Processing Specialist Administrative Assistant

Professional Accomplishments

Increased Annual Fund Giving by 20%

Lead staff in matriculation of Raiser’s Edge NXT update including system set-up, user set, and training of new staff.

Implemented plan for data cleansing for 30,000+ data records

Instituted professional presentation and productive office systems for newly found non-profit organization

Developed resource database for staff

2018 - 2020

LifeWorks Austin, Austin, TX

Executive Assistant/Development Assistant

Supported dual functions including executive support to the CEO and donor database assistance to the Development Department. Provided confidential and administrative support to Chief Executive Officer (CEO) and served as the primary administrative liaison between CEO and the Board of Directors, Board committees and general public.

Managed NEON CRM database to maintain updated profile information; entered & tracked pledges & gifts, and online giving; generated reports for department requirements for various purposes including tracking donor activity and identifying prospects; customized reports for dashboard needs for Chief Executive Officer, Development Director, Managers, and Finance Team.

2003–2018

Huston-Tillotson University, Austin, TX

Information and Gift Processing Specialist – 2015-2018

Managed database consisting of over 10,000 constituents; responsible for all aspects of gift processing and stewardship of donors; created crystal reports for donors and administration; analyzed donor giving trends for fundraising efforts particulary Annual Fund solicitation increasing giving by 20%; assisted with event planning for alumni and university events; tracked all event participation and generated reports reflection donor gifts; prepared new content and language for gift processing; spearheaded implementation of Raisers Edge database update; set-up infrastructure of database back-ups.

Prospect Research Manager/Executive Assistant – 2006 - 2015

Responsible for researching and identifying prospects for major gifts. Maintained the Blackbaud Major Prospects Module of major gift donors and prospects; provided financial reports, and research data to the Vice President for Institutional Advancement (VPIA). Prepared extensive research profiles, data collecting, evaluation and analysis of data. Developed new research strategies and techniques as new software and information resources became available. Executive Assistant to the Vice President of Institutional Advancement. Duties included assisting in implementing policies and procedures set by the institution to produce a well-functioning office, serving as a liaison between VPIA other departments in day to dadministrative and operational matters, generating of department requisitions, assisting VPIA with writing and formatting of IA departmental and financial reports and management of Institutional Advancement budget as well as the recording of minutes for executive board meetings. Responsible for the overall student workstudy process, including interviewing, hiring, supervising, and delegating the appropriate work study students to the right task and IA staff to ensure that functions and assigned projects are carried out. Processes reports such as performance analysises, payroll time sheets, sick and annual leave, purchasing and employment documents, equipment inventories, and supply requisitions. Schedules and coordinates meetings, events, interviews, appointments, and other similar activities for board committees.

Administrative Assistant – 2003-2006

Responsible for the overall office management of various departments. Assisted the Coordinator in implementing policies and procedures set by the institution to produce a well-functioning office. Served as a liaison with other departments in day to day administrative and operational matters. Composed, prepared, and ensured timely responses to written inquiries. Operated personal computer to compose and edit correspondence from supervisor’s instructions and College policies. Prepares, transcribed, composed, edited and distributed agenda and/or minutes of meetings. Established and maintained files, databases, records, and reports for the processing of reports for the department. Processed reports such as performance analysises, payroll time sheets, sick and annual leave, purchasing and employment documents, equipment inventories, and supply requisitions. Scheduled and coordinated meetings, events, interviews, appointments, and other similar activities for the Coordinator. Led and trained student employees, as required. Used initiative and judgement during the Coordinator’s absence in matters requiring attention. Performed miscellaneous job-related duties as assigned.

1999–2002

Casey Family Programs, Austin, TX

Southern Regional Office, Regional Administrative Assistant

Provided overall support for general operation of regional office. Scheduled and coordinated meetings and events for the office providing requested needs and travel and hotel arrangements. Implemented and maintained standard operation procedures for the office. Developed and maintained positive working relationships with vendor contacts, specifically regarding purchasing of office furniture and equipment. Created and preserved resource database. Processed incoming and outgoing mail for regional office. Performed general clerical duties for office staff. Acted as receptionist for incoming calls and greeted visitors in professional manner.

1998–1999

Capital IDEA, Inc., Austin, TX

Office Administrator

Responsible for the professional organization and presentation of the company. Set-up, implemented and maintained organizational protocol and systems, including telephone, mail and electronic communications; designed, formatted and maintained all organization documents. Managed and directed team of nine in office procedures and upgrades. Documented standard operating and quality control procedures. Procured all office materials, equipment, and services. Organized specifications for prospective vendors, executed appropriate procurement procedures and monitored performance of vendors. Executed administrative responsibilities associated with regular, annual and special meetings of the Board of Directors, including coordinating and scheduling meetings. Maintained high professional standards.

education

2004-2005 Huston-Tillotson University, Austin, TX

1982–1984 Austin College, Sherman, TX

1975-1976 East Texas State University, Commerce, TX

certifications

Blackbaud – Raiser’s Edge Database Management

Raiser’s Edge Fundamentals-Constituents

Raiser’s Edge Fundamentals-Gifts

Raiser’s Edge Fundamentals-Query

Raiser’s Edge Fundamentals-Maintaining Accurate Constituent Records

SkillPath: The Administrative Assistants Conference

organizations/memberships – (past and present)

Huston-Tillotson University:

Council for Advancement and Support of Education (CASE)

American Prospect Research Association (APRA)

Association of Fundraising Professionals (AFP)

Alpha Kappa Alpha Sorority, Inc. (AKA)

committees

Huston-Tillotson University:

Conduct and Council Committee – 2007/2008; 2008/2009

Convocations and Assemblies Committee - 2009/2010

Library Learning and Resources Committee – 2009/2010

Campus Advisor – Alpha Kappa Alpha Sorority, Inc., Beta Kappa – 2010 - Current

*References upon request

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