Financial Administrative Assistant

Initial need is for 3 half days likely Tues, Wed, Thurs but can be flexible given the availability of workspace. Daily work encompasses but is not limited to the following.

Sorting/separating daily inbound mail put in mail slot or dropped off at office:

Paper Invoices/statements

Contribution gifts/other income

Requests for Payments

Managing emails:

Printing invoices/statements sent by email for processing

Vendor Notifications with website links to print out invoices/statements for processing

Emails forwarded by Financial Clerk

Acting on alerts and important notices received

Website:

Visiting websites to obtain invoices/statements

Maintaining accurate and current signons and passwords for invoice retrieval and payments

Stamping/preparing/processing:

Invoices

Statements

Direct Payments

Requests for Payment

Coordinating/scheduling:

dual signatures for checks

signatures for Acknowledgement Letters

approvals for Direct Payments, journal entries, corrections

Church Management System (Realm):

Setting up and scheduling invoices for payment

Activating/maintaining Recurring Payments

Recording Direct Payments

Assist with Credit Card management for staff:

Visa (paper process)

Center (digital technology)

Correspondences and mailings to send out:

Problems encountered from donations

First time givers thank you notes

Memorial thank you notes

Assist in Quarterly Non-Deductible letters and mailings

Assist in Annual Giving Statement preparation and distribution

Form handling as needed:

W9s requests and distribution, cataloging

W4s & WH4s (payroll)

NP1 requests, distribution, cataloging (tax exempt)

Assist in distribution of spreadsheets, reports, materials

Filing:

Vendor invoices/statements (monthly/annually)

Employee benefits (monthly/annually)

Scheduled/unscheduled Trips to Post Office, local bank, local office supply as necessary.