Job Family Group:

Department/Office:

Time Type:

Compensation:

Please note, starting salaries are based on factors including internal equity, relevant experience, and education.

Exemption Status:

Job Description:

• Processes daily online credit card gifts, checks, cash wire/stock transfer/ETF, recurring gifts/pledges, phonathon pledges, monthly payroll deductions for employees, and matching gift forms; and enters gift batches into Advancement's CRM system (Salesforce/Affinaquest). Proofs entries and reconciles daily balances from each batch and prepared deposits. Responsible for receipting, and related reminders, for all gifts and pledges made to Trinity University. Produces and mails monthly pledge reminders and assists with open pledge reminder processes, as needed.

• Coordinates accurate entry of prospect and constituent data for all individuals and organizations, including contact-related updates (i.e. address/phone/email, etc.), constituent demographics, prospect management-related data, and relationship links while assisting with standardization of entry processes. Conducts & evaluates internet database related research on address, phone, email, employment, affiliation, and obituary information. Enters verified return mail corrections, deceased, and other changes based on various notifications received or identified/discovered.

• Problem solves issues related to donor directives on gift accounts/allocations and appropriate entry. Works with the Business Office to set up new accounts and account numbers. Coordinates with other departments regarding stock gifts, planned gifts, grants, and miscellaneous gifts to ensure the donations' accurate recording in the appropriate gift account. Conducts extensive research for complex gift types, and donor giving history, using the Salesforce/Affinaquest System; and paper copy donor files, as needed. Seeks advice from supervisors, and others, as appropriate.

• Responds to donor and departmental gift entry/adjustment-related questions/issues and communications, as needed.

• Assists with the preparation and regular reviews of all procedural and process documentation related to gift & bio records entry procedures. Advises on improvements and maintains procedural guide/manual to include adjustments and improvements before inclusion in guide/manual revisions.

• Monitors regular weekly filling of batch files in the central file room.

ADDITIONAL DUTIES

• Cooperates and collaborates with other employees in the spirit of teamwork and collegiality and interacts with confidence, patience, and integrity to provide professional leadership during emergencies.

• Complies with all Trinity University policies and guidelines.

• Performs other duties as required.

EDUCATION

Required:

High School Diploma or GED.

Preferred:

Some business college or university coursework.

EXPERIENCE

Required:

Four years of clerical experience to include the use of a personal computer and knowledge of a relational database.

Preferred:

Extensive work on a relational database and accounting or bookkeeping experience.

Experience in a development or fundraising environment.

KNOWLEDGE, SKILLS, AND ABILITIES

Required:

Exacting accuracy in all phases of work performed.