Gift Processor & Marketing & Adv. Assistant

Lakeside•Lakeside Marblehead, OH

1d•$20

About The Position

The Marketing and Advancement Assistant works independently and collaboratively with supervisors, coworkers, interns and external departments. This individual is expected to provide exceptional customer service to guests, community members and donors as well as assist with the planning, logistics and execution of Advancement events (fundraising/donor events, meetings, special events, board meetings, conferences, weekend events, etc.). This position allows for an immense amount of experience in the fields of event planning, administration, accounting, communications and nonprofit fundraising and marketing. The ideal candidate possesses excellent tenacity, time management, communications skills and is detail-oriented; maintains the ability to work in a team-oriented environment; is comfortable answering and making phone calls, handling large quantities of money including counting cash and checks, entering deposits and reporting to finance; and is a task-oriented, confident, self-motivated individual capable of meeting strict deadlines. Please note: This position requires flexibility, as the candidate is expected to work days, some evenings and weekends, and all summer holidays, including Memorial Day weekend and Fourth of July.

Requirements

Associate degree in business or accounting a plus.
Experience with accounting, bookkeeping and data entry highly preferred.
Proficient in Microsoft Office suite, especially Word, Excel, Outlook.

Nice To Haves

Experience using Raiser’s Edge or other database software preferred but not required.

Responsibilities

Process and oversee gifts and pledges (cash, checks, securities, gifts-in-kinds, credit cards, bank drafts, matching gifts, payroll dedications, online gifts) from donors, corporations, foundations, and other stakeholders.
Accurately determine appropriate gift designation, category and account for correct gift/pledge reporting.
Protect and enforce privacy of donor records including the management, organization and security of donor files.
Liaison with finance and accounting and the Advancement Stewardship Coordinator when processing donations and invoices and reconciling each month.
Utilize Raiser’s Edge software to search for and edit donor records, input data and run related reports.
Generate gift receipts and donor acknowledgement letters.
Prepare bank deposits.
Maintain thorough and accurate records of major gifts for yearly audit purposes.
Complete matching gift applications.
Track pledges and gift agreements; generate corresponding invoices.
Engage in database training.
Process department invoices and credit card statements.
Maintain a high level of quality control and accountability with gift processing, data entry and reporting.
Check the data used on all correspondence that incorporates donor giving, including the official tax receipts
Liaison to donors with questions related to giving records, policies and procedures.
Resolve issues independently within parameters or under the direction of the Marketing & Advancement team.
Manage and work the front desk including answering phone calls and greeting in-person visitors and recording each interaction in electronic front desk log.
Provide excellent customer service to all Lakeside guests, community members and donors.
Gather necessary details from guests to effectively answer questions and record and convey messages to other staff.
Relay messages to staff promptly and efficiently.
Take reservations and organize reservation lists for all advancement events.
Make phone calls to remind individuals about events, say thank you to donors, touch base and more.
Assist with keeping the master calendar and other detailed schedule documents for Marketing purposes.
Remain aware and up to date about Lakeside, specifically with marketing and advancement.
Update and complete weekly checklists and tasks as assigned.
Mange personal schedule and tasks via Excel or similar application.
Assist with direct mail communications.
Edit and update the policy and procedures manual.
Assist VP of Advancement and Marketing and Advancement staff with scheduling staff meetings and one-on-one meetings with donors.
Maintain a welcoming environment in the Legacy House by assisting with light cleaning, organizing storage areas and helping inventory and order supplies.
Assist the Communications Manager with in-season collateral creation using templates including signage, business cards and more.
Assist Advancement Staff with plaque and memorial gift management including ordering plaques, working with maintenance on correct placement and notifying families when they are complete and placed.
Assist Advancement staff with tasks related to events including taking reservations, making reminder phone calls, gathering supplies, setting up venues and attending events.
Execute minor errands and store runs for Marketing and Advancement as needed.
Complete general office duties as assigned.