Professional Advisor Relations Assistant (TBF)

How to Apply

All applications should be submitted online. 

Go to and select Professional Advisor Relations Assistant to complete our online application process.

Diversity candidates are strongly encouraged to apply. Equal Opportunity Employer.


Job Description

Title: Professional Advisor Relations Assistant

Department:  Philanthropy Group

Reports To: Professional Advisor Relations Officer

FLSA Classification: Non-Exempt        FTE:  1

Supervises: None


Position Summary:

The Professional Advisor Relations Assistant provides organizational and administrative support to the Professional Advisor Relations team and serves as a resource to professional advisors on the services of the Boston Foundation.


Essential Functions:

  • Support the development and distribution of original content designed to build and maintain a strong referral network from professional advisors including wealth planners/managers, attorneys, family offices, tax professionals and other trusted advisors;
  • Monitor relevant social media and contribute to online content for a professional advisor audience;
  • Support regular communication with existing professional advisor community through both mass communications and personalized interactions;
  • Provide technical and administrative support for events including managing timelines and activities in coordination with the Events Team, tracking and coordination of guest lists, invitation mailings and follow up correspondence; assist with occasional events in the mornings (prior to 9:00am) and evenings (after 5:00pm);
  • Coordinate the review and updating of marketing materials focused on a professional advisor audience;
  • Support the Professional Advisor Relations team in advance, during and after meetings as appropriate including research, preparation of development packets, travel arrangements and expense reimbursements;
  • Research local, regional and national prospect referral sources;
  • Provide key administrative support to maintain prospect, donor and fund records in Salesforce database; ensure timely entry of activities;
  • Work collaboratively with colleagues to implement and uphold data integrity protocols to ensure accurate reporting and inform departmental activities;
  • Run reports from Salesforce and Foundation Power databases, and review and analyze data related to professional advisor relations activities;
  • Manage calendars for the Professional Advisor Relations team;
  • Process and submit expense reports and invoices on a semi-monthly basis;
  • Field donor and prospect inquiries via telephone, correspondence and email;
  • Maintain notes and agendas for committee and team meetings; and
  • Provide general administrative support to other department team members as requested.

Other Duties and Responsibilities:

  • Individuals assigned to this position may perform other duties as assigned.


Preparation, Knowledge, Previous Experience:

  • College degree or equivalent; and
  • At least 3 years of office-based administrative work experience.

Skills, Abilities, Competencies:

  • Solid organization skills and impeccable attention to detail and accuracy;
  • Excellent written and verbal skills; strong customer service orientation;
  • Excellent writing, proofreading and editing skills;
  • Knowledge of non-profit administration a plus;
  • Strong knowledge of Microsoft Office products - especially Word, Excel, Outlook and Power Point; Salesforce or other database experience strongly preferred;
  • Excellent data management and reporting skills;
  • Professional and mature interpersonal work style, ability to interact well with a diverse range of people;
  • Ability to adjust work activity to various management styles;
  • Ability to make decisions regarding organizing own workload and managing multiple tasks;
  • Must be independent, proactive and able to work under the pressure of tight deadlines;
  • Participatory work style; team player and sense of humor; ability to give and receive feedback;
  • Willingness and ability to work outside the regularly scheduled work day as needed;
  • Strong goal orientation with flexibility to adapt to changing priorities; and
  • Willingness and ability to handle confidential information.

Working Conditions & Physical Demands:

  • Ability to sit for long periods of time;
  • Ability to use a keyboard for extended periods of time; and
  • Ability to lift and carry up to 25 pounds, occasionally.

The content is intended to describe the general nature and level of work being performed by persons assigned to this job.  It is not intended to constitute an exhaustive list of all responsibilities and duties required.

External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation.  Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.

This job description is intended to be general and may be revised from time to time.  At management’s discretion, the employee may be assigned different or additional duties from time to time.





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  • Biz Ghormley
    published this page in Job Board 2018-09-14 17:33:42 -0400