Operations Coordinator Planned Giving
Operations Coordinator Planned Giving
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$ 54000 - 66960
1 Vacancy
Job Description
Overview
POSITION TITLE: Operations Coordinator Planned Giving
REPORTS TO: Senior Director National Estate and Gift Planning
SUPERVISION EXERCISED: None
LOCATION: New York NY (CSC)
Grade/Class: Grade C NonExempt NonUnion
ABOUT THE ORGANIZATION:
ADL is the leading antihate organization in the world. Founded in 1913 its timeless mission is to stop the defamation of the Jewish people and to secure justice and fair treatment to all. Today ADL continues to fight all forms of antisemitism and bias using innovation and partnerships to drive impact. A global leader in combating antisemitism countering extremism and battling bigotry wherever and whenever it happens ADL works to protect democracy and ensure a just and inclusive society for all.
PRIMARY FUNCTION:
The Operations Coordinator Planned Giving is a pivotal player on the planned giving team. This position is the ideal entry point from which to observe and learn about the field of Planned Giving which plays a growing role in ADLs revenue generation and is becoming increasingly important within the field of Development. The Operations Coordinator will provide a broad range of highlevel project management and administrative support to the Senior Director and planned giving team. This position provides extensive learning opportunities about ADLs mission programs and impact in our 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 BNY Mellon account representative 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 solutionoriented 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 fastpaced 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 fastpaced office environment.
- Experience in nonprofit fundraising operations and the life insurance industry are a plus.
Education:
- Associate degree or equivalent progressive work experience required.
- Bachelors degree preferred.
Work Environment:
- ADL is a hybrid environment; this role may require 3 days in the office.
Compensation:
- This position has a salary range of $54000 to $66960. This salary range is reflective of a position based in New York New York. Please note that actual salaries are commensurate with experience and reflect the budget for a given position and since ADL has a locationbased compensation structure there may be a different range for candidates in other an overview of our total rewards package please visit aims to create a working environment where every employee can thrive professionally. Our missiondriven work is best accomplished in an environment that supports belonging. ADL values a diverse workplace and strongly encourages people of all races religions nationalities genders LGBTQ individuals people with disabilities and veterans to apply. ADL is an equal opportunity employer. Recruitment hiring promotions and other terms conditions and privileges of employment shall be maintained in a manner which does not discriminate on the basis of age race creed religion color national origin sex sexual orientation gender expression marital status physical or mental disability veteran status or military status or in violation of any applicable Federal state or local laws.
ADL will ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. For individuals with disabilities who would like to request an accommodation to support the interview process please contact Personal & Culture at.
ADL will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Credit Reporting Act and all other applicable State Local and Federal laws.
The information in this job description indicates the general nature and level of work expected of employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities qualifications and objectives required of employees assigned to this job nor is it to be interpreted as a contract for employment.
Required Experience:
IC
Employment Type
Full-Time
