Administrative Assistant -Gift and Estate Planning@ DHQ Kansas City, MO

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