Fundraising Data Management Assistant - Atlanta - ASHRAE

    ASHRAE
    ASHRAE Atlanta

    3 days ago

    Description

    Position Summary

    The Fundraising Data Management Assistant plays a vital role in supporting the annual Research Campaign, ASHRAE Foundation, and Major Gifts/Corporate Fundraising programs through effective data management and organizational skills.

    Essential Duties and Responsibilities

    • Identify, code, and accurately enter contributions in NetForum (contact/donor management system).
    • Maintain and update constituent records in NetForum, correcting any inaccuracies as needed.
    • Organize and manage system reports during collaborative meetings with IT, providing necessary reports for Development Staff.
    • Keep filing systems organized for both electronic and hard copy documentation related to the RP Campaign, Foundation, and major gifts programs.
    • Assist in preparing and shipping documents and materials for Society meetings and training sessions.
    • Prepare and send out donor recognition items, awards, and campaign support materials.
    • Track the shipment of certificates, awards, and supplies for the RP Campaign and CRC events.
    • Manage financial reports, including preparing reimbursements, tracking expenses, and generating monthly budget reports.
    • Electronically update the ASHRAE Wall of Honor as necessary throughout the year.
    • Provide assistance with various tasks related to RP, Foundation, COF, LCM, and Development Committee as requested by Development Managers.
    • Prepare and distribute correspondence, lists, meeting agendas, meeting minutes, and additional documents as directed by Development Managers.
    • Help plan trips for visiting volunteers, donors, and prospects; prepare informational packets, schedule appointments, and make travel arrangements.
    • Coordinate meetings and conference calls efficiently.
    • Maintain professional and technical knowledge required to fulfill job responsibilities.
    • Complete special projects and other tasks as assigned by the Director of Development or Development Managers.

    Minimum Qualifications (Knowledge, Skills, and Abilities)

    • A minimum of 4 years of administrative office experience with strong oral and written communication skills.
    • Proficient in Microsoft Office applications, particularly Microsoft Word, Excel, and PowerPoint.
    • Able to coordinate, prioritize, and complete multiple projects under tight deadlines in a fast-paced environment.
    • Exceptional research and organizational skills.
    • Capable of handling confidential matters with discretion.
    • Ability to take direction and work effectively as part of a team.
    • Strong interpersonal skills to establish and maintain effective working relationships.
    • A minimum of an Associate degree (Bachelor's degree preferred).

    Physical Demands and Work Environment

    The physical demands described here represent the key requirements for this position. Reasonable accommodations may be considered for individuals with disabilities to perform job functions. Regular requirements include talking, hearing, using hands or fingers to handle objects or controls. The role may involve standing, walking, sitting, and reaching. Employees must be able to occasionally lift and/or move up to 25 pounds, with certain vision abilities including close and distance vision.

    Note

    This job description does not limit the employee's duties; they may be asked to perform other job-related tasks as assigned by authorized personnel. All duties are essential functions and are subject to modification to accommodate individuals with disabilities. This document does not form an employment contract, either expressed or implied, and the employment relationship is at-will.

    By signing, I acknowledge my capacity to perform the essential functions of this position, agree to the physical demands and working environment, and understand the expectations outlined for this role.

    ASHRAE is an Equal Opportunity Employer, a drug-free workplace, and adheres to ADA regulations.

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