Planned Giving Clerk

7 days ago


Hoffman Estates, Illinois, United States The Salvation Army Full time

Job Title: Planned Giving Clerk

Company: Unnamed

The Planned Giving Clerk will assist Planned Giving during the summer months in a temporary role.

Responsibilities:

  • Research details of uncashed Charitable Gift Annuity checks in the BoA Account. Process payments sent to unclaimed property.
  • Contact donors with uncashed Charitable Gift Annuity checks issued by BNY Mellon to update their information using provided scripts.
  • Contact donors receiving Charitable Gift Annuity payments by check to explain the benefits of ACH or wire delivery.
  • File gift annuity documents and organize deceased annuitant files for storage.
  • Make copies as necessary.

Requirements:

Education: High school graduate

Experience: Proficient in using scanner, copy machine, computer, and printer

Skills:

  • Follow directions accurately
  • Attention to detail
  • Strong organizational skills
  • Professionalism
  • Understanding of office administration procedures
  • Ability to work effectively in a team

Physical Requirements:

  • Good speaking, hearing, and vision ability, along with excellent manual dexterity
  • Occasional lifting, pulling, and pushing of materials up to 25 pounds
  • Requires bending, squatting, walking, and standing for extended periods

Working Conditions: Work is in a typical office environment. Part-time and seasonal position.



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