Gift Processing Assistant - Office Assistant 4 (AESES)
University of Manitoba
Winnipeg, Canada
1d ago

Responsibilities :

  • Processes all gifts received by mail, email or online. -Downloads and submits the daily activity report to U of M Finance department.
  • Balances and updates gifts from the Pledge reports.-Corrects data errors and updates fund designation codes.-Balances cash and cheques from batches and completes bank deposit forms and control sheets.
  • Imports data from several other database systems, such as Bambora and the Student Call Centre.-Reviews Bambora database for recurring items and adjustments.
  • Reconciles and batches donation lists received from colleges and special fundraising events.-Creates or updates constituent records for biographic, relationship and gift information.
  • Communicates with donors or other appropriate contact if information not complete.-Completes matching gift forms and record in tracking database.
  • Processes correspondence related to NSF and other bank declined items.-Assists in answering questions regarding tax receipts and gift histories from donors and donor relations staff.
  • Incorporates gift documentation in Banner Document Manager (Xtender).-Indexes files received from other units received through email, mail or scanning : -Opens and indexes incoming mail.
  • Qualifications : MINIMUM FORMAL EDUCATION / TRAINING REQUIRED : -Completion of a formal training program in a related discipline from a recognized institution is required.

    EXPERIENCE : -Three years directly-related experience in a fundraising or financial services environment is required.-Experience with a fundraising database is required.

  • Experience with The Raiser's Edge is preferred.-An acceptable equivalent combination of education and experience may be considered.
  • SKILLS & ABILITIES : -Must have knowledge of University regulations, programs and procedures.-Must have knowledge of CRA guidelines pertaining to Charitable Giving.

  • Must have demonstrated knowledge of office practices with the ability to organize and prioritize.-Must have knowledge of gift data entry and financial reconciliations.
  • Effective oral and written communication skills are required.-Ability to establish and maintain effective working relationships with various levels of internal and external contacts, is required.
  • Intermediate level of skill using computer applications is required.-Satisfactory work record, including satisfactory attendance and punctuality, is required.
  • Additional Information : The University of Manitoba is strongly committed to equity and diversity within its community and especially welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, persons of all sexual and gender identities, and others who may contribute to the further diversification of ideas.

    All qualified candidates are encouraged to apply; however, Canadian citizens and permanent residents will be given priority.

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