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This position provides administrative support to the General Counsel & Senior Vice President (General Counsel), as well as to other members of the Legal team and members of the Foundation for the Charlotte Jewish Community (FCJC) team (collectively the Legal/FCJC Team).
The position will support the Legal Team with organizing and filing contracts and other documents, managing processes related to acceptance of complex gifts, and governance related to the Foundation and its affiliates. This position also assists the Legal/FCJC Team with prospecting and related advancement and development activities.
A successful candidate will be a self-starter who is organized, detail-oriented, and thrives in a fast-paced environment with competing priorities. They must also be comfortable learning and helping develop new processes. A self-starter who can anticipate needs of the General Counsel and other members of the Legal/FCJC Team will do well in this role.
Requirements
Duties & Responsibilities
LEGAL TEAM SPECIFIC SUPPORT:
Supports the development and implementation of processes related to acceptance of complex gifts and impact investments, as well as governance of the Foundation and its affiliates
Assists with legal documents, including processing, execution and document retention
In conjunction with the Legal Team, responsible for management and tracking of Foundation policies
Provides Board support, including meeting planning and logistics and minutes and correspondence to Board members, for Community Real Property Holdings, Inc. (CPRH) and Community Investments Foundation (CIF), as well as any others that may be assigned
Provides support for all aspects of continuing legal education programs offered by the Foundation or participated in by members of the Legal Team, either as speakers or attendees
ADVANCMENT SUPPORT FOR LEGAL/FCJC TEAM:
Supports development of new business by preparing PowerPoint presentations, drafting letters and proposals, and performing other business development tasks, including scheduling meetings and preparing prospecting packets
Captures and records prospect and existing donor information in the Foundation's CRM system (currently Raiser's Edge) to help build, track and monitor prospect solicitation and cultivation
Assists in new fund opening process and new planned gift processing for the Legal/FCJC Team
FCJC SUPPORT:
Provides Board support, including meeting planning and logistics and minutes and correspondence to Board members, for FCJC
Assists with the input and maintenance of data and records in the Foundation's CRM system
Generates monthly and quarterly financial reports in support of FCJC
Assists with coordinating FCJC mailings and e-blasts
Supports FCJC staff preparing for client meetings and presentations including annual philanthropic reviews (APRs)
Supports activities related to FCJC's annual meeting and Create Your Jewish legacy events
Assists with the preparation and maintenance of Book of Life stories for signature by legacy donors
GENERAL ADMINISTRATIVE SUPPORT:
Provides full administrative support to the General Counsel - including, but not limited to, scheduling appointments, filing, calendaring and preparing expense reports
Provides general administrative and project-based support to members of the Legal/FCJC Team
Drafts letters and assists with preparing Power Point presentations
Provides prompt, high level customer service support to donors, clients, and professional advisors
Responsible for developing a command of FFTC products and services offered in order to speak knowledgeably to prospects and FFTC referral network, professional advisors and others
Serves as part of the active rotation for reception coverage, which may include staffing during opening, morning and afternoon breaks, lunches and additional coverage, as needed
Other duties as assigned
This list of duties and responsibilities is not intended to be all-inclusive. The employee will also perform other business-related duties as assigned by the GC or other members of the Legal/FCJC Team.
Job Qualifications
3 years+ of administrative support experience; executive level experience preferred
Experience working in a tax-exempt organization, financial institution or law firm preferred
Advanced proficiency in Microsoft Office applications (Word, Excel, Outlook, & PowerPoint)
Strong project management and organizational skills, detail oriented
Responsive, service-oriented workstyle
Ability to multi-task, adapt, work under pressure and meeting deadlines
Strong written and verbal communication skills
General ability to perform the essential functions and overall physical and mental requirements of this position, including stamina to perform tasks over extended periods and ability to occasionally move about to accomplish tasks or move from one worksite and/or workstation to another
