States
Salary Not specified
Closing date
Feb 4, 2022

View more

Position Type
Administrative, Office Administration
Philanthropic Advisors
Employment Type
Full Time
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Rosewood Family Advisors LLP
Rosewood Family Advisors (RFA) is a multi-family office whose mission is to provide exceptional client service and advice. Our professionals help ultra-high net worth clients define and meet their goals by providing a diverse range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning.

RFA is looking for a Philanthropy Coordinator to assist with the daily operations of our dynamic department. You will work directly with staff and clients to increase efficiency and manage projects. This is a rare opportunity to contribute meaningfully to our expanding team while facilitating satisfying charitable giving experiences for our clients.

The ideal candidate is someone who consistently exercises sound judgement, can anticipate needs without being asked, is able to track and manage multiple complex and evolving projects, and is able to work well under pressure to meet tight deadlines. This is a wonderful long-term opportunity for an effective, detail-oriented, self-starter.


  • Maintain calendars and schedules of the philanthropy team, including preparing correspondence, arranging conference calls, and setting up virtual meetings.
  • Help conceive, project manage and support events, convenings, and gatherings for staff and clients.
  • Book travel arrangements and process expense reports.
  • Document meeting minutes and prepare follow-up communications.
  • Prepare and distribute documents to appropriate approval authorities.
  • Create and manage custom files and reports.
  • Monitor payments, reports, and projects to ensure timely processing and execution.
  • Perform research to support grantmaking and manage other special projects as assigned.


  • Minimum 2 years of administrative experience, preferably at a foundation, advisory company, wealth management firm, or family office.
  • Impeccable attention to detail.
  • Demonstrated ability to handle confidential and sensitive information in a professional and ethical manner.
  • Comfort and facility in dealing with a wide variety of business records in many different electronic formats; knowledge of grantmaking software a plus.
  • Strong document management and quality control capabilities.
  • Organizational and creative problem-solving skills.
  • Energetic, adaptable and comfortable working in a fast-paced, sometimes ambiguous environment.
  • Humility to undertake tasks as necessary to accomplish a project.
  • Excellent communication skills and strong customer service focus.
  • Passionate about philanthropy!

Please send a cover letter and resume to ( and include ‘Philanthropy Coordinator’ in the title. In your cover letter please tell us how your specific experience and accomplishments can add value to the team. RFA will contact qualified applicants.


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