Job Requisition Number: 23455. The Haas School of Business develops innovative leaders - individuals who redefine how we do business. Berkeley-Haas, the second oldest business school in the United States, educates 2,200 students each year in six degree-granting programs, and hundreds more through executive education programs. A team of 300 staff members support these students, faculty and alumni through work in areas that include Admissions, Student Services, Career Management, Administration, and Development.
Berkeley-Haas offers opportunities to champion new ideas, collaborate across boundaries, and learn continually. Our culture is captured by Four Defining Principles (Question the Status Quo, Confidence Without Attitude, Students Always and Beyond Yourself) that distinguish Berkeley-Haas as a place to learn?and a place to work. To learn more about the Haas School visit: http://www.haas.berkeley.edu/haas/about/employment.html
The Gift and Data Assistant is part of the Advancement Services team in the Development and Alumni Relations unit of the Haas School of Business. The assistant performs all duties related to the processing of gift and biographical information to the Haas School of Business. The assistant is responsible for preparing gift documents and forms, and prepares deposits of gift information. This information is then passed to University Relations for entry (by University Relations gift entry team) into the CADS - Alumni Donor database (Also known as Advance). This position will also be responsible for maintenance of biographical information for 38,000 Alumni for the Haas School of Business and 100,000 donors and friends. This includes address, employment and email information, as well as committee, affiliation and event information. The position reports to the Director of Advancement Services.
?Data Maintenance As directed, work from data maintenance plan to perform data enrichment services to donor/alumni records. Services include: Google Groups Refresh, Email appends, lost alumni research, decease verification, cell and home phone research, employment research and address updates. Work from customer queue to perform data research to find lost constituent information ?Verify donor and constituent information with Development and Alumni Relations staff. Perform audits to ensure data accuracy and completeness. Coordinate and process data analysis and entry projects; operate and maintain a computer and database system; maintain database integrity and gift lists; adhere to system operations. Add new constituent records to the database as needed, analyze information and populate all appropriate data fields where information is available.
Gift Processing ?Receive and prepare the delivery of all gifts/pledge materials for University Relations that received directly to the Haas School of Business DAR team or the Haas Centers. Deliver to UDAR for entry into CADS. Prepare Misc Receipts in Campus Deposit System for Regents Credit Card charges.
?Respond to requests for gift/pledge information from staff and donors. Contact Development Officers and fund raisers, departments and donors for more information on gifts as appropriate.
?Communicate any backlog of gift processing immediately to supervisor or team lead.
Acknowledgement and Stewardship Process
Write custom Acknowledgement letters and produce standard acknowledgement letters for Dean?s signature
?Regularly meet with Database Analyst (Advancement Services) to ensure that all gifts are correctly entered and processed into CADS for acknowledgements. Coordinate any corrections to CADS using CADShelp for University Relations to track progress in Google Groups list for (DAR -Advancement Services) to track University Relations response.
Develop a process to create Stewardship Reporting for Chairs, Scholarships, and Fellowship reports.
Participate in supporting donor and alumni events.
Maintain DAR Holiday Card lists
Donor File Management
?Maintain donor files - individual 1000+ and alpha
Set student work schedule and manage student projects. Develop and Participate in Staff Development of Career Plan
-Work on special projects as assigned -Attend classes which will enhance expertise in job areas -Serve on departmental and campus-wide committees as appropriate -Participate in activities that enhance the campus community and/or larger community to further University Service ?Maintain knowledge of unit's business process in order to provide back up to other support staff in the unit.?Proficient knowledge and experience in Microsoft Office applications such as WORD, Excel, Access, and PowerPoint ?Proficient in Visio ?Financial and statistical record-keeping techniques. ?Oral and written communications skills. ?Interpersonal skills using tact, patience and courtesy. ?Organizational skills and detail oriented. ?Ability to analyze data for appropriate posting. ?Learn complex data entry codes and procedures quickly. ?Prioritize data entry projects and review work for accuracy. ?Complete tasks in a timely manner. ?Working on multiple tasks with interruptions in an energetic environment. ?Work well under pressure with periodic heavy workloads. ?Self-starter and self-motivated. ?Working in a team environment. ?Establish and maintain cooperative and effective working relationships with others. ?Research skills using Linkedln, White Pages and/or other internet search tools.
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.