Overview
Administrative Support for Financial Services Jobs in Surprise, AZ at Fischer Design Group, LLC
Overview
CJE SeniorLife Supportive Services create a caring environment dedicated to helping older adults stay independent and connected. Whether it’s securing legal or financial assistance, making connections with new friends, or getting support through challenging times, we match older adults with the right program to address their immediate and long-term needs. Services we provide include benefits services, care management, caregiver resources, counseling services, food services, Holocaust Community services, and legal services. We are part of the Jewish Federation of Metropolitan Chicago.
CJE SeniorLife is seeking an organized and detail-oriented Data Entry and Board Logistics Specialist. In this role, you will be responsible for maintaining and updating databases, ensuring accurate data entry, and generating reports as needed. Additionally, you will assist in the planning and execution of events for the Board of Directors, including coordinating schedules, maintenance of RSVP lists, preparing materials, and liaising with vendors and participants.
The ideal candidate will possess strong administrative skills, excellent communication and problem-solving abilities; and a proactive approach to managing multiple tasks efficiently.
This position offers excellent opportunities for career advancement and professional development. At CJE SeniorLife, we recognize and reward strong performance by providing training, mentorship, and continuous learning opportunities to support your growth within the organization.
Compensation: $55,000
Shift
Monday to Friday, 8:30 am to 5:00 pm.
This position is a 100% on site.
Essential Duties and Responsibilities
Development (75%)
Ensure data quality and accuracy for all agency constituents, including individuals, corporations, and foundations, by processing payments and acknowledgments in a timely manner to support donor recognition and stewardship.
Assist the Director of Development and Senior Program Analyst with annual gala tasks, including Ad Book sales, event planning, guest tracking across platforms, and attending committee meetings as needed.
Coordinate smaller donor events (e.g., Coast-to-Coast, Donor Recognition), managing guest outreach, reporting, research, and team collaboration.
Perform monthly thank-you calls to donors
Research and work with Team to implement crowdfunding, peer-to-peer fundraising, and other innovative fundraising tactics.
Board Engagement (25%):
Coordinate and collaborate with the Manager of Board Engagement on meeting logistics, including:
Event Logistics
Prepare and distribute event materials, such as agendas, invitations, presentations, and other assorted collateral
Provide general administrative support, including scheduling meetings, handling correspondence, and ownership of all RSVP lists
Ensure all event details are finalized and executed according to plan efficiently and effectively, including:
Reservation and set up of meeting rooms
Ordering of all service items, maintaining a consistently updated and accurate inventory list
Order, coordinate, and receive delivery of vendor items and catering
Own and sustain updated Agency-wide Committee Calendar
Long-Term
Develop a standardized naming structure and organize documents in SharePoint
Other Duties
Assist with department-related administrative tasks, including payroll, credit card reconciliation, and expense reporting.
Other tasks as assigned.
Requirements
Bachelor’s degree or 3-5 years related experience in database management, fundraising, and event logistics.
Ability to ensure accuracy in documentation, data entry, and communications with strong attention to detail
Proactively identifies and resolves challenges using effective problem-solving skills.
Builds positive relationships and rapport with colleagues, board members, donors, and stakeholders through strong interpersonal skills.
Demonstrates confidence in skills and abilities.
Manages time effectively to meet deadlines without compromising quality.
Proficiency in Microsoft Office Suite required.
Experience with Raiser’s Edge or similar donor management software preferred.
Be comfortable learning and using new technology.
Full-Time Benefits:
Medical Insurance
Dental Insurance
Vision Insurance
Employee Life Insurance
Spousal & Dependent Life Insurance
Long Term & Short Term Disability Insurance
401(k) Retirement Plan
Tuition Reimbursement for Nurses, Nurse Assistants, and CNAs
Employee Purchase Discounts
Employee Discounts on General Merchandise and Enjoyment
Employee Assistance Program
Health Club Discounts
Lunch and Learn Programs
CJE SeniorLife is an equal opportunity employer.
#CJESL11
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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Title: Administrative Support for Financial Services
Company: Fischer Design Group, LLC
Location: Surprise, AZ
