Office Administrator

• Provide prompt and accurate assistance to donors, financial professionals, and organizations regarding account inquiries, online access, and service offerings
• Collaborate with colleagues to complete operational tasks and adhere to established timelines
• Support core operational functions, such as account setup, gift routing, and record maintenance, while following company policies and procedures
• Respond to inquiries or appropriately escalate them to subject matter experts to ensure a positive client experience
• Maintain accurate and organized records for donors, organizations, and accounts to uphold operational standards
• Assist in troubleshooting issues related to administrative processes and implement solutions effectively
• Utilize software tools, including Microsoft Office Suite, to manage data entry, reporting, and document creation
• Contribute to the continuous improvement of procedures and workflows to enhance service quality
• Participate in training sessions and stay updated on organizational policies and practices
• Perform ad hoc financial tasks and support project implementation as needed

• Proven experience in administrative support or office management within a detail-oriented environment
• Strong proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook
• Exceptional customer service and communication skills, both written and verbal
• Demonstrated ability to manage data entry and maintain accurate records
• Familiarity with cloud technologies and digital tools for efficient operations
• Solid understanding of policies, procedures, and planning processes within an organizational setting
• Ability to prioritize tasks, troubleshoot issues, and meet deadlines effectively

Experience in project management or supporting implementation processes is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan