Part-time Finance Administrator

Responsive recruiter JOB OVERVIEW We are seeking a highly organized, compassionate, and detail-focused Finance Administrator to support our Finance Team in donor relations, benevolence coordination, and financial event planning. This role requires strong interpersonal skills, discretion, and a genuine care for people, balanced with high proficiency in administrative and technical systems—particularly Excel and Apple platforms. 

KEY RESPONSIBILITIES:  Administrative & Technical Proficiency 

• Support calendaring, scheduling, and administrative tasks for the Executive Pastor as needed. 
• Provide general administrative assistance, including document preparation, meeting coordination, and internal communications. 
• Maintain organized digital and paper filing systems for finance-related documentation 
• Confidently use Microsoft Excel for financial tracking and reporting, including pivot tables, vLookups, data validation, and conditional formatting. 
• Perform Mail Merge in Word for mass communications, donor statements, and event invitations 
• Confidently operate Apple systems and adapt quickly to new platforms (OnlineGiving, Planning Center Online, MortarStone, Divvy). 
• Maintain organized digital and paper filing systems for finance-related documentation. 
• Prioritize tasks effectively and demonstrate strong time management and communication skills.  
• Must complete our assessment here within 2 business days of applying

Donor Relations & Finance Support 

• Answer and resolve donor questions via phone and email, including refunds and statement requests and troubleshooting any donor login issues 
• Maintain confidentiality and accuracy when handling donor records, statements, and recurring giving schedules. 
• Serve as a warm, professional point of contact with high emotional intelligence in all donor interactions. 
• Execute and manage internal and external communication requests related to donor engagement, including Mail Merge for mass donor communications, statement distributions, and event invitations 

Benevolence Coordination 

• Triage benevolence requests with care, discernment, and discretion. 
• Conduct intake calls, process applications, and assign cases to benevolence volunteers. 
• Maintain detailed records in PCO workflows and profiles, tracking all steps from intake to final approval. 
• Coordinate financial assistance delivery, including issuing gift cards and coordinating payments 
• Partner with community organizations to refer individuals when requests fall outside scope. 
• Restock and log gift cards, process hotel reservations, and follow all security procedures for sensitive information. 

Event Planning & Support 

• Assist with planning and executing annual large donor appreciation event (350+ attendees). 
• Coordinate RSVP systems, communication logistics, on-site needs, and follow-up.  

KEY QUALIFICATIONS: 

• Mission Alignment: Demonstrates a personal alignment with Preston Trail’s mission, beliefs, and values, and a commitment to our team values of Self-Leadership, Positive Attitude, Team Mindset, Healthy Relationships, and High Performance 
• Technical Proficiency: Proven proficiency in Microsoft Excel and Microsoft Word, including pivot tables, vLookups, data validation, and Mail Merge functionality; confident using Apple/macOS systems, Microsoft Office, and cloud-based platforms; Minimum high school diploma or equivalent 
• Communication: Exceptional verbal and written communication skills, able to engage effectively with both internal teams and external donors 
• Interpersonal Skills: High emotional intelligence with a warm, professional demeanor and sound judgment; experience in donor-facing roles and sensitive financial discussions 
• Confidentiality: Trusted to handle confidential donor and financial data with discretion and integrity 
• Organizational Skills: Strong time management, attention to detail, prioritization and problem-solving abilities in a fast-paced, multi-tasking environment 
• Team Collaboration: Collaborative spirit with the ability to work effectively in a team-based setting 
• Physical Requirements: Abilit