Advancement Operations Coordinator

Role Description

Reporting to the Director of Advancement Operations and working closely with all members of the Advancement Operations team, the Advancement Operations Coordinator supports all aspects of the team’s broad slate of activity. This includes assisting with:

• The gift process flow - from gift processing to receipt and acknowledgement to related ad hoc donor communications.
• The generation of daily, weekly, and monthly financial reporting for OIA and the Business Office.
• The team’s ongoing data management and cleanup tasks and projects.
• The creation or updating of ad hoc and custom reports.
• The writing and updating of technical policies and procedures documentation.

The position requires proficiency with computer software and related problem-solving skills, as well as the ability to interact confidently with Westminster volunteers and donors, while maintaining strict confidentiality of all donor information. The ideal candidate is detail-oriented and can comfortably and successfully manage several tasks simultaneously.

Qualifications

• Embraces the mission, vision, and strategic priorities of The Westminster Schools and the OIA.
• Upholds and models the core values and operating principles of Westminster’s OIA (Courage, Curiosity, Gratitude, Impact, and Ownership).
• Respects a work environment that values and champions diversity, equity, inclusion, and belonging for all.
• Bachelor's degree required.
• Very strong computer skills, including a high level of competency in Microsoft Office and relational databases; experience with Raiser's Edge preferred.
• Experience working in complex environments while maintaining a high degree of organizational effectiveness, confidentiality, and attention to detail.
• Self-starter with the ability to work independently and to take the initiative to meet deadlines in a time-sensitive and fluid environment.
• Excellent oral, written, telephone, and e-mail communication skills; ability to communicate effectively with a wide variety of constituencies.
• Demonstrated ability to work as an effective team member and manage multiple projects simultaneously.
• Commitment to the mission of The Westminster Schools and willingness to serve as an ambassador for the School, both internally and externally.
• Ability and willingness to support, respect, and embrace diverse backgrounds, values, and points of view to build a strong and inclusive community, including faculty, staff, students, and constituents.
• Growth mindset with active engagement in individual and departmental professional development and best practices.

Requirements

• Processes checks, electronic funds transfers, credit cards, payroll deduction, recurring gifts, and other philanthropic donations to the School and accurately records them in The Raiser's Edge.
• Prepares gift batches for deposit with the Business Office.
• Records donor pledges.
• Prepares and sends acknowledgments, receipts, pledge letters, and other correspondence related to gifts in a timely fashion.
• Assists in imaging historical and current documents, to maintain and preserve archival information, and maximize the utilization of the database for fundraising purposes.
• Assists in running reports related to processing gifts and distributing them as required.
• Assists in facilitating the matching gift process for donors and OIA.
• Manages/coordinates the internal and external requests that come in through the Advancement Services inbox.
• Manages and imports event participation data.
• Acts as an Advancement Operations liaison to specified internal client group(s).
• Acts as a subject matter expert for formal data import tools.
• Updates gift records as needed when discrepancies are identified.
• Updates biographical information in constituent records as changes are received through gift backup documentation and other sources.
• Participates in team data cleanup projects and tasks.
• Helps draft and update policy and procedure documentation and trains staff accordingly.
• Participates in Advancement Operations’ efforts to broaden the team’s knowledge of all systems interacting or integrating with The Raiser’s Edge fundraising database.
• Maintains and secures all data (electronic and paper-based) in accordance with the confidentiality standards required by School policy, applicable federal law, and Donor Bill of Rights.
• Produces weekly dashboard reports for the Westminster Fund.
• Performs other duties as assigned.

Benefits

• Eligible for Remote Work Arrangement.

Company Description

Westminster is a drug-free, smoke/vape-free campus.