The Financial Services Specialist works under the direction of the Controller and CFO: performs data entry, data processing, online pledge processing, agency payouts, thank you letters, patriot act compliance documentation, customer service, and coordinates with others to obtain and maintain accurate records.
Areas of Responsibility:
- Data entry – process corporate and individual pledge forms in UWSL’s database
- Set up and process electronic campaign sites – oversee and process all electronic workplace campaigns. Must maintain accurate reports of all online campaigns
- Payouts – generate reports, import data, and mail checks to agencies on a quarterly basis. Track agency IRS status with each payout, mailing Patriot Act Compliance forms when necessary. Must maintain accurate filing of records and forms
- Intake and mail –responsible for the intake of all workplace campaigns from Community Investment Advisors. Sign off on reports and create/take deposits for any cash/checks received. Open incoming mail daily with the receptionist
- Customer service – respond to questions/comments from donors or agencies via email or telephone; work closely with Employee Campaign Managers during online workplace campaigns, etc.
- Perform other duties as assigned
Educational Background:
High School Diploma
Skills/Experience:
REQUIRED COMPETENCIES
- Experience with CRM database software
- Exceptional interpersonal and communication skills (verbal and written)
- Proven customer service skills and demonstrated ability to interact appropriately with various personalities
- Intermediate Microsoft Office skills
- Highly organized and extremely detail-oriented
QUALIFICATIONS
- 1-2 years office experience
- Strong working knowledge of MS Office including Outlook, Word, and Excel
- Experience with CRM software
PHYSICAL REQUIREMENTS
- The employee is regularly required to communicate clearly and exchange accurate information interpersonally or through communication devices. Must be able to learn new systems and procedures, prepare and analyze data and figures, constantly operate a computer and other standard office machinery. The position requires occasional movement throughout the office to access files, papers, or move supplies weighing up to 15lbs. Must be able to remain in a stationary position 75% of the time.
Compensation/Benefits:
This is a non-exempt position; salary depending on experience.
Job Function:
Organization Info
Listing Stats
Post Date:
Nov 30 2017
Active Until:
Dec 30 2017
Hiring Organization:
United Way Worldwide
industry:
Nonprofit