- Maintain and update data across CRM and financial systems, supporting data imports/exports, preparing reports, and ensuring accuracy and consistency of organizational records
- Collect and organize receipts, follow up on missing documentation, assist with data entry, and prepare and compile materials for financial reviews and audits
- Maintain donor records, process gifts, prepare acknowledgment letters, organize donation and grant documentation, support development-related events, and follow up with donors as needed
- Prepare materials for the Executive Director, coordinate meetings, organize information, track expenses, and follow up on outstanding items
- Maintain employee records, track key dates, and support onboarding and offboarding logistics
- Monitor shared inboxes, route or respond to inquiries, and maintain accurate contact lists, calendars, and internal reference documents
- Manage calendars, coordinate meetings, arrange travel, and support logistics for staff meetings, events, and organizational gatherings
- Coordinate Board meetings, prepare and distribute materials, record and circulate minutes, and track follow-ups and required inputs
- Organize and maintain shared files and document systems (e.g., SharePoint), including file naming, version control, and document storage
SharePointMicrosoft ExcelMicrosoft Office+1 more