Overview
Development Services Assistant Jobs in Philadelphia, PA at PHILABUNDANCE
Position Summary:
The Development Services Assistant is responsible for primarily assisting both Specialist roles in Dev Services. Assigned roles will include year-round attention to database clean-up projects, customer service requests, fundraising event support, and basic constituent/gift entry. This position will be especially integral to the success of the department during the holiday season (October 1 – January 31).
Competencies:
- Accountability: reliable, honest, and transparent; regularly makes commitments and takes ownership of responsibilities.
- Effective Communication: conveys information clearly, with respect and integrity, using a professional manner and the appropriate means and channels for audience and subject matter.
- Agility: maintains efficiency in a changing work environment; adjusts effectively to work within new work structures, processes, requirements, or cultures.
- Quality: Work is organized, accurate and neat. The employee displays a commitment to excellence, checks work and learns from mistakes and seeks feedback to improve quality as needed.
- Engagement: contributes to the success of the organization by embracing teamwork, taking initiative on tasks and problem-resolution, and seeking out learning opportunities.
Essential Duties and Responsibilities:
Database Maintenance and Clean-up (40%)
- Constituent primary address NCOA updates. Lists provided after each Allegiance direct mail initiative (~15 mailings/year).
- Adding solicit codes to RE records and Allegiance suppression lists per donor requests made via phone call, email, etc.
- Aid Dev Services Specialists in checking the accuracy of committed gift entry batches and adding soft credit, tribute data, etc. after initial keying.
- Creating new constituent records with a focus on records that are needed for immediate gift entry (i.e. BOLOs, DAFs, and Honoree/Memorials).
- Participant entry in RE Events Module for Development fundraising event attendee RSVPs.
- Scanning, uploading, and filing (digital & paper) gift back-up documents with a focus on donations 5k+
- Help in identifying and merging duplicate constituent records in database.
- Amend new and existing addressee/salutations on constituent records consistent following the standard set by current best practices and departmental policies.
Customer Service and Donor Relations (40%)
- Outreach to Square Meal Society (SMS) members whose donation may be in jeopardy of lapsing due to credit card related maintenance.
- Re-issue returned physical mail to donors after researching and updating an accurate primary mailing address.
- Monitor Development Office supplies inventory (i.e. mailing envelopes, response devices, tribute cards, swag, etc.)
- Fulfill donor/gift requests requiring specialized care including but not limited to memorial/honoree tributes, planned giving bequests, stock gift transfers, and ACH/Wire instructions.
- Address general donor inquiries via phone and email regarding donations, website troubleshooting, and document these interactions in RE to share with Development staff.
- Create and review gift processing processes (SOP’s) and recommend new ways to increase efficiency and effectiveness.
Other Functions (20%)
- **Work 29 hours during holiday season (October 1 – January 31).
- Support Development programs and activities (specifically 6abc telethon, Zarwin Baum, and any other fundraising initiatives taken on by the department).
- Assist Director of Development Services in pulling batch data at the request of Philabundance’s annual financial auditors.
- Other duties as assigned.
Educational Achievement:
- High School Diploma or GED a plus. Additional formal education is preferred.
Qualifications
Skills/Knowledge/Experience:
- Minimum of one year of administrative experience, preferably in non-profits.
Raiser’s Edge experience preferred. Advanced Microsoft Office proficiency, especially
in Excel, is desired, and ability to learn and use computer software as necessary.
- Demonstrate a proactive approach and a professional, enthusiastic, and positive
attitude.
- Exceptionally well-organized and a proven track record of being detail-oriented.
- Ability to work independently, as well as part of a team.
- Willingness to work evenings and weekends as events require.
Physical Requirements, Frequency of Tasks:
- Must occasionally lift and/or move up to 20 pounds.
- Occasional prolonged and irregular hours will be necessary.
Working environment:
- Work hours will be in-person onsite at GX unless told otherwise.
- Typical office environment. May occasionally work outdoors in preparation for and attendance at special events.
- The noise level in the work environment is usually moderate.
Title: Development Services Assistant
Company: PHILABUNDANCE
Location: Philadelphia, PA
Category:
