Administrative Assistant

• Coordinate administrative support for planned giving operations, ensuring records, documents, and communications are organized and up to date
• Maintain donor and fundraising data, prepare regular activity reports, and help monitor production results tied to giving initiatives
• Track marketing efforts and organize related materials so teams can easily locate and use electronic assets and reference documents
• Catalog internal policies, procedures, and forms while helping improve document control and digital accessibility across the office
• Manage invoice processing and related administrative follow-up with a high level of accuracy and timeliness
• Digitize paper-based files and assist with maintaining reliable electronic records for donor, estate, and trust-related documentation
• Use Excel and Microsoft 365 tools to compile information, generate reports, and support daily administrative workflows
• Prepare, edit, and maintain PDF documents and forms using Adobe Acrobat for efficient distribution and storage

• Prior experience in an administrative support position with responsibility for data entry, reporting, and document coordination
• Proficiency with Microsoft Excel and Microsoft 365 for tracking information, organizing data, and producing reports
• Hands-on experience using Adobe Acrobat to create, edit, and manage digital documents
• Background in invoice handling and general office administration
• Familiarity with donor records, nonprofit operations, or environments involving fundraising support
• Exposure to estates, trusts, or planned giving activities is strongly preferred
• Strong attention to detail with the ability to manage sensitive information accurately and confidentially

Exposure to estates, trusts, or planned giving activities is strongly preferred