Development Associate, Advancement Services Job at UT Southwestern

UT Southwestern Dallas, TX 75390

Why UT Southwestern?

With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. At UT Southwestern, we invest in you with opportunities for career growth and development that align with your future goals and help to provide security for you and your family. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more that are all available on the day you start work. UT Southwestern is honored to be a Veteran Friendly work environment that is home to approximately 800 veterans. We value your integrity, dedication, and the commitment you’ve made to our country. We’re proud to support your next mission. Ranked by Forbes as one of the Top 10 National Employers, we invite you to be a part of the UT Southwestern team where you’ll discover teamwork, professionalism, and consistent opportunities for growth.

Job Summary

UT Southwestern Medical Center is hiring for Development Associate, Gift Administration The Development Associate will be a part of the Gift Administration team and responsible for all aspects of gift processing to ensure accurate and timely recording of donor gifts in UT Sourthwestern's constituent relationship management (CRM) system, ongoing maintenance of constituent data and issuing appropriate receipts and acknowledgement letters for gifts received., The position works as part of a team liaising closely with fundraisers, operations and accounting teams. This position plays a key role in maintaining CRM system integrity and maintaining donor communication and satisfaction through timely execution of duties and acute attention to detail.

Experience and Education

High school diploma or equivalent and three years of administrative or development experience.

May consider a degree in lieu experience.

Experience working for an academic medical center or health-related organization, familiarity with grant processes, and writing experience helpful.

Job Duties

Core Responsibilities

Assist donors and other constituents with questions regarding giving, memberships, and events (process RSVPs)

Provide support for special and ad-hoc projects related to work and operations of assigned programmatic unit(s).

Perform various clerical duties for Advancement Services including: recordkeeping, answering phone calls, messaging, welcoming and directing visitors, document copying, etc..

Additional duties and responsibilities will vary depending on the assigned specialty business unit. Special Operations

Provide necessary administrative support for assigned programmatic units in the Office of Development and Alumni Relations.

Work closely with Director(s) and Development Coordinator to coordinate planning and implementation of direct mail and electronic solicitations and other donor communications.

Schedule internal and external (general business and donor) meetings on behalf of assigned programmatic units and maintain measurable data on donor contacts (actions) and follow-up in the CRM.

Coordinate logistics of donor visits and events as requested, providing support for planning and successful execution.

Prepare information for processing expense reports, requisitions, and other financial transactions in support of programmatic units.

Assist, as requested, in preparing annual cost center/program budgets, regularly monitor program budgets and expenses, and attend monthly financial profile meetings. Gift Administration

Support gift administration efforts by quickly and accurately managing assigned process cycle for all gifts, including performing data entry for all gifts and pledges by processing daily gift batches into the University constituent database (The Raiser's Edge). Manage and maintain constituent records in The Raiser's Edge, updating organization and individual records as necessary. Prepare general acknowledgement letters including appropriate tax substantiations for gifts received adhering to University policies and standards for timely receipting and/or acknowledgement.

Prepare, produce, and distribute basic and advanced gift reports as requested and assist in producing other data files and queries as requested by the Office of Development.

Perform basic and advanced queries in the constituent relationship management system/fundraising database (The Raiser's Edge) to create mailing lists, reports, exports, and other data sets for donor communications, events, appeals, campaigns, etc Other

Works with the Director of Gift Administration and Accounting Manager to establish new Charts of Accounts and transfer funds from existing accounts.

Builds reports and communicates information on how to access funds and the purpose and intent of how funds are to be used with Principal Investigators and Department Finance.

Knowledge, Skills & Abilities

Work requires proven knowledge of fundraising principles, concepts, and terminology.

Work requires proven understanding of the importance of carefully handling the details of donor giving within the larger context of donor relations and stewardship.

Work requires proficiency with Microsoft Office applications, including Excel, Outlook, and Word.

Work requires excellent customer service, organization, and time management skills with ability to prioritize workload for timely completion of important tasks.

Work requires the ability to maintain strict confidentiality of information.

Work requires ability to maintain focus, accuracy, speed, and high attention to detail in performing duties and seek out best practices in all aspects of operations.

Work requires using critical thinking and logic to make decisions within the scope of assigned responsibilities.

Work requires ability to establish and maintain friendly, cooperative, and effective working relationships.

Work requires the ability to interact with donors and constituents in a professional, courteous manner.

Work requires proven organizational skills with strong ability to set priorities, manage multiple tasks and perform under rigorous and shifting time constraints.

Preferred familiarity with general accounting practices as related to gift administration.

Work requires the ability to maintain focus, accuracy, speed, and high attention to detail in performing duties and seek out best practices in all aspects of operations.

Work requires the ability to use critical thinking and logic to make decisions within the scope of assigned responsibilities.

Work requires the ability to establish and maintain friendly, cooperative, and effective working relationships

Preferred knowledge of document imaging systems and solutions.

Preferred familiarity with general accounting practices as related to gift administration.

Working Conditions

Work is performed primarily in office area.

To learn more about the benefits UT Southwestern offers, visit https://www.utsouthwestern.edu/employees/hr-resources/

This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes UT Southwestern to obtain criminal history record information. UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.

To learn more, please visit: why-work-here/diversity-inclusion


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