Administrative Assistant - Gift and Estate Planning

The Salvation Army Central Territory
US - Missouri - Kansas City
December 28, 2024

Job Objective: Provide administrative support for the Divisional Director of Gift Planning and Gift Planning Advisor(s) through their contacts with donors and professional advisors and communications received through correspondence, e-mail, phone and reports.

Essential Functions:

Provide administrative support to Divisional Director of Gift Planning and Gift Planning Advisor(s)
Prepare and dictate contact reports and/or correspondence for staff activity with donors
Record contact activity and other tasks on CRM database
Prepare reports as requested
Maintain gift log and tracker reports for quarterly report to territory headquarters
Serve with assigned staff on planning events, promotion, and donor visits
Keep updated written working procedures for dictation, correspondence, gift processing, report preparation, and database management
Additional administrative functions as assigned

Minimum Qualifications:

Education: High school diploma or equivalent; some post-secondary education preferred

Experience:Minimum three years' administrative assistant experience; experience with SalesForce, Excel, Word, event coordination/planning at multiple sites, and database management

Certifications/Licenses: None

Skills/Abilities:

Reliable, dependable, and able to work independently
Excellent verbal and written communication
Good writing skills for transcription and composing documents, letters using proper English, spelling, and punctuation
Experience with Microsoft Office, database, and e-mail software, fax, scanning and printing
Ability to type minimum 50 words per minute
Ability to shift between responsibilities and prioritize workload
Able to communicate in writing and by phone in a professional manner with donors
Ability to work with both internal staff and external constituents in a courteous manner
Ability to problem solve and provide recommendations for office procedures and situations
High integrity and good personal judgment; trustworthy in working with confidential documents and donor information

Supervisory Responsibility: None

Physical Requirements: Include speaking, hearing and vision; manual dexterity; sitting up to 7 hours per day; standing up to 1 hour per day; walking, bending, squatting; lifting, pulling and pushing materials up to 25 pounds. Reasonable accommodation may be made to enable individuals to perform the essential functions of this job.

Travel: None

Driving: None

Working Conditions: Work is performed in a typical office environment; Monday - Friday; no evening or weekend work.

All employees recognize that The Salvation Army is a church and agree that they will do nothing as an employee of The Salvation Army to undermine its religious mission.The Salvation Army Mission: The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

The Salvation Army is an equal opportunity employer. Candidates who are back-to-work, US Veterans, people with disabilities, people who have been impacted by the justice system, and/or people without a college degree are encouraged to apply.

Full Time-37.5 Hours
Benefits Eligible - Medical, Vision, Dental Insurance; Life Insurance; Supplemental Insurance; Retirement Plans; PTO
Hybrid remote option is available after successful completion of the 90-day probationary period.

Read the full job description and apply online on the recuiter's web-site

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