Marketing & Advancement Assistant

Lakeside•Lakeside Marblehead, OH

7d•Onsite

About The Position

The Marketing & Advancement Assistant supports the daily operations of Lakeside Chautauqua’s fundraising and marketing efforts. Working independently and collaboratively with supervisors, coworkers, interns, and other departments, the assistant interacts regularly with donors, guests, and community members. The role combines front-desk and customer service duties with gift processing, donor data management, and administrative support, requiring accuracy, organization, technology proficiency, professionalism, and discretion. The position is based in person in Lakeside, Ohio, and is year-round. The schedule is described as 25–30 hours per week in the posting details and 30 hours per week in the schedule expectations. Hours are typically Monday through Friday, 9 a.m.–4 p.m. with a one-hour lunch, with flexibility required for some evenings, weekends, and summer holidays. Lakeside Chautauqua is a family destination on Lake Erie’s south shore that offers cultural, educational, spiritual, and recreational programming, especially during the summer season.

Requirements

Associate degree in business, accounting, or a related field is preferred.
Experience in data entry, bookkeeping, or administrative support is strongly preferred.
Proficiency in Microsoft Office, including Excel, Word, and Outlook, with an emphasis on Excel data management.
Comfort learning and navigating database systems and internal software.
Strong attention to detail and accuracy, organizational and time-management skills, and ability to meet deadlines.
Ability to handle financial data and sensitive information with discretion.
Professional and warm communication skills in person and by phone.
Ability to manage multiple tasks and work independently and collaboratively with self-motivation.
Flexibility to work some evenings, weekends, and summer holidays.

Nice To Haves

Experience using Raiser’s Edge or similar database software is strongly preferred.
Associate degree in business, accounting, or a related field is preferred.
Experience in data entry, bookkeeping, or administrative support is strongly preferred.

Responsibilities

Process and record donations and pledges accurately.
Maintain and update donor records in Raiser’s Edge.
Generate tax receipts and acknowledgment letters and verify their accuracy.
Prepare deposits and reconcile them with finance in coordination with the Advancement & Stewardship Manager.
Protect the confidentiality and integrity of donor data.
Run reports and support audit preparation.
Maintain quality control and accountability in gift processing, data entry, and reporting in Raiser’s Edge.
Serve as the first point of contact for visitors and callers and provide welcoming, professional customer service.
Manage front-desk inquiries, take accurate messages, answer questions, and route inquiries promptly and appropriately.
Respond to donor questions related to giving.
Assist with calendars, scheduling, and internal coordination.
Process invoices and monthly credit card statements.
Support direct-mail and communications projects.
Maintain an organized office, including inventory and ordering supplies.
Maintain working knowledge of Lakeside programs and initiatives to support guests and donors.
Complete occasional errands and supply runs for the department.
Support the planning and execution of donor and community events.
Manage reservations and guest communications.
Assist with event setup, logistics, and follow-up.
Coordinate donor recognition elements such as plaques and memorials.
Edit and update the policy and procedures manual related to the role.
Manage personal schedules and assigned tasks using Excel, Outlook, or similar tools.