Financial Planning Coordinator Jobs (NOW HIRING)

Reports to:                        Gift Planning Director

Job Status:                        Full Time

Classification:                    Non-Exempt

Overview

The Gift Planning Coordinator is a full-time, non-exempt employee.  He/she works under the direction of the Director of Gift Planning for the timely and accurate completion and proper coordination of all general, routine and special administrative functions of the office in a professional and confidential manner. 

Specific Responsibilities

               Administrative

• Provide administrative support to the Gift Planning staff (i.e. answer phones, typing, filing, general office management, etc.).

• Process inquiries/responses from regional, divisional, territorial and national marketing efforts/campaigns. This includes production of the appropriate gift illustrations, correspondence, and recording of responses and necessary follow-up activity.

• Process outright, deferred and life income planned gifts in approved manner and forward to the territorial special gifts' office. Prepare the necessary documentation and reports to accompany the gifts as required either by the territorial office or the Divisional Gift Planning Director.  In certain cases, usually involving outright gifts, process gifts with the Divisional Finance Dept. corresponding to the geographic origin or stated purpose/intent of the donor.

• Maintain and coordinate accurate gift production records as gifts are recorded, as directed by the Divisional Gift Planning Director.

• Prepare all written correspondence related to Gift Planning, as needed.

• Prepare reports as requested by Gift Planning Director or his/her direct reports for divisional, as well as territorial leadership.

• Maintain all Gift Planning filing and record keeping. Simultaneously assist/advise in the development and maintenance of Standard Operating Procedures for the same.

• Utilize and update SalesForce data for Gift Planning donors, suspects, prospects, and professional advisors. Perform data entry or verification of accuracy of key conversations and notes related to the same in said database. Run or request queries to produce reports involving specific constituencies.

• Assists in special projects or assignments as required by the Gift Planning Director.

Marketing

• Organize and complete mailings to specific donor and prospect audiences as required.

• Assist with the territorial legacy society, The Hope Brigade, and for recognition and stewardship of Gift Planning donors.

• Update monthly Crescendo e-newsletters.

Internal/External Communications

• Communicates with financial institutions/brokers etc., to facilitate gifts from IRAs and/or securities to The Salvation Army and their delivery. May, at times, be called upon to communicate with other Salvation Army staff outside the Gift Planning function to affect these specific gift transfers and follow-up (i.e. receipt letters). 

• Expedites inquiries regarding proper will wording etc. from professional advisors or prospects themselves in a timely manner to the appropriate Gift Planning staffer.

• Coordinates matured, deferred gift processing and reporting with divisional and, if necessary territorial legal offices.

• Coordinate, under the guidance of the Gift Planning Director, all facets of ECPGI in the Division. Coordinate with Territory for continuing education credits for attendees.

• Attend continuing education seminars and training to further his/her basic understanding of Gift Planning concepts and vehicles. This will include, but not be limited to opportunities through the Greater Cincinnati Planned Giving Council and Crescendo Software Gift Planning Software Training to further his/her skills in advanced analyses production.

• Maintain a small caseload of current GP donors for stewardship purposes. Assure their information is up to date and provide additional information when needed.  Often will be required to communicate with recently moved GP donors and if necessary, coordinate changes of address and direct deposit with donors/powers of attorneys, THQ and State Street Bank.

• Minimum requirement of a Bachelor's degree or equivalent combination of relevant education and experience.
• Proficiency in Microsoft Office and facility with database applications. Knowledge of gift planning or constituent management software a plus.
• Excellent organizational skills.
• Must have excellent interpersonal skills with an ability to deal with sensitive situations and confidential information.
• Self-motivation and initiative a must.
• Well-developed oral and written communication skills.
• Ability and willingness to acquire Gift Planning knowledge.
• Must be able to work both autonomously and as part of a team.

All qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, disability or protected veteran status.

The Salvation Army's Mission StatementThe Salvation Army, an international movement, is an evangelical part of the universal Christian church.Its message is based on the Bible. Its ministry is motivated by the love of God.Its mission is to preach the gospel of Jesus Christand to meet human needs in His name without discrimination.