Advancement Services Officer

Summary Description

The Advancement Services Officer will play a key role in supporting the Advancement Team. This entry-level role assists with database management, gift processing, event registrations, prospect research, and general administrative support. Additionally, the position supports the annual fund, alumni relations, and special events teams' back-office responsibilities. The Officer will perform various administrative tasks to ensure the smooth operation of the Advancement Team. The Officer reports to the Director of Advancement Services.

Responsibilities

• Assist with accurate and timely gift processing, event registration, donor record management, and donor acknowledgment in compliance with CASE guidelines, IRS requirements, and School policy.
• Review, interpret, add, and update biographical information and process gift adjustments to enhance donor profiles and ensure data integrity, and accurate reporting and gift recording in the database.
• Assist in generating timely and comprehensive financial reports.
• Responsible for becoming cross-trained in other functions of the Advancement Services Area, including the prospect management process and the ability to perform basic prospect research and query/list generation.
• Support the administration and maintenance of scholarship and gift agreement records, including associated pledges, documentation, reports, and Raiser's Edge records.
• Own the day-to-day administration of BoostMySchool and other Advancement technology platforms as assigned, ensuring effective use, data integrity, user support, troubleshooting, and coordination with vendors.
• Perform routine data quality review and maintenance, including identifying and resolving duplicate records, incomplete or inconsistent constituent information, coding issues, and other data discrepancies in Raiser's Edge.
• Maintain constituent codes, relationships, attributes, and other key data elements in accordance with established Advancement Services standards to support accurate segmentation and reporting.
• Assist with the entry, maintenance, and review of pledges, pledge payments, schedules, adjustments, and related documentation in Raiser's Edge.
• In collaboration with the Annual Fund Team, assist with Raiser's Edge and other advancement technology platforms for creating and sending emails.
• Assist the Alumni Relations and Special Events Teams with administrative tasks.
• Perform other duties as assigned by the Director of Advancement Services and Vice President of Advancement.

Qualification Standards

• Education: Bachelor's degree required.
• Experience: Minimum of 1-3 years of professional work experience in fundraising, data management, or a directly related field to demonstrate sufficient knowledge, skill, and ability to perform the essential functions of the position.
• Knowledge of Excel.

In addition to these qualifications, because of the nature of the position, certain personal qualities are key to the success of the individual in this role. They include:

• The ability to learn basic fundraising principles and strategy including the moves management system.
• Outcomes-oriented work style.
• Optimistic and empowered attitude.
• Creativity and high energy.
• Technology savvy.
• Actively engage in cross-functional collaboration.
• Unparalleled personal integrity and respect for confidentiality, prudence, and discretion.
• Ability to inspire and engender a passion for Saint Peter's Prep and the Jesuit mission.

Other Considerations

The person in this position must be flexible around the needs of the School, which includes occasional evening and/or weekend hours. Raiser's Edge experience is preferred.