Gift Specialist I, University Advancement

Job Description

The Gift Specialist I processes financial transactions from University constituents including pledges and payments with a variety of giving vehicles such as checks, credit cards, payroll deduction, marketable securities, gifts-in-kind, and bank drafts. Processes all gift receipts on a daily basis including re-issuing of receipts, when necessary. Processes adjustments to existing financial transactions, when necessary. Maintains membership information and premiums associated with all axillary units. Responsible for maintaining documentation related to transactions processed for audit and historical purposes. Creates new constituent records as needed for processing transactions. Ensures strict confidentiality of constituent records. Documents all financial entry processes and maintains current documentation on procedures. Adheres to all policies and procedures related to constituent financial processing and record management. Works closely with other departments for accuracy of constituent financial records. Responsible for maintaining documentation on gifts received. Meets as needed with auxiliary fundraising unit staff regarding data and processes. Ensures accountability for accuracy in changing figures. Documents various changes for auditor and research needs.

Essential Functions

• Processes financial transactions from University constituents including pledges and payments with a variety of giving vehicles such as checks, credit cards, payroll deduction, marketable securities, gifts-in-kind, and bank drafts.
• Processes all gift receipts on a daily basis including re-issuing of receipts, when necessary.
• Processes adjustments to existing financial transactions, when necessary.
• Maintains membership information and premiums associated with all axillary units.
• Responsible for maintaining documentation related to transactions processed for audit and historical purposes.
• Creates new constituent records as needed for processing transactions.
• Ensures strict confidentiality of constituent records.
• Documents all financial entry processes and maintains current documentation on procedures.
• Adheres to all policies and procedures related to constituent financial processing and record management.
• Works closely with other departments for accuracy of constituent financial records.
• Responsible for maintaining documentation on gifts received.
• Mets as needed with auxiliary fundraising unit staff regarding data and processes.
• Ensures accountability for accuracy in changing figures.
• Documents various changes for auditor and research needs.

Required Education, Knowledge, Skills, And Abilities

• Associates degree or two or more years of college coursework, plus two years of related experience, or an equivalent combination of education and experience.
• Understands the process of entering gifts in computer system.
• Ability to strictly adhere to a set of data standards as well as policies and procedures.
• Ability to work with numbers and demonstrate effective data entry skills with an exceptional degree of accuracy.
• Proficiency in computer skills including Word, Excel, the Internet, and data management.
• Excellent communication skills, both verbal and written.
• Strong interpersonal skills and the ability to interact with clients in a professional and courteous manner.
• Able to appropriately manage confidential and sensitive data.
• Able to update skills on a continual basis.
• Respect for the dignity and abilities of all people.

Preferred Education, Knowledge, Skills, And Abilities

• Experience working with data entry in a relational database.
• Experience working with a relational database.

Physical Requirements And Environmental Conditions

• Sedentary work primarily involving sitting/standing; communicating with others to exchange information; repeating motions that may include the wrists, hands, and/or fingers; and assessing the accuracy, neatness, and thoroughness of the work assigned.
• No adverse environmental conditions expected.

Note To Applicant

• This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by the employee’s supervisor.

Equal Opportunity Statement

• The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status.

Accommodations For Applicants

• If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact AskHR@wfu.edu or (336) 758-4700.