What are the responsibilities and job description for the Gift Processing Specialist position at William & Mary?
Position Information
Position Number
00813W
Position Title
Gift Processing Specialist
Employment Category
Full Time Operational
Location
William & Mary
Department
610000 University Advancement
Unit Mission Statement
University Advancement creates the conditions for opportunity – human, financial and experiential – by garnering and stewarding the resources that advance William & Mary.
The William & Mary Foundation was created for the purpose of advancing and furthering the aims and purposes of the university of William & Mary (the “University” or “William & Mary”) by the development and application of financial and other resources to the progress of the University and is organized and operated exclusively for charitable, scientific, and educational purposes, within the meaning of section 501©(3) of the Internal Revenue Code, including receiving, managing, investing, and administering private gifts and property and making expenditures to or for the benefit of the University.
Consistent with the university’s shared services agreement with the William & Mary Foundation (WMF), this position is assigned 25% effort to support Foundation Services LLC, a subsidiary of the WMF, with the responsibilities outlined below.
The William & Mary Foundation was created for the purpose of advancing and furthering the aims and purposes of the university of William & Mary (the “University” or “William & Mary”) by the development and application of financial and other resources to the progress of the University and is organized and operated exclusively for charitable, scientific, and educational purposes, within the meaning of section 501©(3) of the Internal Revenue Code, including receiving, managing, investing, and administering private gifts and property and making expenditures to or for the benefit of the University.
Consistent with the university’s shared services agreement with the William & Mary Foundation (WMF), this position is assigned 25% effort to support Foundation Services LLC, a subsidiary of the WMF, with the responsibilities outlined below.
Position Summary
The Gift Processing Specialist is an integral member of the Office of Gift & Records Administration in the Office of University Advancement at William & Mary. The Gift Processing Specialist reports to the Associate Director of Gift Processing & Data Integrity and works collaboratively as a member of a team of Gift Processing Specialists.
The Gift Processing Specialist is responsible for data entry and customer service, both internally and externally. The data entry includes entering information about individual gifts, pledges, and pledge payments into a centralized database of gifts. Customer service includes speaking with donors to resolve their inquiries and concerns about their gifts, pledges, or pledge payments. The Gift Processing Specialist follows appropriate standards and policies and works with speed and a high degree of accuracy to fulfill the team’s goal to ensure that all gifts, pledges and pledge payments are processed accurately and efficiently. The Gift Processing Specialist will also collaborate with various units in the Office of University Advancement on gift solicitations and items requiring special attention.
The successful Gift Processing Specialist will help foster a culture of belonging and trust that embraces all people and perspectives. This is a hybrid position based in Williamsburg, VA, that offers a flexible work environment.
The Gift Processing Specialist is responsible for data entry and customer service, both internally and externally. The data entry includes entering information about individual gifts, pledges, and pledge payments into a centralized database of gifts. Customer service includes speaking with donors to resolve their inquiries and concerns about their gifts, pledges, or pledge payments. The Gift Processing Specialist follows appropriate standards and policies and works with speed and a high degree of accuracy to fulfill the team’s goal to ensure that all gifts, pledges and pledge payments are processed accurately and efficiently. The Gift Processing Specialist will also collaborate with various units in the Office of University Advancement on gift solicitations and items requiring special attention.
The successful Gift Processing Specialist will help foster a culture of belonging and trust that embraces all people and perspectives. This is a hybrid position based in Williamsburg, VA, that offers a flexible work environment.
Please review the full position description with all job duties under the “Featured Job Opportunities” on the University Advancement website. https://advancement.wm.edu/come-work-with-us/open-positions/index.php
Conditions of Employment
- This is a non-exempt position, eligible to receive overtime in accordance with the Fair Labor Standards Act.
- This position is subject to overtime during high peak times (e.g., during the end of the calendar and end of the fiscal year).
- This position may also be required to work beyond the typical workday/week and work during holiday breaks to meet the needs of the business.
Essential Designation
No
FLSA
Non-Exempt
Position Restricted?
No, this is a continuing E&G funded position and not term-limited
Position Term
12 month - Continuing
Position Months
Faculty or Staff: 12 month
Required Qualifications
- High school diploma or equivalent.
- Commitment to diversity, equity, and inclusiveness, including, but not limited to, collaboration, staffing, and programming.
- Familiarity with and understanding of the purpose of fundraising in higher education or a nonprofit setting.
- Bookkeeping experience, using automated bookkeeping software and/or system (typically 1-2 years).
- Demonstrated ability and desire to learn, retain and apply complex, detailed processes and procedures.
- Proficiency working with a variety of software applications (MS Office).
- Strong mathematical and computational skills and the ability to audit or proofs one’s own work to ensure accurate calculations.
- Strong analytical and problem-solving skills with the ability to analyze large sets of data, and reports.
- Ability to work independently, exercise discretion, diplomacy and use good judgment in performing all responsibilities.
- Commitment to meet expectations of efficiencies, timeliness and accuracy.
- Strong oral and written communication skills with a strong customer service orientation, and the ability to articulately respond to donor calls and inquiries.
- Strong organizational skills with the ability to thrive in a fast-paced, cyclical environment while managing multiple priorities within strict deadlines.
Preferred Qualifications
- Bachelor’s degree in business, accounting, finance, or related field.
- Demonstrated experience working in a bookkeeping or data entry function in a fast-paced and busy office (typically 2-4 years).
- Experience with a relational database (typically 2 years).
Is the position remote work eligible?
Not eligible
Remote Work Disclaimer
Remote work eligibility is not guaranteed and is subject to approval. Employee eligibility depends on the likelihood of the employee succeeding in a remote work arrangement and the supervisor’s ability to manage remote workers. Departments and/or Human Resources may amend, alter, change, delete, or modify eligibility.
Advertised Pay Range
Up to $46,000, commensurate with experience
Advertised Pay Range Statement
All hiring rates are commensurate with relevant experience up to the advertised amount considering internal alignment.
University Salary Range
U05
Benefits Summary Statement
William & Mary offers our employees a full array of benefits including retirement, health insurance with options for expanded dental and vision along with group and optional life insurance with coverage for spouse and children, flexible spending accounts, and an EAP (Employee Assistance Program).
Our employees enjoy additional university benefits such as educational assistance, professional development, wellness benefits, and a robust holiday schedule. All employees have access to fitness facilities on campus. Staff members also have access to the university libraries, and much more. To learn more, go to: https://www.wm.edu/offices/uhr/benefits/index.php?type=none
Our employees enjoy additional university benefits such as educational assistance, professional development, wellness benefits, and a robust holiday schedule. All employees have access to fitness facilities on campus. Staff members also have access to the university libraries, and much more. To learn more, go to: https://www.wm.edu/offices/uhr/benefits/index.php?type=none
Job Open Date
02/28/2025
Review Begin Date
03/10/2024
Job Close Date
Open Until Filled
Yes
Special Application Instructions
Background Check Statement
William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.
EEO Statement
William & Mary values diversity and invites applications from underrepresented groups who will enrich the research, teaching and service missions of the university. The university is an Equal Opportunity/Affirmative Action employer and encourages applications from women, minorities, protected veterans, and individuals with disabilities.
Salary : $46,000
