The Development Funds Assistant (DFA) will log monies received, prepare daily tax receipts, file/scan gift documentation, and enter/update data into the alumni and donor database (Raiser's Edge NXT). The DFA will also oversee the hiring, training, and responsibilities of Gift Administration student workers and the conversion of physical to digital file storage in accordance with record retention policies.
Essential Duties:
Log daily donations received by the University. Ensure gift batch documentation is scanned into the electronic filing system (PaperSave), including all gift documents, batch reports, and deposit documentation.
Generate, prepare, and review tax receipts for daily gifts. After final review by the Assistant Director of Gift Administration, ensure receipts are stuffed and prepped for mailing.
Work with colleagues to maintain the integrity of the data in the alumni and donor database (Raiser's Edge NXT) by utilizing various queries and reports to review data quality.
Locate and update missing alumni and/or donor information in the University database or other available department research tools, such as Lexis Nexis and LinkedIn Sales Navigator.
Manipulate and format datasets in Excel to prepare data for gift imports.
Generate Cash Flow and Matching Gift reports in Raiser's Edge NXT and format in Excel as needed. Assist with creating, updating, organizing, and distributing Gift Administration documents, ensuring they meet accessibility standards. Assist the Assistant Director of Gift Administration in conducting research on donors or specific gift acceptance policies. Assist in gathering materials for audits or reports.
Responsible for the hiring, developing, and monitoring the progress of Gift Administration student employees, in accordance with current On-Campus Student Employment procedures.
Train student employees on alumni and donor database (Raiser's Edge NXT) usage pertaining to their work and on the electronic filing system (PaperSave). Coordinate and maintain front desk and other student employee procedures. Manage student employee progress in data entry and record updates, scanning filing and reconciling of gift records, or on scanning project progress.
Oversee ongoing scanning project, specifically the process of converting physical gift documentation into scanned electronic filing in the electronic filing system (PaperSave).
Train and assist student worker assigned to scanning with project completion and troubleshoot issues as needed.
Track and manage project progress. Perform final audit of scanned documents. Prepare physical files for secure record disposition via shredding with Asset Management.
Work with the Development and Alumni Relations record retention contact to schedule record pickup with Distribution Services.
Performs other duties as assigned.
Required Qualifications:
Bachelor's degree, OR one year of upper-level secretarial experience, OR high school diploma and five (5) years of increasingly responsible administrative, secretarial, and clerical, or the equivalent, experience.
Knowledge of a personal computer and standard office machines.
Proficiency in word processing and spreadsheet programs or software, spelling, business math, and grammar.
Must be detailed-oriented, highly organized, and accurate in maintaining records.
Preferred Qualifications:
Experience or education in nonprofit/higher education fields preferred.
Experience working in a professional/educational office setting.
Knowledge of department and University procedures.
Experience using Raiser's Edge or similar fundraising CRM software.
Intermediate or Advanced knowledge of Microsoft 365 applications, particularly in Word and Excel.
Some supervisory or leadership experience.
Special Instructions:
Applicants must include in their online resume the following information: 1) Employment history: name of company, period employed (from month/year to month/year), job title, summary of job duties and 2) Education: school name, degree type, and major.
EEO Statement:
It is the policy of The University of Texas at Arlington (UTA or The University) to provide an educational and working environment that provides equal opportunity to all members of the University community. In accordance with federal and state law, the University prohibits unlawful discrimination, including harassment, on the basis of race, color, national origin, religion, age, sex, sexual orientation, pregnancy, disability, genetic information, and/or veteran status. The University also prohibits discrimination on the basis of gender identity, and gender expression. Retaliation against persons who oppose a discriminatory practice, file a charge of discrimination, or testify for, assist in, or participate in an investigative proceeding relating to discrimination is prohibited. Constitutionally-protected expression will not be considered discrimination or harassment under this policy. It is the responsibility of all departments, employees, and students to ensure the University's compliance with this policy.
With annual research expenditures in excess of $100M, the University of Texas at Arlington is a Carnegie Research-1 “highest research activity” institution committed to life-enhancing discovery, innovative instruction, and caring community engagement. A leading institution in the heart of the thriving North Texas region, UTA nurtures minds within an environment that values excellence, ingenuity, and diversity. With a total global enrollment of over 59,000 in AY 2018-19, UTA is one of the largest institutions in the University of Texas System. Guided by its Strategic Plan Bold Solutions | Global Impact, UTA fosters interdisciplinary research and teaching to enable the sustainable megacity of the future within four broad themes: health and the human condition, sustainable urban communities, global environmental impact, and data-driven discovery. UTA was cited by U.S. News & World Report as having the second lowest average student debt among U.S. universities in 2018. U.S. News & World Report also ranks UTA fourth in the nation for undergraduate diversity. The University is a Hispanic-Serving Institution and is ranked as the top four-year college in Texas for veterans on Military Times’ 2018 Best for Vets list.