Advancement Services Coordinator

Description

About Us:

 

Located in Georgetown, Texas, Southwestern University is an independent, four-year undergraduate institution offers a top-ranked integrated arts and sciences curriculum that incorporates the humanities, fine arts, social sciences, and natural sciences.

At Southwestern University, we are committed to fostering an environment where every individual feels respected, valued, and empowered. We believe that a thriving community is built on the strength of varying perspectives and experiences, and we strive to create an atmosphere of mutual respect and understanding. Our actions are guided by a commitment to fairness, openness, and the belief that our differences are what make us stronger as a whole.

 

 

Position Overview:

 

Southwestern University has an immediate opening for an Advancement Service Coordinator. This position will report to the Director of Advancement Services and Prospect Management. This position is responsible for overall data integration, updates, integrity, and audits in the database for University Relations, as well as all gift account maintenance, gift/pledge entry, and gift/pledge reporting. This is a full-time, 12-month, non-exempt position eligible for our comprehensive benefits program.

 

Essential Duties:

 

·         Direct the processing and tracking of all donations/pledges to the University daily.

·         Produce reports about individual donors, giving histories, campaign reports, and fiscal year-to-date summaries.

·         Produce appropriate pledge reminders in collaboration with University Relations (Development) staff.

·         Create new accounts in the database software to correspond with the general ledger.

·         Create records and maintain the campaign information in the database.

·         Create and maintain methods for tracking gifts and results from various development programs.

·         Help ensure the University’s compliance with IRS regulations and accounting standards.

·         Perform receipting processes to ensure timely and accurate completion.

·         Perform data entry, including manual edits and coordination of batch data updates, including parent, employment, alumni updates, National Change of Address (NCOA), obituaries, relationship connections, and other pertinent information.

·         Work with Advancement Services and IT on updating database fields for streamlining processes and reporting.

·         Liaise with University IT on necessary data projects.

·         Work on basic reporting requests and data sharing for University Relations.

·         Prepare the annual VSE report.

·         Track and maintain corporate matching gift files and create and produce reports as needed.

·         Provide reports to the business office as needed and work with them to help reconcile gift accounts.

 

 

Additional Duties:

 

·         Perform other duties as assigned.

Qualifications

Minimum Qualifications:

 

●       College diploma or equivalent.

●       1+ year of office/clerical experience.

●       Excellent computer skills utilizing software such as Microsoft Word and Excel, email software, and internet search engines.

●       Ability to quickly learn institutionally specific computer software such as Raiser’s Edge.

●       Ability to understand and manipulate data from many different data sources.

●       Possess basic spelling, grammar, punctuation, proofreading, and drafting skills.

●       Ability to work both independently and as a member of a team.

●       Ability to establish, maintain, and accurately file alphabe