The Opportunity

The Philanthropic Services assistant is responsible for providing a day-to-day data entry and operations of the Donor Advised Fund grant program, including assisting donor advisors, conducting due diligence, preparing grant recommendations, and preparing related materials for finance and communications.

Responsibilities

• Manage Donor Advised Fund grant processing:
  • Grant processing, tracking pending grant recommendations and payments with a goal of 99% or better internal and external accuracy in collaboration with the Processing Coordinator and Operations Manager.
  • Performing due diligence of Donor Advised Fund grant recommendations.
  • Proofread and finalize letters, memos, and other documents that are generated by and for the Donor Advised Fund grant program.
  • Prepare reconciliation reports of outstanding grant payments and follow-up with organizations to ensure that grant checks are received and cashed.
  • Review, edit, and mail quarterly Donor Advised Fund statements.
  • Promptly refer non-routine issues with recommended solutions to Processing Coordinator, Operations Manager, or other Philanthropic Services staff as necessary.
  • Help donors with Donor Central issues or questions.
• Handle grant processing for corporate grantmaking programs at appropriate intervals.
• Prepare terms of grant agreement for multi-year grants and other complex grants that require conditions, including but not limited to grantee reporting, and track such grants accordingly.
• Maintain hard copy or electronic files as necessary and handle document retention according to policy.
• Prepare and keep available a supply of printed materials for use by Philanthropic Services staff.
• Serve as a backup to the office receptionist.
• Routinely handle internal and external inquiries by screening calls, answering questions, and redirecting, as necessary, to appropriate personnel.
• Assist with donor lists and related data for Community Foundation publications.
• Provide support for the Foundation’s archiving activities including monitoring and ensuring that organizational files are up to date.
• Perform other duties as assigned

Qualifications

To be successful in this role, you possess these qualities:

• High school graduate
• At least 2 years’ experience with data entry/data bases
• Attention to detail
• Proven effective verbal and written communication skills
• Experience within an office setting, working with a team
• Effective technology skills (office software and equipment)
• Experience working in the nonprofit/philanthropic sector preferred
• Administrative assistant experience preferred

To Apply

Send your cover letter, resume and salary requirements to Olubunmi Parks, Human Resource Director, at careeropportunities@cfsem.org.

To provide equal employment opportunities to all individuals, employment decisions will be based on merit, qualifications and abilities without regard to race, religion, creed, color, national origin, age, gender, marital status, sexual orientation, gender identity, height, weight, political or union affiliation, disability or any factor prohibited by law.