Fundraising Data Entry Assistant - Development

Job Description

Position Summary

The Fundraising Data Entry Assistant is responsible for supporting the annual Research Campaign, ASHRAE Foundation, and Major Gifts/Corporate Fundraising programs through data management.

Essential Duties and Responsibilities

The essential functions include, but are not limited to, the following:

• Identify, code, and enter contributions in NetForum (contact/donor management system).
• Keep constituent records up to date in NetForum, identifying needed updates and corrections.
• Organize and maintain system reports in cooperative meetings with IT, running as needed for Development Staff.
• Maintain filing systems for both electronic and hard copy documentation, as needed, for the RP Campaign, Foundation, and major gifts programs.
• Assist in preparing/shipping documents and other materials for the Society’s meetings and trainings.
• Prepare and ship donor recognition, awards, and campaign support materials.
• Track the shipment of certificates, awards, and supplies in support of the RP Campaign and CRC events.
• Manage and prepare financial reports (e.g., prepare reimbursements, manage and track American Express expenses, prepare monthly budget reports, etc.)
• Electronically update the ASHRAE Wall of Honor, as needed throughout the year.
• Assist with all RP, Foundation, COF, LCM, and Development Committee tasks as requested by the Development Managers.
• Prepare and distribute correspondence, lists, meeting agendas, meeting minutes, and other documents as requested by Development Managers.
• Assist in planning trips to visit volunteers, donors, and prospects; prepare informational packets, set appointments, and make travel arrangements.
• Schedule meetings and conference calls.
• Maintain professional and technical knowledge necessary to perform duties and responsibilities.
• Execute special projects and other work, as assigned by the Director of Development or Development Managers

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Minimum 4 years of administrative office experience with Excellent oral and written communication skills.
• Strong proficiency in all Microsoft Office applications, especially in Microsoft Word, Excel, and PowerPoint.
• Ability to coordinate, prioritize, and complete multiple projects simultaneously under deadlines in a fast-paced environment.
• Excellent research and organizational skills.
• Ability to handle confidential matters appropriately.
• Ability to take direction and receive work assignments from supervisor.
• Ability to establish and maintain effective working relationships.
• Minimum of an Associate-level college degree (Bachelor’s degree preferred).

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee is frequently required to use hands or fingers and to handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.

By signing, I agree that I am capable of performing the essential functions of this position, that I agree to the physical demands and working environment of the position, and that I understand the expectations of the position.

ASHRAE is an Equal Opportunity Employer, a drug-free workplace, and complies with applicable ADA regulations.