Position Summary:

If you are eager to join a professional and collaborative team that helps to make a difference in the lives of individuals, families and the Jewish Community, then this might be the perfect position for you.

The Development Assistant will be responsible for providing project support to the Community Trust Officer, Manager of Estate Administration and Associate Accounting Manager. This individual will have a crucial role in the PG&E team by assisting in the processing of all gifts. The responsibilities include but are not limited to maintaining tracking systems, scheduling, communication and follow-up, generating reports, taking on various departmental projects, and helping at UJA events as needed.

This position requires a high level of attention to detail and strong interpersonal skills. A strong candidate will be an organized self-starter who can prioritize and execute multiple responsibilities. Additionally, the ideal candidate must be an adept multitasker who takes ownership and ensures complete follow-up and accuracy.

Major Responsibilities:

• Processing, recording, and reviewing all transactions related to the Community Trust and Estates areas of Planned Giving.
• Accurately and efficiently track estates and manage correspondence related to estate donor acknowledgement and recognition.
• Collaborate with the accounting department in processing and depositing gifts.
• Review documents including Wills and Trusts for gift allocation.
• Prepare annual reports, acknowledgments, trust spending confirmations, and other correspondence to sponsors and beneficiaries of the Community Trust.
• Communicate with Community Trust service provider agency, families, and beneficiaries.
• Research donor information.
• Read, analyze, and interpret general business correspondence.
• Provide support at meetings, programs and events.
• Maintain digital and hard copy files.
• Assist team with ongoing projects.

Qualifications and Competencies:

• Bachelor’s degree required.
• Excellent computer skills including knowledge of all Microsoft office applications (Word, Excel, PowerPoint and Teams).
• Strong organizational and interpersonal skills.
• Excellent writing and editing skills.
• Ability to develop good rapport and communicate effectively with a wide range of internal and external professionals.
• Willingness to learn new databases and software.
• Ability to prioritize projects, multitask, and take on additional tasks.
• Positive work ethic and ability to work as part of a team.

Salary Information:

The salary range for this position is $45,000- $48,000 commensurate with experience and qualifications.