Data and Front Office Assistant

Posted 2 months ago

Job Title: Data and Front Office Assistant

Reports to: Office Systems Manager

Employment Status: Non-Exempt
Salary Range: $30,000-$35,000

Position Summary: The Data and Front office Assistant will work closely with the Office Systems Manager.  This team member will be skilled in customer service, data management initiatives and administrative functions.

Duties and Responsibilities:

  • Greet and assist clients with paperwork.
  • Assist with preparation and filing of confidential material.
  • Scheduling and communication with clients.
  • Process mail, register on deposit logs, enter donations in CRM.
  • Assist finance department in running monthly, quarterly, and yearly reports.
  • Create, develop, and implement data processing in collaboration with the Office Systems manager.
  • Retrieve files and work in the data platform each day.
  • Use data equipment to record assigned data.
  • Additional duties with the Finance department as needed.
  • Work with the marketing and events department to maintain database, enter donations received, create and process timely correspondence with donors.
  • Additional duties with marketing and events department as needed.
  • Other administrative duties as assigned.

Qualifications/preferred skills:

  • Must be an excellent team player and problem-solver who can balance multiple tasks and responsibilities.
  • Must have excellent interpersonal and communication skills.
  • 2+ years of customer service experience
  • Data entry experience.
  • High School diploma/equivalent required.
  • Advanced proficiency in MS Office suite
  • Microsoft forms, Excel, Sharepoint, power automate knowledge preferred.
  • Understanding of HIPPAA and privacy regulations
  • Experience working with WordPress a plus.
  • Self-directed leader who works independently and on a team.
  • Positive, proactive, and collaborative mindset.

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General Information

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