Financial and Membership Facilitator

2 weeks ago

Middleton, United States Wisconsin Retired Educators Associa Full time
Job DescriptionJob Description

WREA Financial and Membership Facilitator—July 2023

 

Office Administration:

·                           maintain confidentiality of membership records and other WREA business

·                           proficient in Word, Excel, Outlook, Power Point and Cloud based receptacle

 

Financial:

·         assist Executive Director and WREA Treasurer with budget development for the WREA and the WREA Foundation

·         responsible for maintaining financial records for the WREA and the WREA Foundation

·         prepare both the WREA and the WREA Foundation monthly report

·         prepare both the WREA and the WREA Foundation budget worksheets

·         work with the WREA and the WREA Foundation treasurers to review investments

·         prepare both the WREA and the WREA Foundation bank deposits

·         reconcile both the WREA and the WREA Foundation bank statements

·         assume primary responsibility in facilitating both the WREA and the WREA Foundation annual compilation

·         post, record and mail receipts for all donations, memorials, legacy funds and special foundation project activities

·         prepare backup of both the WREA and the WREA Foundation Quick Books system after posting

·         responsible for Accounts Payable and Receivable

 

Communication/Information/Reports/Correspondence:

·         respond to emails, mail and phone calls, when appropriate

 

Membership:

·         work with membership chairs and treasurers to resolve dues issues

·         maintain YourMembership records

·         responsible for membership records:  posting of new members, entering names of retirees, change of address, dues payments and membership status

·         verify AMBA members

 

Convention:

·         responsible for event registration of participants, host unit volunteers, vendors, guests, delegates/alternates, tours and meals

 

Spring District Meetings:

  • responsible for event registration of participants

 

As an employee of the WREA, the Financial and Membership Coordinator will perform other duties as assigned.

 

 

H:\WORD\Job Descriptions\2023 07 17 Financial and Membership Coordinator Job Description.doc

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