Operations Assistant, OPR

UJA-Federation of New YorkNew York, NY
Hybrid

About The Position

The Operations Assistant supports the Operations, Production and Reporting (OPR) team by providing administrative and operational assistance across donor services, gift processing, and fundraising systems. This role is responsible for ensuring accurate and timely processing of donations, maintaining donor account data, and supporting internal systems and workflows. The position offers valuable exposure to nonprofit fundraising operations and data management, with opportunities to contribute to process improvements and system enhancements.

Requirements

  • Bachelor’s degree required
  • Proficiency in Microsoft Office Suite (Excel, Outlook, Word)
  • Attention to Detail: Ensures accuracy in data entry, gift processing, and documentation
  • Organization & Time Management: Effectively prioritizes tasks and meets deadlines in a fast-paced environment
  • Communication Skills: Demonstrates clear, professional communication with internal stakeholders and external vendors
  • Collaboration: Works effectively within a team and across departments
  • Accountability: Takes ownership of responsibilities and consistently delivers high-quality work
  • Problem-Solving: Identifies issues and proactively seeks solutions or guidance
  • Adaptability & Learning: Demonstrates a willingness to learn new systems, processes, and skills

Nice To Haves

  • Familiarity with Salesforce or similar CRM systems is a plus

Responsibilities

  • Provide day-to-day administrative support to the OPR team, including scheduling meetings and preparing meeting minutes
  • Produce and review tribute cards and donor acknowledgments to ensure accuracy and timeliness
  • Manage shared OPR Outlook mailboxes, including monitoring, responding, and routing inquiries
  • Process and reconcile payments received through UJA’s online giving platforms
  • Prepare and deposit checks using the Chase Virtual Remit system
  • Generate and submit invoices for vendor payments in a timely manner
  • Support fundraising and cross-functional teams with donor account inquiries and updates
  • Assist with donor data entry, updates, and quality control within fundraising system
  • Prepare and compile documentation for internal and external audits
  • Process and document donor-directed gifts for submission to the Accounting team
  • Manage incoming, outgoing, and returned mail, ensuring proper tracking and handling
  • Provide backup support across OPR functions during peak periods and staff absences
  • Assist with special projects and departmental initiatives as assigned
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