Gift Specialist I, University Advancement
Core
Processes financial transactions and gift receipts for university constituents using various giving vehicles.
Role type
Financial transaction specialist (gift processing)
Builds
Accurate financial records and constituent data for audit and historical purposes
Domain
Higher education fundraising finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
data entry, financial transaction processing, gift receipt management, constituent record creation, confidentiality management, policy adherence, numerical accuracy, computer proficiency (Word, Excel, Internet)
Preferred skills
relational database data entry experience
Responsibilities
Process pledges and payments via checks, credit cards, payroll deduction, securities, and bank drafts; issue and re-issue gift receipts; adjust existing financial transactions; maintain membership information and premiums; document financial entry processes; ensure confidentiality of constituent records; collaborate with auxiliary fundraising units.
Seniority
Entry-level to Mid-level, hands-on IC
