14 days old

Donor Administration Supervisor

National Philanthropic Trust
Jenkintown, PA 19046
Donor Administration Supervisor


 


Summary:


The Donor Administration Supervisor is responsible for leading a team of Donor Administration associates who are responsible for establishing donor accounts, ensuring donations are properly matched and recorded, providing the external acknowledgement of such donations, and other such tasks that are required in order to ensure donor satisfaction in our Donor Advised Funds (DAF) and Supporting Organizations (SO). The Donor Administration Supervisor is also responsible for collaborating with the Donor Administration Manager in reviewing current processes and programs, implementing changes to improve the efficiency and effectiveness of operations, and coaching other members of the team to assist with professional development.



Primary Functions and Essential Responsibilities:



  • Act as a team leader and provide daily guidance and coaching to junior members of the group, including acting as an escalation point of contact for internal and external issues.

  • Assist with the training and development of the Donor Administration team.

  • Provide ongoing feedback and prepare annual employee performance reviews.

  • In conjunction with the Team, ensure all new accounts are opened, and verify that all data is complete and accurate, within the established service level timeline for each National Philanthropic Trust (NPT) program.

  • Ensure the complete, accurate and timely processing of all cash, security and property contributions into DAF accounts from donors in accordance with established service levels for each program at NPT.

  • Process account updates, as necessary, in the system of record.

  • Prepare and/or review donor gift receipts.

  • Assist the Donor Administration Manager as needed with special assignments and projects, including acting as the Donor Administration point of contact for other NPT teams.

  • Communicate with financial advisors and donors, as necessary, to resolve issues, address inquires and provide general support.

  • Ensure the timely resolution of donor, financial advisor and/or Financial Service Partner inquiries related to donor-advised funds.

  • Track, escalate and resolve emails, fulfillment requests and issues through a Salesforce case management system.

  • Primarily responsible for managing the Salesforce case queue, allocating and assigning cases to the team based on workload and subject matter expertise.

  • Working with Manager to evaluate the needs for seasonal staff, developing training materials and onboarding seasonal staff and new team members.

  • Demonstrate sound business judgement to recognize issues that should be escalated to subject-matter experts for further handling.

  • Attend and participate in all relevant meetings and training sessions.



The above list is not exhaustive, additional tasks may be assigned as necessary.



Qualifications




Education/Certification:



  • Bachelors degree (General Business, Accounting, or Finance) preferred, or equivalent professional operational experience.



Required Knowledge, Skills and Experience:



  • Minimum of 5 to 7 years of relevant experience, preferably within the financial services/investment services industry

  • Experienced leader, with a minimum of two (2) years of supervisory experience.

  • Ability to discern and adapt to variable volumes of work including periods of very high volume

  • Strong organizational and time management skills

  • Detail oriented, capable of multi-tasking in a daily, deadline driven department, while keeping others well-informed

  • Excellent verbal, writing, interpersonal communication and proofreading skills

  • Highly proficient in Microsoft office suite, particularly Excel

  • Skilled problemsolver

  • Both a team player and capable of independent work

  • Demonstrated ability to take initiative, anticipate needs and exercise independent, sound judgment

  • Self-motivated and self-directed with a strong work ethic

  • Demonstrated ability to prioritize work

  • Flexibility and adaptability to changing work environments

  • Resourceful team-player with a collaborative and professional demeanor, with the ability to successfully engage colleagues across the organization as well as outside constituents

  • Must have an inquisitive, investigative mindset, and be willing and able to dig deeper, rather than accept information at face value

  • Must possess unquestioned personal integrity and reliability; keep commitments, admit mistakes, accept responsibility for all departmental output and results, maintain confidentiality when necessary and appropriate, and act in the best interest of the organization at all times

Categories

Posted: 2020-02-14 Expires: 2020-03-15

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Donor Administration Supervisor

National Philanthropic Trust
Jenkintown, PA 19046

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