Client Services Associate, Premier Group – Fairfield, CT

The Client Services Associate (CSA) provides administrative support to the Premier Services team of Foundation Source’s Client Services department. The CSA will help support a team of 12 and will report to the Senior Operations Specialist. The Premier Services team serves a client base of Foundation Source’s highest revenue generating clients and their board members, staff, financial advisors and other trusted counselors.

Read Full Description

Associate Private Client Advisor – Fairfield, CT

The Associate Private Client Advisor (APCA) provides support to both a team of Private Client Advisors and to an initial group of private foundation clients, assisting in guiding clients through all aspects of Foundation Source services. The APCA is responsible for assisting with the retention of the company’s clients by responding to client questions and requests and for engaging the full resources of the company in delivering superior customer service to our private foundation clients. An ideal candidate will have spent time providing high-level administrative and exceptional customer service support at a family foundation, financial services firm, or other similar experience.

Read Full Description

Administrative Assistant: Tax & Legal Department – Lake Success, NY

We are looking for a detail oriented multi-tasker who will assist in all areas of administration across the Tax & Legal department at Foundation Source. We are seeking a quick learner who works well with a team, as well as independently. The ideal candidate is highly motivated, takes initiative, and has the ability to work under tight deadlines in a fast paced environment.

Read Full Description

TAX ACCOUNTANT – LAKE SUCCESS, NY

We are seeking an accountant to be a key player in our Tax & Legal Affairs department.  The position requires an ability to analyze financial information, interpret tax rules, and complete work with accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction within our close-knit team, with clients, and at times with the IRS.

Read Full Description