Program Assistant 3, Gift Planning (Hybrid)

Senior Administrative Support

This is a senior level administrative support position within the Gift Planning program, comprised of a nine-person team, and with primary responsibility for serving the senior executive director and a director, and secondary responsibility for supporting other team functions at the discretion of the senior executive director.

This individual coordinates administrative activities which include prioritizing, directing and responding to business matters for an office that focuses almost exclusively on planned gifts, which are often arranged via a legal instrument and usually received after the donor's lifetime. This individual manages processes that are both internal and external to the program and interacts regularly with high level ARD colleagues and donors. This individual creates and maintains complex spreadsheets and works in databases, coordinates a calendar that is constantly changing and proactively alerts the senior executive director to critical issues and upcoming events that will impact this calendar. This individual communicates on behalf of the senior executive director to various senior level members of the organization, both in writing and verbally. In addition to the work described above, this person may be asked to support other team members who specialize in marketing and stewardship for our planned giving donors.

Specific Responsibilities

Documents & Databases

• Independently responds to and composes correspondence.
• Proofreads and edits documents.
• Creates and maintains standard spreadsheets and / or databases.
• Prepares queries, reports, statistics, tables, charts, etc. based on information compiled from various sources.
• Determines format, elements, trends, etc.

Accounting

Coordination

Contacts

Miscellaneous

Performs other duties as assigned.

Minimum Qualifications : (Education, experience, and any other certifications or clearances)

Minimum Competencies : (Skills, knowledge, and abilities.)

Preferred Qualifications : (Education and experience)

Preferred Competencies : (Skills, knowledge, and abilities)