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Advancement Services Associate
Job Number: 2021-39084
Category: Advancement
Location: Shrewsbury, MA
Shift: Day
Exempt/Non-Exempt: Non Exempt
Business Unit: UMass Chan Medical School
Department: School - Adv-Advancement Services - W400141
Job Type: Full-Time
Union Code: Union Position-W28-SHARE
Num. Openings: 1
Post Date: Dec. 2, 2021

POSITION SUMMARY: 

Reporting to the Manager of Gift Processing and Data Analysis, the Advancement Services Associate will contribute directly to the development of the relationship with the donor by ensuring prompt and accurate processing of gifts and gift receipts.  The incumbent is tasked with managing sensitive fiscal, biographical, and demographic data for all constituents and prospects and maintaining this information through gift entry, research, data entry, and data reporting.  As a member of the Advancement team, the Associate will work independently to manage the workload according to priority and make a positive contribution to the team.

ESSENTIAL FUNCTIONS:

  • Process donations and pledges to UMMS according to Advancement department policies and procedures with 100% accuracy. Verify all pertinent information in the gift documentation, researching missing information and making necessary record changes in the database
  • Provide donor information to appropriate Advancement staff
  • Process complex transactions such as stock transactions, security transfers, matching gift transactions, in-kind gifts, and payroll deductions
  • Process daily credit card transactions
  • Check for online transactions made through multiple online giving sources, processing gift entry and/or bulk uploads into the Advancement database
  • Process gift modifications and updates
  • Process bio change requests
  • Prepare pledge reminder letters, statements and apply appropriate mail codes.
  • Prepare calendar year end letters for online and payroll deduction pledges
  • Stay abreast of updates to Advancement database and perform testing to ensure data integrity after upgrades
  • Work with UMMS Bursar to resolve any discrepancies on cash deposits
  • Communicate with matching gift coordinators at matching gift companies as needed
  • Answer gift processing landline fielding inquiries and providing donors and staff positive customer service experience
  • Maintain donor confidentiality
  • Assist at Office of Advancement events as required
  • Perform other duties as required.

REQUIRED QUALIFICATIONS:

  • Bachelor’s degree or equivalent experience in related field
  • 2 years of data entry experience in office environment
  • Extremely computer literate – Microsoft Office, Outlook, Excel, and Word
  • Strong customer service-oriented approach
  • Excellent organizational and time management skills
  • Ability to manage multiple, fluctuating priorities from various sources enhanced by problem solving capabilities
  • Demonstrated strategic thinking and initiative – self-starter and self-directed
  • Strong verbal and written communication skills
  • Ability to establish and maintain strong working relationships with staff, volunteers and donors
  • Ability to analyze, interpret, and manage data
  • Absolute accuracy and attention to detail
  • Ability to work nights and weekends as necessary

#LI-BG1

Posting Disclaimer:
This job posting outlines the primary responsibilities and qualifications for the role but is not intended to be an exhaustive list. Duties and expectations may evolve in response to the needs of the department and the broader institution.

In alignment with our commitment to pay transparency, the base salary range for this position is listed above (exclusive of benefits and retirement). At UMass Chan Medical School, final base salary offers are determined based on a combination of factors, including your skills, education, and relevant experience. We also consider internal equity to ensure fair and consistent compensation across our teams.

Please note that the range provided reflects the full base salary range for this position. Offers are typically made within the midrange to allow for future growth and development within the role.

In addition to base pay, UMass Chan offers a comprehensive Total Rewards package, which includes paid time off, medical, dental, and vision coverage, and participation in a 401(a)-retirement plan, with the option to contribute to a voluntary 403(b) plan.

UMass Chan welcomes all qualified applicants and complies with all state and federal anti-discrimination laws.

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