The Wall Street & Financial Services Division (WSD) is an integral part of UJA’s Financial Resources Department (FRD). Our division raises over $60 million towards the Annual Campaign working with professionals across the broader financial services industry. Throughout the year, the team provides opportunities for engagement including industry events, exclusive discussions, briefings, volunteer projects, missions, leadership positions and content-rich experiences.

We seek a proactive, self-motivated, and flexible development assistant to provide essential administrative support and help grow the division. The activities of this division are fast-paced and high energy; therefore, this role requires a forward-thinking team-player who can trouble-shoot.

Major Responsibilities

• Provide support for the Wall Street Division across committee meetings, programs, engagement opportunities, and events – particularly the annual Wall Street Dinner. Some tasks may include working registration, collecting payments, distributing literature, and helping with set up/tear-down
• Use fundraising database to process gifts and payments, manage event registrations, run giving reports/lists, and track/upload attendance at meetings, events, programs, and missions
• Perform research on donors and prospects using various databases and web-based sources
• Address inquiries from donors, lay leaders, and outside vendors. Screen calls and respond to situations as appropriate, corresponding with donors and professionals as independently as possible
• Perform general administrative duties such as processing expense reports, paying invoices, requesting materials, ordering catering and reserving meeting rooms
• Attend trainings on office systems and procedures to stay up-to-date on those systems and procedures, serving as a resource to the team on them as needed
• Act as office manager for the department and ensure the administrative space is organized and maintained
• Various projects as assigned

Competencies and Experience

• Bachelor’s Degree required
• Interest in fundraising, philanthropy, and events
• Proven track record in delivering results
• Technical proficiency with Microsoft Excel, LinkedIn, Zoom
• Excellent communication skills, interpersonal skills, telephone skills; tactful and diplomatic
• Excellent organization skills and an ability to understand systems and procedures
• Strong attention to detail and follow-through
• Ability to multitask in an extremely fast-paced work environment
• Flexibility to work at events and programs when required, which may be outside of normal business hours

Salary Information:

The salary for this role is $50,000.

Reporting Information:

This position reports to the Campaign Manager.