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Data Clerk

2 months ago

St Louis, United States Missouri History Museum Full time

COMMITMENT TO RACIAL EQUITY

The Missouri Historical Society commits to a process of listening attentively to one another and leveraging best practices and resources across our organization to promote a culture of inclusion where individuals from all racial and ethnic identities; ages; nationalities; social and economic statuses; sexual orientations; gender identities/expressions; religious, political, and ideological perspectives; and abilities are able to be engaged, feel valued, and thrive. click here for the full Commitment to Racial Equity

Position Summary:

The Data Clerk provides a broad range of information services in support of development efforts. This position is responsible for administering the Altru database, a fundraising software solution for arts, etc. organizations, ensuring the highest integrity of constituent and gift records. Duties include gift processing, managing constituent records, preparing acknowledgement letters, generating lists and reports and recording pledges. This position works closely with the Database Administrator to complete special projects, clean-up tasks, and other processes necessary for maintaining a robust, reliable constituent database.

Duties/Responsibilities:

  • Membership:
  • Keep track of membership incentives for Visitor Engagement staff via on-site/gift shop batches
  • Manage staff memberships in Altru
  • Gift and Data Entry:
  • Carry out day-to-day gift processing activities and ensure accuracy of these processes
  • Perform data entry including creating and updating constituent records, creating gift records, and processing donor transactions
  • Perform accurate gift processing of checks, credit cards, and electronic funds transfers for unrestricted and restricted gifts including payroll deduction, membership transactions, donations, sponsorships, pledges, etc.
  • Correspond with internal & external customers regarding gift and pledge questions to ensure gifts and pledges are posted to correct designation
  • Collect and process matching gift forms, perform online gift verifications, etc., obtaining all necessary information
  • Update biographical data in Altru as provided by NCOA reports, or through constituent's information on checks and/or correspondence
  • Assist in handling telephone calls and emails related to donations, as well as providing customer service to members and other constituents
  • Work with Database Administrator and Accounting staff to resolve problems or adjustments that must be made to ensure accurate processing and reconciliation
  • Perform adjustment transactions, corrections and write-offs
  • Assist Database Administrator to ensure consistency of data standards and ensure best practices for data entry, campaigns, funds and appeals, including reviewing processes, table cleansing, and evaluating database use and functionality on a regular basis
  • Manage invalid emails
  • Daily data clean-up
  • Generate mailing lists and recognition lists for membership as requested
  • Examine/investigate and resolve incomplete documents or discrepancies prior to data entry as necessary
  • Export and import information to Altru as needed
  • Maintain data entry requirements by following data program techniques and procedures
  • Verify entered donor data by reviewing, correcting, deleting, or reentering data; purging files to eliminate duplication of data
  • Maintain confidentiality regarding all gifts and constituent information
  • Administrative and Communication:
  • Process donor acknowledgement letters, tributes and membership packets in a timely manner
  • Generate and mail year end acknowledgement letters
  • Maintain filing and organization of all current records, both paper and electronic
  • Process bulk mail returns and prepare for resending
  • Other:
  • Promote and nurture productive working relationships with staff throughout the Missouri Historical Society
  • All other duties as assigned

Qualifications:

  • Associate's Degree in business administration or related field
  • Minimum of 1-2 years related experience
  • Knowledge of computer office applications such as Microsoft Word and Excel, high-level of proficiency in Altru (or other fundraising database)
  • Knowledge of accounting principles and financial reporting and the ability to understand IRS Regulations, and other governing policies and procedures relating to the processing of charitable gifts

Skills:

  • High level of analytical, mathematical, and problem-solving skills
  • Strong interpersonal skills in interacting with diverse staff, volunteers, guests, and donors
  • Demonstrated ability to work independently and as part of a team
  • Ability to manage sensitive and confidential information
  • Capacity & inclination to learn new technologies as they become available and necessary to perform job functions
  • Familiarity with fundraising practices, donor giving records and donor reporting
  • The successful candidate will be able to work on multiple projects simultaneously, manage deadlines, and pay very close attention to detail

Deadline to Apply: Open until filled.

Please upload cover letter and resume when applying.

*External job boards: Please click this link, to apply.

An Equal Opportunity/Affirmative Action Employer

Services Provided On A Non-Discriminatory Basis