Finance And Documentation Coordinator

Description:

The Winnipeg Foundation, Canada’s first community foundation, is seeking a Finance and Documentation Coordinator to support its Finance team through detailed fund administration, legal documentation, and organizational record-keeping. This hybrid role is integral in maintaining accurate fund files, preparing board reports, assisting with legal documentation, and supporting overall financial operations. The position is ideal for a highly organized and detail-oriented individual passionate about community impact and administrative excellence.

Key Responsibilities:

Fund Setup and Administration:

• Set up and manage fund records including digital and paper files.

• Ensure records follow document retention policies and internal protocols.

• Coordinate with internal teams to keep fund information accurate and current.

• Manage internal approval workflows and respond to fund-related queries.

• Prepare reports for senior management and the board on fund activity.

Legal Administration:

• Draft legal agreements using pre-approved templates and assist with legal correspondence.

• Review final documents for formatting, grammar, and clarity.

• Manage signature processes and ensure version control of all legal records.

• Track deadlines and maintain legal calendars.

General Administration:

• Prepare agendas and take minutes for board meetings of sub-entities.

• Attend internal committee meetings as needed.

• Provide support on additional administrative tasks within the Finance team.

Required Qualifications:

Education and Experience:

• Diploma in Office or Business Administration.

• 1–3 years of office administration experience (preferred).

Skills and Abilities:

• Proficiency in Microsoft Office Suite (especially Word).

• Familiarity with Adobe Pro or document automation tools is an asset.

• Exceptional attention to detail and strong proofreading/editing skills.

• Strong verbal and written communication skills.

• Ability to handle confidential and sensitive information responsibly.

• Effective multitasking and time management in a fast-paced environment.

• Strong organizational and independent working capabilities.

Benefits and Perks:

• Starting salary: CA$43,600 – CA$54,500 annually

• Comprehensive health and dental benefits

• Health Spending Account and virtual doctor services (Consult+)

• Employee and Family Assistance Program (EFAP)

• Pension plan eligibility after 6 months

• Three weeks of vacation to start

• Subsidized bus pass (Eco-pass)

• Parental leave top-up

• Professional development support