POSITION SUMMARY
Greeting everyone who walks through the door with a smile, this service-oriented team player finds joy in assisting staff with providing positive experiences and serves as the key point of contact for donor inquiries. Striving for excellence, they process financial transactions and update CRM records in alignment with data standards. They are task driven with a keen eye for detail and a high level of proficiency with data entry. They keep the office running smoothly and communicate effectively with their colleagues to meet deadlines and fulfill service requests. The ideal candidate is a self-starter who is passionate about creating a positive impact in our community. They are collaborative, relational, adaptable, and a quick learner who isn’t afraid to ask questions.

KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION
DONOR SERVICES

  • Greet donors and visitors in person and via the telephone, assisting with inquiries.
  • Manage donor, volunteer, and event inquiries, troubleshooting issues and ensuring resolution occurs within two business days.
  • Monitor data hygiene dashboards, assist with data cleanup and maintenance.
  • Monitor local obituaries, updating donor records and managing needed actions.
  • Manage organization mailings, including but not limited to:
    • Annual Tax Receipt mailings
    • Annual statement mailings
    • Quarterly statement mailings
    • Bi-monthly accounts payable mailings
    • Monthly designation payout mailing
    • Weekly acknowledgement letter mailings
    • Solicitation mailings
    • Stock acknowledgement mailings
  • Manage Salesforce Household membership, ensuring donor wishes are understood and respected.
  • Coordinate donor outreach to clarify public recognition and engagement wishes.
  • Maintain key contacts at Where Raised Local United Ways and assist with Multi-Market meetings.

PROCESSING

  • Process financial transactions and update donor records.
  • Coordinate donor outreach to obtain needed information for pledge and/or payment processing.
  • Manage invoice creation requests.

OPERATIONS AND OFFICE SUPPORT

  • Manage incoming mail sorting efforts.
  • Maintain inventory of office supplies, stationary, snacks, and beverages.
  • Manage service requests for:
    • Meeting Room Setup
    • Meeting Meal Coordination
    • Office and Event Supplies
    • Event Preparation and Setup
    • Name Tags and Name Tents
  •  Maintain printers, ensuring staff have private print and pinpoint scan set-up.
  • Maintain telephones, ensuring directory and staff voicemails are set-up and updated.
  • Maintain inventory and assignment of hardware assets.
  • Serve as our safety advocate, educating staff on office safety and reminding staff to lock computers and uphold clean desk policies.
  • Maintain cleanliness of common areas and work with staff to reduce clutter.

EXECUTIVE ASSISTANCE

  • Manage CEO calendar and schedule meetings, utilizing discretion to add travel time, holds, and work blocks.
  • Organize and prepare for meetings as assigned, assembling materials, and taking meeting minutes.
  • Maintain various records and documents, including shared contacts and executive files as assigned.
  • Manage expense reports and credit card receipts.
  • Make travel and accommodation arrangements.
  • Manage special occasion cards and gifts.
  • Other duties as assigned.

JOB REQUIREMENTS
Education and/or Experience:

  •  1+ year of administrative assistant experience.
  • Experience with data entry, financial processing and/or CRM system preferred.

Qualifications:

  • Strong customer service, critical thinking, and relationship-building skills.
  • Strong oral and written communication skills.
  • Ability to process and maintain sensitive information in a confidential manner.
  • Commitment to foster an inclusive and racism-free environment.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

  • Light work that may include lifting or moving objects up to 25 pounds.
  • Operating office equipment such as telephone, printer and laptop computer.
  • Remaining in a stationary position, often standing, or sitting for prolonged periods.
  • Work outside of standard business hours, along with local travel is sometimes required.
  • Required to attend community events and activities related to United Way’s goals.
    Note: The physical demands described here are representative of those that must be met by an employee to
    successfully perform the essential functions of this position. Reasonable accommodations may be made to
    enable individuals with disabilities to perform the functions.

About United Way of Midland County
We amplify individual passion to take on our toughest challenges together. We don’t focus on a single issue because change is bigger than one organization or program. We partner with nonprofits and invest in programs that show measurable outcomes—every year. Together, we create new solutions to old problems and join with people from all walks of life to put those solutions into action. We make it easier to make a difference, whether it’s through time, money or lifting your voice. We are more than fundraisers. We are the hand raisers, the game changers.

Diversity, Equity, and Inclusion Statement
United Way of Midland County stands firmly against all acts of discrimination by individuals, organizations and systems that prevent community members from reaching their full potential based on race, color, religion, gender, gender expression, age, national origin, disability, marital status, sexual orientation, or military status. As a board and staff, we commit to serving as a leader and partner with those committed to diversity, equity and inclusion; changing our mindset and challenging and confronting our beliefs, policies, and practices.

There is a long history of racism, discrimination, and segregation within our country within the systems, policies and institutional patterns which has adversely impacted outcomes (economics, health, youth success and household stability) for marginalized members of our community. Because of our visibility and reach, we believe that the work of United Way of Midland County must be a force in driving positive disruption of these practices.

United Way commits to discussing, challenging, and openly confronting racism and all other forms of discrimination in ourselves, each other, and our organization and integrate and ingrain our learning into our daily practice and decision-making processes and educating others to create a more equitable community.

APPLY AT https://unitedwaymidland.isolvedhire.com/jobs/1110739