Posted On: 2019-04-23
Closing On: 2019-05-23
Location: Toronto, ON
Effective: June 1, 2019
Employment Type: Full-Time
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Job Description

Organization Description

Cause Strategies Inc. is the charitable administration service provider for BenefAction Foundation, a leader in helping Canadians make strategic giving an integral part of their wealth management plans through the use of donor advised funds.          

Position Description

In this full-time position, you will be responsible for the administration of grants from charitable gift funds and stewarding donors to BenefAction Foundation donor advised funds.

Your duties will include:

  • Administering donor grant requests to charities on a weekly basis
  • Monitoring and recording cash transfers in accounting system, creating corresponding cheques, letters, etc. 
  • Ongoing communication with donors (via email, phone and letter correspondence) regarding grant activity, new gift funds, etc.
  • Communication with financial advisors regarding shared donors/clients as well as recipient charities
  • Reconciling gift fund accounts on a monthly basis
  • Review and distribution of quarterly donor reporting
  • Input of all activities and tasks into Client (Donor) Relationship Management system
  • Responding to donor and advisor inquiries and issues in a timely, responsive manner and escalating when appropriate
  • General administrative support for office and team

Role Requirements

  • Minimum three years of experience in grant administration or a related field
  • Customer/donor service focused
  • High attention to detail
  • Ability to take initiative and work independently
  • Professional demeanor
  • Able to communicate effectively in both English and French
  • Knowledge of Microsoft systems: Word, Excel, PowerPoint & Access
  • Proficiency with QuickBooks accounting system
  • Experience in accounting or investment management industry an asset

Interested applicants, please submit your resume and cover letter to