Administrative Assistant, Development

Development Nashville

Jobs

The Administrative Assistant is responsible for providing assistance to the Director, Development, in his role of leading the division, Development programs and donor relations. The Administrative Assistant is also responsible for a variety of department-wide activities and duties, such as staff meeting minutes, budget support, and general office administration. This position also provides support with Gift Annuity proposals and agreements, as well as administration of Charitable Remainder Unitrusts and life insurance policies for which TGI is owner and beneficiary, and for the Gideons Donor-Advised Fund program. This person is responsible for responding to general Development inquiries, and support of the TorchBearers legacy society.

Essential Job Functions

Assist Director, Development
Assist Director with scheduling on his Outlook calendar
Assist Director in developing the department’s annual budget plan, managing the budget and participating in monthly meetings with Finance to review the budget / spending for the department
Process Director’s expenses in Concur
Approve timesheets and time off requests for the department on behalf of the Director
Tabulate Gift Officer activity scoring prior to their monthly meetings with the Director
Create charts and graphs as necessary for meetings and reports
Assist Director in supporting Executive Director’s management of his Major Donor portfolio
Assist with devotion week prep work (i.e. prayer cards)
Take minutes in all Development staff meetings and send out action items via e-mail
Other duties as required

Charitable Gift Annuities
Generate CGA Proposals in Planned Giving Manager (PG Calc software) and send to prospective donors.
Generate CGA Agreements in Planned Giving Manager when funds are received. Send paperwork to donor via mail for signature.
All additional steps in setting up new CGAs as well as ongoing maintenance of existing CGAs (address change, banking changes, deceased annuitants)
Send monthly checks or EFT notification letters to annuitants
Process annual renewals of state certifications to issue Gift Annuities
Maintain a spreadsheet of CGA Activity
Assist in the preparation and mailing of 1099s to annuitants in January
Mid-year contact with reinsured annuitants who do not get monthly / quarterly contact

Charitable Remainder Unitrust
Assist Planned Giving Gift Officer(s) and Finance Division in setting up new CRUTs
Send monthly checks or EFT notification letters / e-mails to donors

Life Insurance Policies
Correspondence pertaining to premium payments, including request of payment from donor, request of check from Finance, and thank letter and receipt to the donor
Request annual information from Life Insurance companies for use by Accounting and the annual audit

Donor-Advised Funds
Generate documents for setting up DAF account
Create record in donor database and track grants
Facilitate with Finance Division and account custodian establishment of new accounts, DAF deposits, distribution requests, and any account changes.
Mail quarterly account statements and cover letters to DAF donors

CORE COMPETENCIES

Actively learns, demonstrates and fosters the organizations’ culture in all actions and words. Takes personal initiative and is a positive example for others to emulate.
Displays ability to understand the fundamental business drivers and communicate the state of business and provide strategic recommendations to management.
Foster Approachability
Positive and Constructive Attitude
Business Acumen
Self-Management and Emotional Intelligence
Time Management
Process Management
Problem Solving
Dealing with Ambiguity
Perspective
Ability to challenge the status quo
Active Knowledge Sharing & Continuous Learning
 
Minimum Qualifications
2-year Associate degree or equivalent experience
2-5 years of secretarial/administrative experience
Experience working with Charitable Gift Annuities preferred
PC experience, especially in Microsoft Office applications and CRM
Successful completion of a background screen

Employment Number #2019-210 Location/Department Development Type Full Time Role Administrative Assistant, Development

Required Skills

Here’s an overview of qualifications you need for this job.

Communication
Excellent writing, grammar and interpersonal communication skills.
Organizational
Core Competencies
• Actively learns, demonstrates and fosters the organizations’ culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. • Displays ability to understand the fundamental business drivers and communicate the state of business and provide strategic recommendations to management. • Proven ability to keep a big picture perspective while dealing with very detailed information. • Foster Approachability • Positive and Constructive Attitude • Business Acumen • Self-Management and Emotional Intelligence • Time Management • Process Management • Problem Solving • Dealing with Ambiguity • Perspective • Ability to challenge the status quo • Active Knowledge Sharing & Continuous Learning
Administrative Skills Microsoft Office Suite Financial accumen
1 Language
(Native)
English
Understanding
Speaking
Writing
Core Values
• Innovation – Creative Thinking • Mutual Accountability • Open Communications • Trust & Respect
Work Environment & Time Requirement
Climate-controlled office environment 8-hour workday Variations in work volume sometimes require extended working hours

Additional Requirements

What else it would be nice to have.

ResearchAnalyticalIntegrity
4 Years Of experience

Department / Location

A Brief Overview of the Department / Location which posted this job opening

Development

The Development Division is responsible for the International Headquarters’ philanthropic (i.e., fundraising) activities. We aspire to inspire more donors to share more generously to help fulfill our mission through the donors’ philanthropic objectives. With a Development program that is biblically based, donor-centered and strategically aligned, we seek to foster a “Culture of Generosity” throughout the ministry that is mutually beneficial to The Gideons International and its supporters, ultimately glorifying God and advancing His kingdom
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