Secretary performs various clerical and secretarial duties such as filing, typing, copying documents for an individual, office, business unit, department, or other organization group. Screens and transfers calls, arranges meetings, and compiles basic information for routine reports or other materials. Being a Secretary may distribute mail, handle travel accommodations and maintain office supplies. Has basic word processing, spreadsheet, and graphics software skills. Additionally, Secretary requires a high school diploma or its equivalent. Typically reports to a supervisor or manager. The Secretary possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
The Foundation raises and manages charitable gifts for the benefit of Reid Health. The Foundation Secretary provides support for the Foundation with emphasis on maintaining the integrity of the Foundation’s CRM (Raiser’s Edge), processing gifts, supports the relationship between the Foundation President and the Foundation Board and committees, assisting with Foundation operations by ensuring policies are routinely updated and reports/paperwork timely filed, and supporting the donor stewardship program. The Foundation secretary also serves as the primary greeter to the department.
Our values of Excellence, Empathy, Integrity and Accountability are essential to exceed our customers’ expectations. At Reid, we look for individuals who believe in our core values and demonstrate a genuine desire to make a positive impact to those we serve. We take pride in employing people who show up every day with a commitment to these values along with our mission and vision. We are one team working toward a common goal of providing outstanding customer care and service to our communities. If you have a calling to serve and are looking for meaningful and purposeful work, Reid Health is the place for you.
To lead our communities to well-being, one person at a time. It is not just what we do – it is who we are.
1. Maintaining CRM (30%) –is responsible for ensuring the Raiser’s Edge database is updated daily with new biographical information including, but not limited to, address changes, deceased constituents, new/termed employees and new donors. In addition, the Secretary maintains/updates constituent codes, relationships, attributes, tributes, event/meeting attendance and other information as constituent relationships evolve.
2. Gift processing (30%) – serves as the primary gift processor for the Foundation. In such, the Secretary enters new gifts, pledges, sponsorships, planned and in-kind gifts, payments and GEMs. The Secretary is responsible for maintaining and filing appropriate supporting documentation and resolving gift receipting issues (incomplete gift data). In addition, the Secretary prepares receipts, thank you letters and other donor correspondence which may include gift acknowledgement and notification/appreciation letters and reminders.
3. Foundation Board/Committee support (15%) – Maintains the Foundation Board and Committee calendar, sends updates and notifications to the Foundation Board, takes minutes at all Foundation Board and Committee meetings, manages Boardvantage electronic board book for all meetings and archives, coordinates meeting room reservations and catering for all Foundation meetings.
4. Foundation operations (10%) – ensures that routine Foundation Office annual checklist of routine tasks are addressed. This includes filing annual paperwork, updating vendor contacts, maintaining and updating policies and procedures, among other items. In addition, the Secretary ensures daily/weekly tasks such as updating the checking account through Quicken software, preparing check requests and purchase orders, processing checks, creating deposits and other office functions are completed in a timely manner and without prompting.
5. Donor Stewardship (10%) – assist the Foundation Development Coordinator in executing a donor stewardship/recognition program for planned gift donor, major donors, loyalty donors and key prospects. This includes primarily includes sending timely cards and recognition items for celebrations, birthdays, bereavement, etc. and ensuring records are accurate.
6. Other duties (5%) – Perform other duties incidental to those described herein and as assigned by the Foundation President and/or Foundation Director.
Education Required: High school diploma or equivalent required.
Education Preferred: Higher degree in relevant field
Experience Required: Minimum of two years not-for-profit or paraprofessional experience or relevant community service or internship.
Experience Preferred: Philanthropic, office management, accounting or customer service experience.
Licensure: none.
Certifications: None.
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EEO Statement: Reid Health is an Equal Opportunity Employer
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