Careers with Prism the Gift Fund

We are looking for a Relationship Manager to join our team in order to help manage various diverse and exciting accounts within Prism the Gift Fund. In this role, you will personally manage and administer both a portfolio of HNW donors and their giving as well as a number of Collective Funds accounts.

The successful candidate will have excellent numeracy and administration skills and proven experience of building and managing client relationships effectively. This is a fantastic opportunity for someone looking to work within a small, yet dynamic charity where they can play a key part in increasing the flow of funds into the charitable sector and see the impact of the work they do.

The Organisation:

Prism the Gift Fund (Prism) increases giving to charity by offering a personal service to those donating large sums of money. We are a registered charity working with high net worth individuals, foundations and groups of donors to administer their charitable giving. Our growing team is a talented team of exceptional colleagues who are professional, dynamic and hard working. This year, Prism’s CEO Anna Josse has been recognised as one of the Top Recommended Philanthropic Advisors by Citywealth’s Leader’s List and Prism has also been recognised by the Third Sector at the latest awards in 2020 as a charity that has created an outstanding workplace and awarded Best Charity to Work For status.

Responsibilities:

•Managing key collective fund and donor advised fund clients for Prism

•Administering clients’ finances, including but not limited to managing book-keeping, reconciliation, cashflow, banking, making payments, and providing donation summaries and statements.

•Day to day client liaison and management

•Ensuring prompt, clear, and compelling communications with clients

•Conducting due diligence to ensure all clients’ activities abide by the UK charitable law and the Charity Commission’s regulations

•Assisting in development of effective strategies to steward Donor Advised Fund (DAF) and Collective Fund (CF) clients

•Vetting and recording of new payees, contractors and grant recipients

•Monitoring and recording donations into clients’ funds

•Working closely with the processing and compliance team to ensure a high level of service delivery

•Working with the rest of the team to help grow our DAF and CF  client base

•Monitoring and assessing project reports from grantees and clients

•Maintaining relationships with important associates

•Dealing with any other third party service providers as and when is necessary

The Candidate

This is a fantastic opportunity for a detail-oriented person who has strong inter-personal and excellent administrative skills. We are looking for someone talented and engaging, with a positive attitude to work who can integrate quickly within the rest of the team and work closely with them in order to ensure that we are delivering the most efficient and high-quality service to our clients. You will be highly organised, conscientious and process driven, with a proven ability to work well within a changing regulatory framework to ensure client compliance with charitable law. This is a role for someone with experience of effectively managing client relationships and is passionate about the charitable sector and making a difference.

• A proven track record of establishing and managing partner relationships
• A sharp thinker with a proven track record of delivering income against agreed targets and timescales (this may be from either the charity or private sector)
• A good understanding of the level of service required by HNW individuals in the private sector and a passion for delivering exceptional donor stewardship
• Highly numerate
• You will be a confident speaker both on the phone and at events and will relish the opportunity to promote Prism and communicate with ease the technical details of what we do
• Comfortable working with confidential or sensitive data with knowledge of how to communicate and store information safely
• Focused with meticulous attention to detail
• Extremely organised with the ability to work under pressure, use initiative and manage multiple priorities to meet deadlines
• Previous administrative experience and comfortable handling administration for a number of diverse accounts
• Team player with the ability to work well with the rest of the team in order to develop, implement, and monitor effective processes for collective fund clients
• Excellent computer skills, being proficient in Microsoft Office and other software tools for managing a variety of internal processes
• Knowledge and understanding of the Charity Sector desirable

Applications close on 19th November 2021  but please get in touch ASAP so we can start the conversation as soon as possible!

Salary between £26,000 - £32,000. 

Prism the Gift Fund actively promotes equality, diversity and inclusion. We look for an alignment of values with how we work, irrespective of age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We do this because we know greater diversity will make us an even more effective organisation! 

Please provide evidence of your ability to match the criteria outlined in the role competencies and ensure your letter includes details of your latest salary and notice period.