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Planned Giving Clerk
7 days ago
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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