Financial Development Administrator - Part Time
The Financial Development Administrator is responsible for entering and maintaining accurate gift and donor records in the database, assisting Branch and Association staff to use donor data effectively and contributing to projects and events in the Financial Development Department as needed.
- Creates, maintains and explains new reports, queries, and exports as needed for branch and Association staff. Updates/maintains data entry procedure guide. Uses and troubleshoots Financial Development systems, including AS400, Personify, Access and other external software systems, such as lockbox.
- Enters data to the donor database, including gifts, pledges, biographical information, event registrations, contact reports, email addresses, and any other data required for financial development purposes.
- Administers record keeping and acknowledgment process.
- Ensures data accuracy and integrity through merging duplicate records, performing global changes, running audit queries regularly, committing batches, and performing data cleanup of donor and prospect records, etc.
- Works with Finance Department to monitor and report on valuations of named endowment funds; administers record keeping and acknowledgement processes for all stock transfers, endowment gifts and memorials.
- Performs other support and administrative duties as needed to include participating in staffing the Financial Development help desk, the creation of professional correspondence, assisting with special events and other various projects, etc.
Qualifications - Required
- Minimum of 2 – 3 years experience in financial development or related field to include experience with donor databases (AS400, Personify, Access and other external software systems, such as lockbox)
- Computer and PC proficiency in custom imports and Microsoft Office 2000 suite of products
- Fast and accurate data entry skills
- Knowledge and understanding of financial development operations
- Excellent organizational skills along with an attention to detail
- Demonstrated customer service orientation with the ability to develop and maintain effective relationships with staff, donors, and volunteers
- Demonstrated written and verbal communication skills
- Ability to work independently and as part of a team exercising good judgment
- Flexibility to support time-sensitive functions such as special events, as needed
- Knowledge of accounting processes as they relate to fundraising
- Knowledge of annual, capital and endowment fundraising processes
- General knowledge of IRS laws regulating contributions
- Must be able to work on a computer for extended periods of time
- Travel locally for meetings and special events