Fund Raiser Ii Job Description Sample
Fund Accounting & Administration, Associate II
This position is within the Private Equity Services Business Unit of the State Street Alternative Investment Services Group.
The Fund Administrator, Associate 2 interacts with all levels of personnel and clients. Fund Administrators handle the day-to-day accounting and accounting related administration for investment funds.
General ledger processing and financial statement preparation
Preparation of financial workpaper packages including portfolio schedules, accrual workpapers and partners capital allocations
Preparation of financial statements
Interact with auditors providing requested information as needed
Prepare and process wire transfers
Preparation of monthly bank reconciliations for all fund entities
Maintaining electronic and hard copy client files on a daily basis
Preparation of client related correspondence including audit confirmations and investor requests
During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
- Candidates must have an accounting degree and 2 to 6 years of previous accounting experience. Candidates should have strong computer skills, particularly MS Office products, especially MS Excel
Credit Analyst I Or II - Equity Fund Resources - Menlo Park
Equity Fund Resources (EFR) Credit Analyst will be responsible for compliance monitoring of existing borrowers' loan accounts, assessment of overall credit risk in the portfolio and manage team's Client Relationship Management (CRM) portal. EFR analyst will assist relationship managers and business development bankers in performing due diligence on and underwriting of credit facilities for venture capital and private equity firms.
Work with Relationship Manager to review client reporting packages.
Enters and analyzes client financial statements and quarterly reports.
Calculates client financial covenants pursuant to the specific client's loan requirements.
Determines client's availability of funds and processes loan advances as applicable.
Manages and maintains Microsoft CRM database for the entire EFR team.
Manages data feeds used for daily/weekly blasts.
Assists in underwriting credit deals for Venture and Private Equity Firms.
Assists in analyzing portfolio performance and forecasts.
Performs other duties and/or special projects as assigned.
Rendering assistance to lending officers on credit matters and loans involving unusual situations or requiring close scrutiny.
Obtain data to perform portfolio concentration analysis.
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Bachelor's degree (BA) from a four (4) year college or university, and a Minimum of two (2) or more related financial or banking sector experience.
Related experience should consist of an in-depth background in financial statement analysis.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.
Ability to spread financial statements and tax returns and complete cash flow forecasting.
Creative and strategic thinker with excellent problem solving and organizational skills.
Ability to exhibit professionalism and maintain a positive attitude under pressure.
Ability to work independently yet collaborate cross-functionally in a team environment.
Superior oral and written communication skills.
Ability to handle multiple priorities, projects and relationships simultaneously.
Ability to make pertinent comments relating to the current credit risk as reflected by the spread.
Proficient in Microsoft Office, Excel, PowerPoint, Outlook.
CRM, Baker Hill, Moody's and loan and deposit systems preferred.
Ability to work with minimal or no supervision while performing duties
Exec DIR Major Gifts - HHI - Fund Development (Irvine, CA, US)
The executive director, major gifts, Irvine, reports to the assistant vice president, major gifts, and is responsible for setting the strategic direction of fundraising for Hoag Hospital Irvine, Hoag Health Center Irvine and Hoag Orthopedics. This experienced fundraising leader will play a central role in developing the fundraising architecture around projects and priorities related to Hoag's growth in the city of Irvine during the exciting final phase of Hoag Promise: The Campaign to Lead, Innovate and Transform.
The executive director will build and lead a team of major gift officers, working within a metrics-driven, research-based, major ($100K+) principal ($5M+) and planned gifts program to engage, qualify, cultivate, solicit, and steward prospects, aligning donor interests with institutional priorities. This collaborative and motivational leader will provide strategic guidance to staff and represent the Foundation to internal and external constituents such as board members, volunteer committee members, senior hospital staff, physicians and community leaders. The executive director, major gifts, Irvine will use exceptional written and oral communication skills and knowledge of development to build upon the considerable groundwork laid thus far to increase prospect engagement and funds raised in and for the Irvine community.
Job Specific Essential Functions
Strategic Staffing and Oversight for Fundraising Initiatives
Supervise director(s) of major gifts, Irvine, manager(s) of major gifts, Irvine and an administrative professional
Oversee fundraising priority setting as well as planning and execution of fundraising plans for Hoag Hospital Irvine, Hoag Health Center Sand Canyon, and Hoag Orthopedics, as well as health centers, urgent care centers, other facilities and/or programs as assigned
Ensure the collaborative fundraising priority setting and stewardship of donor funds related to constituent institute program expansion in Irvine and other assigned areas
Major and Principal Gift Fundraising
Develop and actively manage a portfolio of 50-75 major and principal gift prospects
Supervise the development of staff portfolios of approximately 100 - 150 major gift prospects for each gift officer
Facilitate list reviews and physician referrals of major gift prospects; work closely with team to ensure referrals are managed with donor database, Raiser's Edge, and that appropriate follow up on referrals happens in a timely manner
Prioritize the qualification of additional major gift prospects in Irvine and beyond
Work with Foundation planned giving staff to develop and execute strategies for Irvine prospects
Develop strategic donor engagement and cultivation events in collaboration with Foundation events staff to further the fundraising initiatives for Irvine
Represent the Foundation at community functions to establish relationships with Irvine prospects
Supervise management of volunteers connected to Irvine fundraising initiatives; ensure that volunteer activities are focused and strategically aligned with the goals of major gifts
Primarily supervise and manage volunteer advisory committee(s) to currently include the Hoag Hospital Irvine/Hoag Orthopedics Campaign Advisory Committee
Ensure strategic volunteer interaction with hospital partners and Foundation leadership
With the assistant vice president, major gifts, develop and follow budgets for activities within the areas of responsibility
With the assistant vice president, major gifts, set annual goals for areas of responsibility, regularly track progress towards those goals, and make recommendations related to staff resources
Hire, supervise and provide annual reviews for staff
Perform other duties as assigned
Bachelor's degree required. Master's degree strongly preferred.
Seven (7) or more years of progressively responsible professional fundraising experience in health systems or higher education
Management of professional fundraising staff with a track record of supporting career development in staff
Exceptional written and verbal communication skills, technical computer competence, and proficiencies in Raisers Edge
A clear understanding of philanthropy and philanthropic practice, in particular the unique individual relationships required to secure major/principal gifts
The ability to move donor/prospects through the philanthropic continuum
A proven track record of developing major gift strategies
A proven track record of securing gifts at the major and principal gift level
A proven track record of working with individuals of high net worth and visibility
Strong interpersonal skills, especially in working with multiple constituencies to build/execute a shared vision
Demonstrated experience in fiscal management and budget preparation
Self-directed, grounded and collaborative leader who can facilitate change
A creative problem solver, flexible and capable of adapting to changing priorities
Strategic thinker, capable of moving an organization to new levels
Proven experience building the culture of philanthropy
Experience developing a fundraising program from the ground up
Experience working with fundraising committees and Boards of Directors.
Leadership strengths in the areas of initiative, communication, planning, and collaboration.
Willingness to explore new partnerships and ways to collaborate with others
Proven track record of managing multiple staff and volunteers in a culture of performance
Ability to assimilate information and communicate it on many levels
Strong commitment to the mission, vision and values of Hoag
Willingness to travel throughout California and to out-of-state meetings if necessary
Direct experience in the management of major gifts in a campaign setting along with the use of prospect research, data organization, and case statement development
Experience in analysis and interpretative skills for major gift fundraising purposes
Education, Training and Experience
Required: The successful candidate will possess 7 years of progressively more responsible fundraising experience in higher education and/or healthcare, ideally with campaign experience, as well as managerial, strategic planning and motivational skills; experience building new teams and successfully establishing new departments and/or fundraising initiatives; ability to work in a very collaborative way to achieve targeted results; the executive director of major gifts, Irvine will be comfortable working in a complex organization such as a university/college, research-driven or medical environment, and have a track record of designing and executing comprehensive fundraising efforts.
Preferred: Master's degree or equivalent preferred; familiarity with fundraising database software and systems; proven record of successful major and principal gift cultivation and solicitation ($100K+); experience hiring and managing professional and administrative staff
Skills or Other Qualifications
Required: The executive director, major gifts, Irvine must be able to both move projects forward independently while also working collaboratively with colleagues within and outside of the Foundation. With exceptional integrity and commitment to excellence, this position will positively represent Hoag and its constituents within the community. Strong organizational and writing skills are important.
License and Certifications
CIB F&Bm Custody & Fund Services Global Fund Services Business Manager - Executive Director
CIB F&BM Custody & Fund Services Global Fund Services Business Manager - Executive Director
Req #: 180067226
Location: Brooklyn, NY,US
Job Category: Accounting/Finance/Audit/Risk
JPMorgan Chase & Co. (NYSE: JPM) is a leading globalfinancial services firm with assets of $2.6 trillion and operations worldwide.The firm is a leader in investment banking, financial services for consumersand small business, commercial banking, financial transaction processing, andasset management. A component of the Dow Jones Industrial Average, JPMorganChase & Co. serves millions of consumers in the United States and many ofthe world's most prominent corporate, institutional and government clientsunder its J.P. Morgan and Chase brands. Information about JPMorgan Chase &Co. is available at www.jpmorganchase.com.
The Corporate & Investment Bank (CIB) Finance and
Business Management (F&BM) group provides financial advice to support theCIB's business strategy and helps to ensure a sound control environment. WithinF&BM, the four major areas of responsibility are: Business-aligned BMs(Business Managers), the CIB Controller, Support Staff CFO, and Planning and
Custody and Fund Services
Custody and Fund Services, a division of J.P. Morgan ChaseBank, N.A., is a global industry leader with $24Trn in assets undercustody. J.P. Morgan provides innovativecustody, fund accounting and administration and securities services to theworld's largest institutional investors, alternative asset managers and debtand equity issuers. J.P. Morgan'sCustody and Fund Services business is comprised of Custody, Global FundServices and Trading Services; it leverages its scale and capabilities in morethan 100 markets to help clients optimize efficiency, mitigate risk and enhancerevenue through a broad range of investor services.
Business Overview & Role Description:
Custody & Funds Services Finance & BusinessManagement (F&BM) is seeking a business manager at an Executive Directorlevel based in New York. The role will provide support for the Global FundServices businesses and help to deliver key strategic initiatives withinC&FS. The candidate will work closely with the business along with thefunctional partners across the firm which includes Product Management, Sales,Product Controllers, Planning & Analysis, as well as Product Development,Risk, BCO, Compliance, Operations, and Technology.
Key Responsibilities of the
Business Management Function:
Business Strategy and Growth
Act as atrusted advisor to the Business Head
Partner withthe Global business head and management team to develop priorities to enabledelivery of the overall strategy for the business
Global Business Head to secure resources to deliver the business strategy
Drive changethrough prioritization and alignment of resources
Own andensure delivery of strategic business initiatives
Align frontoffice teams and support groups to business priorities
Ensurebusiness strategy considers market structure and regulatory changes
Business Performance and Planning
Optimizebusiness performance by driving key initiatives (New Business NBIAs, budgetplanning, sensitivities to commercial pricing, ROE)
Lead annualbusiness budget process (in conjunction with Controllers and P&A)
Ensureoptimal resource budgeting and allocations to achieve business priorities
Overseeinvestment / productivity initiatives across the end-to-end business to achievemulti-year targets
Developad-hoc analytics to help the business better understand and manage its costs,risks, capital usage, pricing, growth opportunities, etc.
Product Control and P&A to provide timely, accurate, and thoroughinformation on variances and Risks & Opportunities to Budget
Ensure theappropriate governance structure is set up to provide required oversight of thebusiness
Feed intoappropriate CFS governance forums
Compile andlead monthly Business reviews
Analyze andreport on client, segment, region, and product profitability
Generate keyperformance indicators
Track andreport progress against business/sales strategy
Analyze andreport on client, segment, region, and product profitability
Regulation, Risk and Controls
Understandthe impact of new regulations on the business and how that may impact thebusiness strategy
Providefinancial data in support of regulatory requests
Providebusiness overviews and updates for Product meetings with Regulators
Ad Hoc / General BusinessManagement Support.
10+ years' experience inwholesale / corporate / investment banking; experience with Custody and/or FundServices products a plus
Prior experience in a Business Managementrole
Strong track record in financeand accounting
Excellence in execution – A "selfstarter" who is able to operate autonomously with an ability to face off to themanagement team, demonstrates a willingness to take initiative and workindependently, a problem solver
Demonstrated ability to influencebusiness leaders and partner well, particularly as part of a global business
Commercial acumen – Ability tounderstand and grow the strategic business vision; focus on improving thebottom line
Effective communicator – Abilityto create logical and conclusive presentations, distilling complex subjectmatter into management-ready materials
Sound judgment, professionalmaturity and personal integrity, strong work ethic, proactive andresults-oriented outlook, possess courage to ask tough questions and challengethe status quo
Strong attention to detail
Great team player
Able to collaborate across linesof businesses and work with central/corporate organizations, building a strongnetwork
Expert Microsoft PowerPoint and
Division Manager, Fund Accounting - Global Fund Servicing
The Division Manager is responsible for managing multiple teams within our growing Fund Accounting practice. The individual will provide leadership and guidance to subordinate managers and has overall accountability for the performance management and career development programs for their staff. The Fund Accounting division is a group of global service financial professionals that is responsible for producing net asset values daily for Mutual Funds, Unregistered Funds, and Collective Investment Trusts. The individual will also be responsible for the effective integration of new processes and technologies that enable their staff to work more effectively and promote an environment of empowerment and accountability.
1.Establishes strategy, direction, initiatives, policies and standards for the accounting practice.
2.Assures policies, processes and procedures are properly documented and are being routinely followed.
3.Ensures daily performance of accounting functions, meets expectations / SLA's of existing client/partner base and is properly monitored and controlled within audit standards and risk thresholds.
4.Supports business growth through participation or providing talent for participation in sales, servicing and product development activities as requested.
5.Seasoned multi-disciplinary expert with extensive technical and/or relevant business knowledge and functional expertise.
6.Focus of role is on execution of strategic direction of business function activities.
7.Carries out complex initiatives involving multiple disciplines and/or ambiguous issues related to fund accounting operations.
8.Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity.
9.Seasoned leader with extensive business experience, and broad functional expertise, with focus on proactive strategic leadership.
10. Responsible for managing multiple units or functions through the direct management of a group of managers.
A College or University degree and/or relevant Client Accounting work experience is required.
Excellent oral and written communication skills are required.
In-depth Fund Accounting/Industry Knowledge is required.
Highly flexible and adaptable to change.
Knowledge of business strategy development is necessary to provide long term planning and to manage the profitability/performance of a major business segment.
Leadership and organizational skills are required to direct the activities for the multiple units.
Knowledge of business strategy development is necessary to provide long term planning and to manage the profitability/performance of a major business segment.
Knowledge of FIS Global InvestOne
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world's most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of March 31, 2018, Northern Trust Corporation had:
$10.8 trillion in assets under custody/administration
$8.1 trillion in assets under custody
$1.2 trillion in assets under management
$130 billion in banking assets
Analyst, Fund Administration - Ais-Caag Fund Valuation (2Nd Shift)
Fund Administration - Performs a variety of fund administration activities, including expense allocation, budgeting, cash allocation, analysis of fund metrics and compliance. Calculates daily fund position and cash reconciliations.
Resolves discrepancies and escalates issues to more senior colleagues. Synthesizes, reports and assists in analyzing fund revenues, expenses, profitability and other key metrics. Works with clients to communicate fund expense and performance information, and answers straightforward questions about funds.
Reviews fund data and monitors compliance with all regulatory, BNY Mellon and client specifications. Works with internal and external auditors to provide requested information. Compiles and assists in analyzing fund performance data for inclusion in Board of Directors report materials.
Reviews fund expense budgeting conducted by support staff. No direct reports. Contributes to the achievement of team objectives.
Qualifications Bachelor's degree in accounting or the equivalent combination of education and experience is required. 0-3 years of total work experience preferred. Experience in accounting or fund administration preferred. Shift 1pm-9:30pm.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets.
BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets.
It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Everett
Internal Jobcode: 70485
Job: Asset Servicing
Organization: CSD AIS Operations-HR08997
Requisition Number: 1808011
Manager OF Development - Neurosciences - Fund Development (Newport Beach, CA, US)
The Development Manager will play an important role in Hoag Hospital Foundation's overall success by working with the Director of Development to raise funds for one or more of Hoag's clinical Institutes/Centers. Specifically, the Development Manager's primary role is to identify, qualify and cultivate potential major gift prospects. The Development Manager will work collaboratively with colleagues, clinicians and administrators throughout Hoag to engage potential donors in meaningful cultivation, solicitation and stewardship activities.
Under the direction of the Director of Development, the Development Manager will manage a prospect portfolio of approximately 125 donors and potential donors and will have the expectation of making 12 or more face-to-face visits per month. Collaboration is an expectation of our work, and therefore the Development Manager will be an excellent relationship builder who has the demonstrated ability to work with others to achieve ambitious, matrix-driven goals. In addition to work with donors, the Development Manager will closely partner with Hoag leaders to develop funding priorities and to ensure proper stewardship of philanthropic funds. .
75% of the Development Managers time will be spent on the major gift development activities; 25% will be devoted to administrative functions in support of key Institute relationships and activities.
Meet monthly activity goals and annual cultivation and stewardship goals
Collaborate with Foundation staff to achieve personal and organizational goals
Using multiple sources including research, volunteer-referrals, annual giving data, wealth screening/GG&A, physician referrals and other means, the development coordinator will identify, qualify, cultivate, solicit and steward potential major gift prospects in support of Hoag Hospital Foundation
Establish and maintain a mid-major level donor prospect portfolio of approximately 125 donor/prospects
Through face-to-face visits with potential prospects, determine interest areas within Hoag
Work collaboratively with Foundation colleagues to move donor/prospects
Conduct 12-15 face-to-face visits each month
Adherence to prospect management and tracking guidelines including regular entries into Raiser's Edge
Participate in successful stewardship practices
Work closely with the annual giving efforts of the Foundation
Develop and manage personal annual fundraising plans and budget for your area of responsibility
As assigned, serve as the Foundation liaison for various fundraising initiatives
Make calls to qualify (in or out) donors who have given at a low/mid-levels, determine interest areas within Hoag
Collaborate with prospect management & research to identify potential major gift prospects
Work closely with key physicians in the Institute who oversee various program service lines to identify and cultivate grateful patients
Conduct hospital visits
Attend relevant Hoag Hospital Foundation Principal Gifts meetings
Attend the Hoag Hospital Foundation Prospect Focus meetings
Coordinate and prepare Board Reports for all relevant Institute areas.
As a member of the major gifts team , continue to advance the mission of Hoag Hospital Foundation
Fundraising/Advisory and Leadership Committees
Assist in lead the development and oversight of fundraising programs at Hoag Hospital Foundation
Successfully represent Hoag and its values to the community
Education, Training and Experience
- Bachelor's Degree, or equivalent combination of relevant experience and education
- 3-5 years of professional fundraising experience in public health, health systems, higher education, or 3-5 years of professional experience in finance, customer service, hospitality, sales or other related service industry. An equivalent combination of relevant education and experience will be considered.
Skills or Other Qualifications
Demonstrated ability to initiate and develop relationships
Excellent written and verbal communication skills
License and Certifications
Biola Fund Student Initiatives Coordinator
Biola Fund Student Initiatives Coordinator
The Biola Fund Student Initiatives Coordinator is a member of the Annual Giving team which is responsible for developing, planning and implementing a comprehensive Annual Giving program that will increase participation and financial support to Biola University through the Biola Fund. This position works in an environment dedicated to advancing the mission of Annual Giving at Biola University. The Biola Fund Student Initiatives Coordinator provides management to the Biola Connect Team (Biola's student calling program) and leadership to student philanthropic initiatives as they relate to the Biola Fund. This position plays a strategic role in the Biola Fund's effort to build a culture of stewardship and engagement among the Biola Community.
Essential Job Functions and
Hire, train, supervise, and steward roughly 30 student callers per semester (fall, spring & summer).
Ensure all student employees (supervisors and callers) are trained to the highest level on Wilson Bennet's platform and on internal communication standards. Updating and developing training materials as necessary.
Supervise calling shifts, including managing student supervisors on four week day shifts M-Th, and Saturday shifts 1-2 times a month. Be present for duration of one call shift per week–rotating throughout the month, and lead weekly supervisor meeting.
Organize Biola Connect Call schedule to maximize call center availability and student schedules. This includes assigning student supervisors.
Conduct student employee reviews, providing feedback to improve caller and supervisor performance.
Create semester fundraising goals in coordination with the Assistant Director of Annual Giving as well as bi-weekly individual caller fundraising goals in coordination with student supervisors.
Troubleshoot software complications and, working alongside Advancement Business Systems Analyst, act as liaison between Biola Connect and Wilson Bennett.
Write and design call scripts for each new constituent segment. Assign callers to segments nightly based on reviews and performance of each individual caller.
Generate pledge mailings on a bi-weekly basis.
Develop and oversee pledge fulfillment process. Ie. mailman reports, pledge mailing and reminder communications in email, mail and phone for both specified and unspecified pledges.
Work in conjunction with Advancement Services to export and import all data lists.
Provide status reports on all Phonathon segments and calling pools at weekly meetings.
Generate pledge reports and prospect selections including creation of reports that provide analysis and evaluation of program results.
Perform monthly caller evaluation.
Perform semester reports and Fiscal Year End comprehensive reports to analyze call center effectiveness.
Develop reward, acknowledgement and promotion efforts to acknowledge high achieving callers and to attract returning callers.
Continue to cultivate a positive environment for callers by orchestrating periodic evening snacks and routine Saturday breakfast/snacks for callers as well as the celebratory team dinner each semester.
Champion the development of a student philanthropy council in coordination with the Assistant Director of Annual Giving and the Alumni Department.
With the involvement of the student philanthropy council and in coordination with Assistant Director of Annual Giving and the Alumni Department, plan, implement and launch and evaluate a student stewardship program. This program will seek to educate and generate student awareness of the role philanthropy and stewardship play at Biola.
Develop relationships with both Student Alumni Association, SGA and SGA Gives to combine efforts with Biola Connect in philanthropic initiatives such as Biola's Giving Days, Tag days, donor appreciation initiatives, etc.
Demonstrates a personal commitment to the Christian faith.
Holds personal theological beliefs that are in agreement with the Biola Doctrinal Statement. Maintain a lifestyle consistent with sound Christian principles and standards of conduct promulgated by the institution.
Previous experience working with a phonathon required.
Bachelor's degree required.
Must demonstrate strong verbal and written communication skills and ability to maintain confidentiality.
Ability to articulate the purposes and goals of higher education.
Is committed to Biola and supports its goals in ministry and development.
A willingness to work evenings, and some weekends.
Demonstrates the ability and strong desire to cultivate, solicit and manage student volunteers.
Can work well in a team environment with a diverse group of individuals and is committed to helping the team succeed; shows flexibility in the workplace.
Ability to prioritize multiple tasks, manage workflow to hit key deadlines, and remain calm and professional while under stress or pressure.
Strength in utilizing Word, Excel, and other computer programs.
Preferred experience with Raiser's Edge and/or Blackbaud products
Ability to supervise team of student workers.
Excellent interpersonal skills and ability to work effectively and professionally with a wide variety of individuals at all levels.
Assistant Director of Annual Giving
Hours Per Week: 20-24
Months Per Year: 12
Administrative Assistant - Fund Development (Newport Beach, CA, US)
The Administrative Assistant, Development will serve as the primary support staff to the Constituent Development Directors and other staff by providing administrative support to the Directors and Managers of Development for Hoag Family Cancer, Jeffrey M. Carlton Heart & Vascular, Pickup Family Neurosciences and Women's Health Institutes.
This person will play an important role in the overall success of the department. The Administrative Assistant, Development participates as an active member of the Foundation staff, providing oversight and support to ensure the smooth, efficient and transparent functioning of daily activities, including department budget, scheduling, entering actions/contact reports in our prospect management database, processing receipts, expenses and the like.
With professionalism and discretion in communication and conduct, the Administrative Assistant, Development will support the department's interactions with multiple constituents including major and principal gift donors, executive physicians, volunteer leaders, senior staff and many other members of various leadership teams at Hoag and beyond. In addition, they will support Hoag's mission and goals in concert with the Foundation's mission and goals. The Administrative Assistant, Development will support the comprehensive campaign as related to the Hoag Institutes and strategy activities within the Foundation and respond in a timely manner.
Provides administrative support to the Directors of Development and his/her team.
Answers telephones/emails using kindness, professionalism and discretion
Coordinates scheduling of and prepares for meetings for Development Directors
Takes notes and transcribes minutes from committee meetings and forwards to proper individuals
Enters contact reports for donor activity into fundraising database
As directed, implements and maintains all reports/tracking systems for identification, cultivation and solicitation of major gift prospects
Prepares correspondence, memos, reports, purchase orders and expense reports as needed for the Development Team
Prepares notices and printed materials for meetings and proposals.
Conducts basic donor research and supports the preparation of research briefings.
Support prospect management and research efforts in conjunction with the prospect research analyst/team.
Maintains filing system both in paper and on the Foundation's shared drive.
Assists other members of the Foundation as required for special events and/or other Foundation-wide initiatives
Support daily patient screenings
Projects an image of professionalism in communication, appearance and conduct.
Performs other duties as assigned
Education, Training and Experience
- High School Diploma or equivalent
Three (3) years administrative support experience is preferred.
Skills or Other Qualifications
Must be able to establish good rapport and deal in a pleasant and professional manner with Foundation staff members, Foundation and Hospital Board members, physicians, management staff members, donors, volunteers and the general public; through correspondence and on the telephone.
High level of maturity and understanding of philanthropy and philanthropic practice, in particular the unique relationships required for identification, research cultivation, solicitation, and report/tracking of prospective and current donors for their gift decisions.
Strong quantitative and organizational skills and analytical aptitude demonstrating ability to analyze problems and develop solutions.
Ability to communicate on a professional level with members of the Administrative staff, Board of Directors, physicians, employees and community.
Requires sensitivity to the privacy and confidentiality of prospective and current donors be maintained.
Must be able to set assignment priorities and work independently within established guidelines.
Excellent organization skills.
Proficient with spreadsheet, data base systems, PowerPoint, Microsoft Word, Outlook, Excel, and Adobe required.
Fluency in English and English grammar a must.
Able to take initiative and follow through on assigned responsibilities with minimal support.
Experience with a fundraising or sales database such as Raiser's Edge
Ability to type at 70-75 wpm, shorthand or speedwriting is preferred.
Assistant Director Of The Fund For Agnes Scott
Reports to: Director of The Fund for Agnes Scott
Work Period: 12 month
Job Grade: 7
GENERAL SUMMARY: Provides planning and support for the daily operations of the annual fund program within the guidelines of federal, state, and local laws and office, division and college policies and procedures. Reports to the director of the annual fund or other designated person and works with co-workers, alumnae, vendors, students and other college personnel to assist in the management, coordination and success of the annual fund program with special emphasis and responsibility for non-reunion class fund chairs, student calling program, data support for mass solicitations direct mail and e-solicitations and reporting.
ESSENTIAL JOB FUNCTIONS
Creates and achieves annual giving and participation goals for The Fund for Agnes Scott for assigned non-reunion classes.
Works directly with assigned non-reunion fund chairs to promote the annual fund and facilitate peer-to-peer solicitation.
Provides a handbook, monthly reports, direct mail appeals, e-solicitations and any other materials needed by fund chairs to fulfill their duties and goals.
Creates appreciation events and recognition for fund chairs with associate director.
Provides special data and respond to program requests from non-reunion classes and other entities as appropriate
Works with advancement communications to manage Mollie Merrick young alumnae campaign and Black Cat campaign on Facebook and other web-based media, such as fiscal year end web-and-email-based appeals, including creation of young alumnae profiles.
Coordinates and manages student calling program.
Staffs Alumnae Weekend events as needed and coordinates specific annual fund responsibilities with senior director of donor relations
Provides constituent coding, data support and segmentation coding for annual fund ask amounts and mass direct mail and email campaigns.
Manages donor coding, mailings and creation of premiums for Fideles Society and leadership annual fund donors.
Provides monthly reporting on alumnae giving and participation, recurring and installment giving, donor retention, appeal performance and other reporting as needed.
Provides support to director and associate director for Alumnae Weekend and Reunion Boot Camp.
Acts as an administrator for the Alumnae Association Facebook page and posts on behalf of the annual fund in coordination with the Alumnae Relations Office.
Education: BA/BS required.
Experience: One to three years in a fund-raising/non-profit environment.
Thorough knowledge of the principles and practices of development and fundraising with an understanding of individual giving programs, and detailed understanding of annual fundraising programs, such as direct mail, student calling, and personal solicitation programs.
Excellent organizational, time-management, written and verbal communication skills; excellent internal and external customer service skills and proven success in problem solving, attention to detail and follow-up.
Demonstrated ability to motivate, train and support a variety of volunteers in a team environment.
Proven success at collaborating with a variety of personalities and people.
Proficiency in modern computer software, including Word, Excel, PowerPoint and Windows.
Proficiency with social media including Facebook and LinkedIn.
Experience with Raiser's Edge fundraising software or other database experience.
Demonstrated ability to work independently and to maintain confidentiality.
Ability to work evenings and weekends, and travel.
- Irregular hours, evening and weekend hours and travel are required. Must possess or have ability to obtain a valid Georgia State driver's license.
Intermittent sitting, standing, stooping, crouching, walking and occasional moving of light objects. Work is performed in an office or off-campus social/business setting.
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to this job. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.
Please apply online. Cover Letter is required. Position is posted until filled. Due to the overwhelming response to the college's staff openings we are unable to respond personally to individual telephone inquiries. No faxed submissions please.
Agnes Scott College does not discriminate on the basis of, race, color, national origin, religion, sex, sexual orientation, age, veteran status, disability or genetic information, gender identity and gender expression or any other characteristic protected by law in its employment. Agnes Scott College has a strong commitment to diversity and urges members of underrepresented groups to apply.
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