Administrative Specialist, Funds Management

About the Position:

The Administrative Specialist, Funds Management provides support within the areas of funds and grants management and reports to the Director, Funds Management. The Administrative Specialist, Funds Management will initiate and track grant making for certain Endowment Funds and related administrative tasks; work in partnership with the Endowment Team to track, code & manage all Legacy giving, as well as provide back up support to the Donor Advised Fund team.

Essential Functions:

• Make and track all grants from certain Endowment Funds.
• Handle all administrative tasks related to these Funds including opening and closing funds, partnering with Finance Dept to ensure proper handling.
• Prepare and mail letters to accompany grants.
• Annually generate and mail donor statements with personalized cover letters in partnership with Development Officers.
• Assist in preparing exhibits for Board of Trustee Meetings and Endowment Fund Committee Meetings.
• Review and act on Obituaries and relevant follow up with Development Officers, Legal and Finance.
• Update Planned Giving Module.
• Code donors in CRM as well as opening estate records.
• Provide relevant information to Development Team as needed (including but not limited to coded groups, Legacy Lists, etc.)
• Partner with Development Officers to track bequests.
• Provide back up for the Donor Advised Fund Team when needed:

• Opening and closing Donor Advised Funds and moving grants through the financial management system .
• Enter new grantees into database.
• Review and mail quarterly statements.
• Prepare and update testamentary recommendations.

Additional Duties/Responsibilities

• Ensure seamless customer service to donors.
• Provide support for additional special projects as needed.
• Participate in the donor round robin phone line for donor inquiries.

Qualifications:

Knowledge, Skills, Abilities and Personal Characteristics:

• Strong knowledge of the Microsoft Office suite, including Outlook, Excel, and PowerPoint.
• Proven experience working with enterprise database applications including Customer or Donor Relationship Management (CRM) Software.
• Proven experience and comfort learning new software.
• Ability to write business correspondence.
• Ability to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines.
• High attention to detail, follow-up, self-motivated, proactive and solution focused.
• Well-developed customer service skills exercising poise, tact and diplomacy.
• Effective team player with the ability to work collaboratively.
• Ability to express self effectively and concisely, both orally and in writing.
• Ability to deal with public and staff tactfully and effectively in a personable and professional manner.
• Ability to sustain a high level of energy and a consistent positive attitude.
• Ability to maintain confidentiality and discretion regarding donorinformation.

Education, Training and/or Experience:

High school diploma or GED.

• Minimum 5 years’ experience in administrative role with an understanding of basic financial concepts

Preferred Qualifications:

Associate degree

If you are qualified and interested in this exceptional opportunity, please send your resume tocareers@jcfcleve.org.

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