Gift Processing Coordinator

4 weeks ago

New York, United States The Custom Group of Companies Full time

Our client, anti-hate organization is seeking an Operations Assistant to join their Planned Giving team.


  • This position is temp-to-hire.
  • The position is hybrid, Tuesday, Wednesday and Thursday will be onsite.
  • The work hours are 9am – 5:30pm.
  • The pay rate is $27.00 per hour.
  • The perm salary is $55,000 annually.


PRIMARY FUNCTION:

The Operations Assistant is a pivotal player on the planned giving team within the Growth Division. This position is the ideal entry point from which to observe and learn all about the field of Planned Giving, within Development department.

The Assistant’s role focuses on providing a broad range of administrative and project management support to the Senior Director and planned giving staff.

Successful candidates will have exceptional customer service skills, strong attention to detail, excellent communication and follow through, and be genuinely excited to help support the organization’s internal operations.

The successful candidate enjoys being a part of a collaborative and energetic team and thrives in a dynamic, fast-paced organization.


Responsibilities

Primary:

  • Provide general administrative support to the Planned Giving team, including document creation, copying, filing and answering phones.
  • Prepare, mail, record and track planned giving information and Livingston Legacy Society welcome packets to donors who request information.
  • Prepare, mail, record and track various donor communications.
  • Undertake ongoing database management of donor accounts.
  • Prepare check requests for vendor payment as needed and submit transmittals.
  • Correspond with life insurance companies to maintain and update the life insurance policy portfolio records.
  • Schedule and provide administrative support for meetings.
  • Maintain office systems to ensure the smooth flow of information and record keeping, including electronic and hard copy files.
  • Receive, sort and distribute incoming mail. Respond to routine and more complex correspondence requiring the exercise of judgement and discretion.
  • Prepare donor prospect outreach forms.


Qualifications

Skills:

  • Technical competence required. Comfort learning and utilizing new technology is essential.
  • Strong Microsoft Office Suite skills-particularly Outlook and Excel.
  • Ability to complete advanced formatting, layout, and mail merge tasks.
  • CRM or donor database, particularly Salesforce, experience welcome.
  • Organized, problem-solving focus, an astute attention to detail, and the ability to maintain confidentiality and handle sensitive information essential.
  • Ability to work independently and effectively in building strong working collaborative. relationships and desire to learn and grow as part of a team in a fast-paced environment.
  • Strong organizational and administrative skills, with a demonstrated track record of establishing effective systems that foster teamwork and improve efficiency.
  • Ability to organize and prioritize tasks, and comfort in dealing with ambiguity inherent in building new processes and procedures.
  • Excellent written and verbal communication and interpersonal skills.
  • Curious intelligence.
  • Commitment to transparency, accountability and direct communication.


Work Experience:

  • The ideal candidate has work experience in a customer service capacity.
  • Experience in an administrative role in non-profit fundraising, operations and the life insurance industry a plus.


Education:

  • Associate degree or equivalent progressive work experience required.
  • Bachelor’s degree preferred.

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