Charitable Solutions Generalist

Charitable Solutions Generalist provides entry to intermediate project management support for Charitable Solutions and RJ Trust. Responsibilities include representing the department on projects, assisting with research, documentation, testing, process improvement efforts, requirements gathering, building project plans, creating and maintaining internal project management tools, maintaining documentation and communications, receiving training in project management methodology, providing administrative support to PM teams, understanding business impacts of initiatives, aiding in the creation of Business Case documents, supporting functions in new accounts and grants processing, overseeing funding related to planned gifts and onboarding successors in DAF accounts, assisting with general client service via phones and emails, and adapting to changes with a focus on timely, accurate delivery. Skills emphasized include project documentation, coordination, clear communication, data analysis, problem-solving, teamwork, and ongoing development in project management and administration. The role is hybrid with travel less than 25%, and compensation is described as base salary plus potential bonuses or commissions, with comprehensive benefits at Raymond James. The posting is with Raymond James, a diversified financial services firm.