The Salvation Army USA Central Territory
Administrative Assistant - Planned Giving
The Salvation Army USA Central Territory, Southfield, Michigan, United States, 48076
Position Summary:
The Administrative Assistant will support the department's day-to-day operations with personalized secretarial and administrative support in a well-organized and timely manner. You will work on a one-to-one basis on a variety of tasks related to the executive's working life and communication.Essential Responsibilities:Maintain the planned giving donor information in the database, striving to keep data current and add new contact records.Manage prospect and donor list reports (birthdays, Hope Brigade Legacy Society, responses to mailings), provide updates to donor database (deceased, relationships, address changes, etc.) per information from donors/planned giving directors.Track donors who respond to marketing and provide details to planned giving directors as well as Territorial Planned Giving department, file as needed; perform donor research as appropriate (addresses, interests, financial capacity).Process, record and acknowledge outright gifts from donors from planned giving mailings, planned giving program gifts from donors including IRA, DAF, and Stock, or solicited by reps.Coordinate planned giving gift processing; collect data from donors and/or advisors, record and track information, communicate with DHQ Finance Department and Donor Services Department, receiving financial institution and planned giving reps to allocate funds correctly, acknowledge donors with letters in a timely manner.Prepare invoices, reimbursement requests, reports, memos, letters, and other documents, using WORD, EXCEL spreadsheet, database, and Power Point presentation software.Process quarterly reports for Senior Director of Philanthropy, Territorial Headquarters and Divisional meetings.Prepare and send requested information to donors and estate planning professionals.Type and package follow up letters and mailings to donors and prospects as determined by planned giving directors, as well as other correspondence as needed.Talk to donors that want to donate cemetery lots and process letters for donations.Prepare arrangements for the annual Estate Planning Seminar.Coordinate estate documents with Territorial Headquarters.Compose letters, cards and other correspondence for signature and distribution with little oversight.Professionally handle incoming/outgoing calls & correspondence with a high degree of confidentiality.Maintain calendar, arrange meetings and appointments and provide reminders.Work in cooperation with other development department team members and provide administrative support, as needed.Perform other duties as assigned.
Qualifications:Education/Experience:High School diploma / GED, or any equivalent combination of training and experience which provides the required knowledge, skills, and abilitiesBachelor's degree in a related field a plus3 years' experience as an administrative assistant
Skills, Knowledge & Abilities:Maintain strict confidentiality
Computer Skills:Proficient in Microsoft Office 365Working knowledge of TEAMS and SharePointWillingness to learn new software as neededSalesforce software experience a plus
Certificates and Licenses:Complete Safe From Harm training, and keep current as neededMust have and maintain a current valid driver's license and pass the Salvation Army Motor Vehicle Record check (MVR)
The Administrative Assistant will support the department's day-to-day operations with personalized secretarial and administrative support in a well-organized and timely manner. You will work on a one-to-one basis on a variety of tasks related to the executive's working life and communication.Essential Responsibilities:Maintain the planned giving donor information in the database, striving to keep data current and add new contact records.Manage prospect and donor list reports (birthdays, Hope Brigade Legacy Society, responses to mailings), provide updates to donor database (deceased, relationships, address changes, etc.) per information from donors/planned giving directors.Track donors who respond to marketing and provide details to planned giving directors as well as Territorial Planned Giving department, file as needed; perform donor research as appropriate (addresses, interests, financial capacity).Process, record and acknowledge outright gifts from donors from planned giving mailings, planned giving program gifts from donors including IRA, DAF, and Stock, or solicited by reps.Coordinate planned giving gift processing; collect data from donors and/or advisors, record and track information, communicate with DHQ Finance Department and Donor Services Department, receiving financial institution and planned giving reps to allocate funds correctly, acknowledge donors with letters in a timely manner.Prepare invoices, reimbursement requests, reports, memos, letters, and other documents, using WORD, EXCEL spreadsheet, database, and Power Point presentation software.Process quarterly reports for Senior Director of Philanthropy, Territorial Headquarters and Divisional meetings.Prepare and send requested information to donors and estate planning professionals.Type and package follow up letters and mailings to donors and prospects as determined by planned giving directors, as well as other correspondence as needed.Talk to donors that want to donate cemetery lots and process letters for donations.Prepare arrangements for the annual Estate Planning Seminar.Coordinate estate documents with Territorial Headquarters.Compose letters, cards and other correspondence for signature and distribution with little oversight.Professionally handle incoming/outgoing calls & correspondence with a high degree of confidentiality.Maintain calendar, arrange meetings and appointments and provide reminders.Work in cooperation with other development department team members and provide administrative support, as needed.Perform other duties as assigned.
Qualifications:Education/Experience:High School diploma / GED, or any equivalent combination of training and experience which provides the required knowledge, skills, and abilitiesBachelor's degree in a related field a plus3 years' experience as an administrative assistant
Skills, Knowledge & Abilities:Maintain strict confidentiality
Computer Skills:Proficient in Microsoft Office 365Working knowledge of TEAMS and SharePointWillingness to learn new software as neededSalesforce software experience a plus
Certificates and Licenses:Complete Safe From Harm training, and keep current as neededMust have and maintain a current valid driver's license and pass the Salvation Army Motor Vehicle Record check (MVR)