Donor Services Assistant Job at Beacon Hill (West Lake Hills, Texas)

Gift and Donor Services Program Assistant

As a community, the University of Rochester is defined by a deep commitment to M...

Location

United States of America , Rochester

Salary:

21.36 - 29.90 USD / Hour

University of Rochester

Expiration Date

Until further notice

Requirements

High School Diploma required
Associate’s degree preferred
2 years of relevant experience required
equivalent combination of education and experience required
Proven ability to work independently with minimal supervision as well as be a strong cross-functional team player
Advanced computer skills in the Microsoft Office suite of products are required as well as a general aptitude for learning new programs, including experience with databases
This position requires good judgment, self-direction, discretion, a positive attitude, strong oral and written communication skills, strong customer service and problem-solving skills and the ability to accommodate shifting priorities while meeting deadlines
General understanding of national and institutional professional fundraising methods and advancement services practices and standards preferred

Job Responsibility

Independently manages and prioritizes own workload, consulting with supervisors and/or clientele as necessary
Serves as principal program assistant to the Senior Director, Gift and Donor Services, the Director, Gift and Donor Records and the Director, Gift Compliance and Reporting, as well as two supervisors who currently manage fourteen staff members
While taking security precautions and adhering to cash handling guidelines, open, review, and distribute as appropriate all incoming gift and gift-related transactions for the University and its affiliates received by Gift & Donor Records and Quality Control
Prepare gifts and pledges for deposit and into batches, per departmental procedures
Copy selects checks for backup records, as defined by our policy
In an effort to meet quality control guidelines, calculates batch totals and logs each into the batch log
Works closely with the Accounting Specialist and Director of Gift Accounting and Reporting to execute bank deposit activity
Manage Gift & Donor Services’ communications, answering and responding to inquiries from donors as well as internal staff via phone, email, and verbal requests in a timely manner, responding within 24 hours to indicate request has been received and is in progress
Manages and tracks all donor and gift file transfers to offsite vendor for storage and retrieval as needed
Runs reports daily and merges files for the creation of donor tax receipts

Fulltime

Customer / Donor Services Representative

Faith Comes By Hearing (FCBH) is dedicated to providing superior service and sup...

Location

United States , Albuquerque

Salary:

21.13 USD / Hour

Faith Comes By Hearing

Expiration Date

Until further notice

Requirements

3 years minimum experience in incoming phone customer service
Proficiency in Salesforce, NetSuite, and/or similar software
Proven superior people skills
Proven ability to handle stressful calls calmly and with grace
Consistent pleasant tone of voice and demeanor
Excellent verbal and written communications skills
Proficiency in MS Word, Excel, Access, and PowerPoint
Proven ability to work effectively in team environment
Detail oriented
Must have reliable transportation

Job Responsibility

Answers incoming calls on toll free line and the switchboard (4 lines), as well as corporate emails
Provides consistent and superior service to individuals, donors, pastors, and ministry partners, as well as all employees
Serves as primary contact for all donation inquiries from non-donors
Updates customer/donor records in Net Suite and Salesforce
Informs donors of current giving opportunities, appeals and initiatives
Corresponds with customers, donors, and guests as needed via email, mail, or phone
Performs receptionist duties per shift
Maintains cash drawer for all store transactions
Maintains local product inventories
Maintains the general appearance of the front desk area

Fulltime

Customer & Donor Services Team Lead

The Customer & Donor Services Team Lead provides superior service to customers, ...

Location

United States , Albuquerque

Salary:

25.53 USD / Hour

Faith Comes By Hearing

Expiration Date

Until further notice

Requirements

Minimum 3–4 years of experience in customer service, donor services, or administrative support, preferably in a nonprofit or ministry environment
Demonstrated experience providing leadership or lead-level responsibility within a team setting
Strong interpersonal skills with a heart for serving donors, churches, and ministry partners
Proven ability to handle sensitive and confidential information with discretion
Proficiency in CRM systems (Salesforce preferred) and financial/order systems (NetSuite preferred)
Strong organizational skills with ability to manage multiple priorities and meet deadlines
Excellent written and verbal communication skills with a professional and gracious phone presence
Proficiency in Microsoft Office applications including Word, Excel, Outlook, and Calendars
Detail-oriented with strong analytical and problem-solving abilities

Job Responsibility

Provide day-to-day leadership, guidance, and support to the Customer/Donor Services team, fostering a culture of excellence, hospitality, accuracy, and exceptional service
Serve as the primary point of coordination for scheduling, coverage, and workflow for the Customer/Donor Services team
Model exceptional donor and customer care through direct engagement via phone, email, and in-person interactions
Assist with onboarding, training, and ongoing coaching of Customer/Donor Services team members
Ensure consistent application of service standards, policies, and procedures
Ensure timely and gracious handling of incoming calls, emails, and inquiries related to donations, products, ministry programs, and general information
Support donors, churches, pastors, and ministry partners by answering questions, resolving issues, offering prayer when appropriate, and connecting individuals to Donor Engagement representatives as needed
Serve as escalation point for complex or sensitive customer/donor service matters
Ensure accurate documentation of donor and customer interactions in Salesforce and NetSuite
Serve as the primary administrator for the Every Church Every Village program

Fulltime

Executive Assistant, Advancement Services

Reporting to the Associate Vice Chancellor for Advancement Services and Alumni R...

Location

United States , San Diego

Salary:

78306.00 - 114076.00 USD / Year ▼

UC San Diego

Expiration Date

Until further notice

Requirements

Thorough knowledge of common organization-specific and other computer application programs
Strong experience in business application software including: MS Word, Outlook, Access, Calendars, Excel, PowerPoint, web-based programs, browsers, electronic mail, databases, and word processing with fast, accurate key entry skills
Familiarity with the organization's processes, protocols and procedures
Demonstrated ability to accurately interpret and implement policies, procedures, regulations, and effectively communicate and disseminate information
Strong service orientation
Extremely strong teamwork, collaboration, provision of service, and cooperation skills with demonstrated ability to successfully resolve conflicts in a professional manner
Solid analytical / problem-solving skills
Demonstrated problem-solving skills with proven ability to research and analyze situations, identify existing or potential impacts, develop and recommend innovative solutions, determine and implement procedures to accomplish effective resolution, and evaluate results or progress
Strong skills to communicate effectively with all levels of staff, faculty, alumni / donors, students and external constituencies, both verbally and in writing
Knowledge of federal regulations such as FERPA

Job Responsibility

Reporting to the Associate Vice Chancellor for Advancement Services and Alumni Relations (AVC-AS & AR), the Executive Assistant provides high-level administrative and programmatic support on a broad range of complex, sensitive, and confidential issues
This position requires independent management of complex daily operations, long-range planning, and diplomatic communication with senior campus leadership, donors, prospects and diverse stakeholders
The Executive Assistant exercises judgment and initiative in analyzing sensitive issues, identifying viable options, and implementing solutions often involving campus and Advancement senior leadership
Serves as office manager ensuring smooth day-to-day operations, manages special projects of a highly confidential nature, and functions as the primary liaison between the AVC-AS & AR office and senior administrators and external constituents

Fulltime

Donor Relations Assistant

Youthworks is seeking a Donor Relations Assistant to join our Donor & Community ...

Location

Australia , Sydney CBD

Salary:

Not provided

Sydney Anglicans

Expiration Date

Until further notice

Requirements

2+ years’ experience in administrative duties and customer service
Data entry experience, ideally including Salesforce CRM in a non-for-profit context
Proven experience in identifying and meeting customer needs
High level of interpersonal and communication skills interacting with team members and external contacts
Flexible, collaborative, proactive and innovative team member
Excellent personal presentation
Excellent organisational and time management skills with the ability to multitask and to be flexible to reflect changes in priority
Computer literacy in Microsoft Office applications and CRM databases
Well-developed written and verbal communication skills (including proficient phone skills) with a focus on providing strong customer service
A systematic and focused approach to tasks with a strong attention to detail

Job Responsibility

Processing of donations received by mail, phone, direct deposit, and internet, including some data entry to a Customer Relationship Management (CRM) system, and receipting of donations
Contribute to supporter care activities including but not limited to phone calls to thank donors, sending mailouts, etc.
Handle enquiries via phone and email, ensuring all calls and requests are managed in a professional and timely manner
Administration of regular giving program including payment recovery/follow up of outstanding payments by email, mail and phone, actioning supporter’s requests, follow up phone calls to donors
Assist with fundraising campaign administrative duties as required

Parttime

New

Customer Service Representative

Robert Half is partnering with a mission-driven nonprofit organization seeking a...

Location

United States , San Diego

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of customer service, call center, administrative support, or client-facing experience
Excellent verbal and written communication skills
Strong interpersonal skills with a customer-first approach
Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel
Ability to manage multiple priorities while maintaining attention to detail
Strong problem-solving and conflict-resolution skills
Experience working in a nonprofit, healthcare, education, or community-focused environment is a plus

Job Responsibility

Serve as the primary point of contact for incoming phone calls, emails, and general inquiries
Provide accurate information regarding programs, services, events, and community resources
Assist clients, donors, and stakeholders with questions, concerns, and service requests
Document interactions and maintain accurate records within organizational databases
Process applications, registrations, forms, and other program-related documentation
Route inquiries to appropriate departments and follow up to ensure resolution
Support outreach initiatives, fundraising events, and community engagement activities
Maintain confidentiality of client and donor information
Assist with administrative projects and general office support as needed
Collaborate with internal teams to ensure a positive experience for all individuals served

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

New

Administrative Assistant

We are looking for an Administrative Assistant to support fund administration, g...

Location

United States , Atlanta

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience providing administrative support in an office, nonprofit, or financial services environment
Background in grant administration, fund management, or related operational support work
Strong attention to detail with the ability to manage documents, track multiple requests, and maintain accurate records
Comfort communicating professionally with donors, fund advisors, grantees, and internal teams by phone and email
Ability to work with workflow and recordkeeping systems to update information and monitor task progress
Sound judgment in handling sensitive financial or organizational information securely
Proficiency with general administrative tools and the ability to learn specialized platforms quickly

Job Responsibility

Coordinate the setup of new funds by preparing required documentation, monitoring completion status, creating advisor records, and issuing onboarding communications
Manage fund closure activities by collecting completed forms, confirming outstanding payments are resolved, and updating internal records to finalize account status
Handle modifications to existing funds by distributing documents for signature, organizing supporting materials, and entering approved changes into the appropriate systems
Provide fund statement support for agency fund advisors by responding to requests and ensuring statements are delivered accurately and on time
Complete verification outreach with organizations submitting banking details for payments, safeguard related documentation, and route confirmed information to the payables team
Support manual grant administration by tracking tasks in workflow tools, maintaining accurate records, and assisting with donor-directed grant processing
Help coordinate annual distribution activities by monitoring project progress, researching fund details, and supporting follow-up related to scheduled payments
Respond to incoming calls from donors and grantees, address routine grant-related questions, and elevate more complex issues when appropriate
Assist with grant award letter distribution, update recipient address information in relevant platforms, and perform data cleanup through direct outreach to grantee organizations
Process daily tax receipt documentation by gathering required approvals, maintaining organized records, and contributing to other shared services tasks as assigned

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Fulltime

New

Office Administrator

We are looking for an organized Office Administrator to support day-to-day servi...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in administrative support, office coordination, or customer-facing operations
Strong verbal and written communication skills with the ability to interact professionally with clients and internal stakeholders
Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint
Accurate data entry skills and careful attention to detail when handling records and documentation
Ability to manage multiple tasks, follow established policies, and meet deadlines in a fast-paced environment
Experience working with databases, digital tools, or cloud-based systems in an operational setting
Problem-solving skills with the ability to identify issues, troubleshoot routine concerns, and escalate when needed

Job Responsibility

Respond to questions from donors, financial advisors, and partner organizations regarding account access, balances, activity, and available services
Deliver a high-quality service experience by addressing requests promptly and ensuring matters are resolved or directed to the appropriate team member
Support daily operational activities such as opening accounts, processing incoming contributions, and updating documentation in line with established procedures
Maintain accurate information across donor, organization, and account records while ensuring consistency and completeness in internal systems
Coordinate with administrative team members to prioritize assignments, meet service timelines, and keep office workflows moving smoothly
Prepare reports, perform data entry, and assist with tracking information needed for operational oversight and service follow-up
Use Microsoft Office tools and database systems to organize communications, manage records, and support routine administrative tasks
Assist with troubleshooting basic service or process issues and contribute to continuous improvement in administrative and client support activities

What we offer

medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

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Donor Services Assistant

Job Description

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