OVERALL POSITION DESCRIPTION: The Sr. Associate is responsible for supporting functions of the Individual Philanthropy team under the direction of the Vice President, Individual Philanthropy. The position will be responsible for supporting the Individual Philanthropy team with various administrative, reporting, project and meeting coordination tasks as well as maintaining team administrative resources. Although this position will support the entire team, they will provide significant support to the mid-level and planned giving programs. This position will also have limited opportunity for direct interface with donors.
Highlighted Responsibilities:
- Provide administrative and project support to include Salesforce reporting, donor data hygiene, and gift accuracy
- Coordinate the preparation of materials before and after meetings and events as required, including presentations, memos, background materials and action items
- Support improvement of team processes and procedures and help maintain departmental resources (i.e. SharePoint, SOPs)
- Track and maintain inventory of team supplies
- Provide administrative and expense report support to vertical leads, as needed
- Other duties as directed