Position Summary:
The Wall Street & Financial Services Division (WSD) is an integral part of UJA’s Financial Resources Department (FRD). Our division raises over $45 million towards the Annual Campaign working with professionals across the broader financial services industry. Throughout the year, the team provides opportunities for engagement including industry events, exclusive discussions, briefings, volunteer projects, missions, leadership positions and content-rich experiences.
The Wall Street & Financial Services Division seeks a proactive, self-motivated, and flexible development assistant to provide essential administrative support and help grow the division. The activities of this division are fast-paced and high energy; therefore this role requires a team-player with the ability to multi-task, trouble-shoot, and be a forward-thinker.
Major Responsibilities:
- Provide support for the Wall Street Division across committees and other leadership bodies, events, programs, campaign and donor engagement opportunities, and for general FRD requests and initiatives.
- Provide support for the Wall Street Dinner.
- Use fundraising database to process gifts and payments, manage event registrations, run giving reports/lists, and track/upload attendance at meetings, events, programs, and missions.
- Perform research on donors and prospects using various databases and web-based sources
- Work with the Wall Street Division staff to plan and prepare necessary materials for internal and external meetings, programs, events, and missions, including virtual or in-person logistics and supplies.
- Provide event support before, during and after meetings, events, and programs. This may include working registration, collecting payments, distributing literature, and helping with set up/tear-down.
- Address inquiries from (and otherwise communicate with) donors, lay leaders, and outside vendors. Screen calls and respond to situations as appropriate, corresponding with donors and professionals as independently as possible.
- Perform general administrative duties such as processing expense reports, paying invoices, requesting materials, ordering catering and reserving meeting rooms.
- Attend trainings on office systems and procedures to stay up-to-date on those systems and procedures, serving as a resource to the team on them as needed.
- Act as office manager for the department and ensure the administrative space is organized and maintained.
- Various projects as assigned.
Qualifications and Competencies:
- Bachelor’s Degree.
- Interest in fundraising, philanthropy, and events.
- Proven track record in delivering results.
- Proficiency with Microsoft Office (Excel in particular)
- Proficiency with Linked-In
- Proficiency with Zoom.
- Excellent communication skills.
- Excellent writing, editing, and administrative skills.
- Flexible and proactive self-starter with excellent communication skills, interpersonal skills, telephone skills, tact and diplomacy
- Excellent organization skills and an ability to understand systems and procedures.
- Strong attention to detail and follow-through.
- Effective time manager, with the ability to multitask in an extremely fast-paced work environment.
- Positive work ethic and ability to work as part of a team.
- Flexibility to work at events and programs when required, which may be outside of normal business hours.
Salary Information:
The salary for this role is $45,000.
