POSITION SUMMARY
Provide comprehensive administrative and operational support to the Individual Development team, including implementation of an annual fundraising drive, solicitation volunteer coordination, data management, and departmental communications.
KEY RESPONSIBILITIES & ESSENTIAL DUTIES OF POSITION
An individual must be able to perform each essential duty listed below at a satisfactory level:
- Assist with the launch of HFUW’s annual fundraising drive that will support donor retention, renewal, and acquisition of individual donors.
- Support the recruitment and coordination of solicitation volunteers to meet program and participation goals, ensuring timely engagement, clear communication, accurate tracking, and fulfillment of administrative requirements.
- Administer the Individual Development’s prospecting process in partnership with the Technology team to ensure accurate data management, tracking, and identification of giving opportunities.
- Update and maintain the Customer Relationship Management (CRM) system.
- Assist with providing detailed reporting on individual solicitation outputs and outcomes.
- Handle administrative tasks for the Individual Development team mailings, including editing, printing, assembling, and coordination.
- Answer and coordinate inbound communications related to the Development and External Relations team.
- Support the departments’ onsite and offsite events and meetings (scheduling meetings, managing attendance, preparing materials, room setup, and developing meeting minutes).
- Work with the Donor Relations team to ensure timely recognition of donor gifts, to maximize revenue, and enhance donor loyalty.
- Ensure adherence to all organizational policies and procedures, staying informed about updates, and promoting compliance within the team.
- Collaborate with other departments to ensure consistent brand representation.
- Process vendor payment and work closely with HFUW’s Finance team to ensure that all payment requests are processed accurately and timely.
- Research, order, and track department inventory and supplies.
- Provide back-up support to the Development and External Relations team.
- Stay informed about HFUW’s services, products, and the key issues affecting the communities we serve.
- Maintain client and staff confidentiality and adhere to HIPAA, FIPA, PHI, PII requirements.
- Contribute to overall organizational success by performing other duties and responsibilities as assigned.
JOB REQUIREMENTS
Job requirements include:
- Associate degree or equivalent combination of experience and education may be considered in lieu of degree. Bachelor’s degree preferred.
- One year of experience in administration and annual fund or development preferred.
- Fundraising, volunteer management, social services, fundraising, or sales experience preferred.
- Ability to engage C-Suite donors and prospects while building and maintaining relationships.
- Public speaking skills with the ability to confidently address large groups preferred.
- Intermediate experience with Microsoft Office required, with advanced experience in Excel preferred.
- Fundraising CRM database experience preferred.
- Customer service skills and experience required.
- Ability to edit, complete, and assemble reports.
- Attention to detail and accuracy.
- Excellent analytical skills.
- Ability to multi-task and work in a fast-paced environment.
- Ability to work independently with minimal supervision required.
- Strong communication skills, both written and orally, required.
- Strong interpersonal skills to understand and respond effectively to the needs and interests of potential donors and clients.
- Strong proofreading skills required.
- Ability to utilize critical thinking and problem-solving skills.
- Ability to utilize organizational skills effectively.
- Must have access to a private, secure, and stable high-speed internet connection.
- Must have access to a quiet, confidential workspace.
COMPETENCY REQUIREMENTSCommunications - Ability to communicate effectively. Business Ethics - Ability to work with integrity and ethics. Judgment - Ability to use sound judgement. Initiative - Ability to take initiative. Teamwork - Ability to work in a team environment.This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities, and skills. Reasonable accommodations may be made to enable disabled individuals to perform the essential functions of the job.
PHYSICAL DEMANDSPhysical demands include:
- Constantly remaining in a stationary position, often sitting, or standing for prolonged periods.
- Constantly communicating with others to exchange information through speaking, hearing, reading, and writing.
- Constantly repeating motions and fine manipulation that may include the wrists, hands, and/or fingers. Ability to type using a keyboard.
- Constant use of standard office equipment such as the telephone and/or headset, copier, and computer.
- Constantly assessing the accuracy, neatness and thoroughness of the work assigned.
- Constantly viewing information on a computer screen.
- Occasionally bending, stooping, or kneeling.
- Occasionally lifting and moving items weighing up to approximately 30 pounds.
- Occasionally ascending or descending stairs, ramps, and the like.
- Occasionally traveling to the office or offsite location.
WORKING CONDITIONSWorking conditions include:
- Hybrid inside working environment.
- Occasionally working in an outdoor environment with high or low temperatures.
- Occasional early mornings, evenings, and weekend hours.
- High level of long periods of concentration.
- Frequent interactions with internal and external customers.
- Reliable transportation required.
- Occasional travel to multiple locations in Orange, Osceola, and Seminole Counties.
Heart of Florida United Way offers a very extensive benefits package for full-time employees that we are very proud to share with you!
Medical Insurance (Health, Dental, Vision) – on the 1st day and HFUW pays up to 80% of your premium.
Company-Paid Benefits – HFUW provides all full-time employees with the opportunity to enroll in short-term & long-term disability insurance, as well as $50,000 in life insurance, all 100% paid by HFUW.
401k w/ Company Contribution – not only does your 401k start on the 1st of the month following your start date, but after 1 year of employment and 1000 hours worked, you will receive 5% contribution from HFUW, regardless of your personal contribution to your plan.
Paid Time Off – HFUW offers an extensive amount of time off so you can focus on your personal health, family priorities, and work-life balance. Full-time employees start accruing paid time off (5 weeks your 1st year) upon hire, with generous carry over.
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