Job Description

Our client, anti-hate organization is seeking an Operations Coordinator to join their Planned Giving team.

• This position is long term temp with the potential to convert to a perm job.
• The position is hybrid, Tuesday, Wednesday and Thursday will be onsite.
• The work hours are 9am – 5:30pm.
• The pay rate is $30.00 per hour with an annual salary of $66,000.

PRIMARY FUNCTION:

The Operations Coordinator, Planned Giving is a pivotal player on the planned giving team. The Operations Coordinator will provide a broad range of high-level project management and administrative support to the Senior Director and planned giving team. This position provides extensive learning opportunities about the organization’s mission, programs and impact in their fight against antisemitism and hate.

Responsibilities

Primary:

• Maintain and manage the life insurance portfolio records, an increasingly important source of planned giving revenue. This involves interacting with external insurance company representatives to obtain policy illustrations and projections to record and track policy status and related issues under the guidance of our industry consultant (training provided.)
• Assist in maintaining Charitable Gift Annuity portfolio records, serve as a liaison with financial institution account representatives, provide reporting and data updates while tracking donor communication (training provided).
• Prepare, transmit, record and file various donor communications such as planned giving information and Livingston Legacy Society welcome packets.
• Support planned giving database management to ensure that donor accounts including highly confidential information are current and regularly updated.
• Prepare check requests for vendors, submit transmittals, and verify payment.
• Communicate with colleagues and external vendors on a variety of topics.
• Schedule and provide administrative support for meetings.
• Receive, sort, and distribute incoming mail. Respond to routine and more complex correspondence requiring the exercise of judgement and discretion.
• Provide general and technical administrative support to the Planned Giving team to ensure the smooth functioning of the office.

Qualifications

Skills:

• High level of curiosity with a solution-oriented approach to problem solving.
• Exceptional attention to detail.
• Comfortable with technology, analytical and strong written/verbal interpersonal communication skills.
• Technical competence required. Comfort learning and utilizing new technology is essential including platforms like Salesforce.
• Ability to complete advanced formatting, layout, and mail merge tasks.
• Demonstrated ability to manage and complete multiple projects on deadline.
• Growth mindset to function in fast-paced work environments.
• Organized and the ability to maintain confidentiality and manage sensitive information essential.
• Ability to work both independently and to effectively build strong collaborative relationships in person and across virtual spaces.

Work Experience:

• The ideal candidate has several years’ work experience providing administrative support and customer service in a fast-paced office environment.
• Experience in non-profit fundraising, operations and the life insurance industry are a plus.

Education:

• Associate degree or equivalent progressive work experience required.
• Bachelor’s degree preferred.

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