Development Assistant (Finance)
Planned Parenthood of Orange and San Bernardino Counties has a full-time opportunity for a Development Assistant in Anaheim, CA.
The successful candidate is organized, detail-oriented, and has the ability to build strong relationships with interdepartmental teams, donors, and funders as a liaison, exchanging high-priority information across multiple PPOSBC Development portfolios and working between PPOSBC's unique spectrum of fundraising programs. The Development Assistant will provide administrative support to the Development Director and VP of Development. The Development Assistant reports to the Development Director.
At PPOSBC, we understand the importance of a well-rounded benefits program and are dedicated to providing you with unique benefits that meet the needs of you and your family. We are proud to offer a range of plans that help protect you in the case of illness or injury including:
- A competitive benefits package including medical, dental, and vision coverage for you and eligible dependents, life insurance, and long term disability.
- Benefits coverage starts after one full month of employment!
- Generous vacation, sick, and holiday benefits!
- Generous 401(k) matching contributions and more!
- To view our detailed benefits guide, please visit our career site at www.pposbccareers.org
Responsibilities
Essential Functions: Provide administrative support to the Development Director and VP of Development
- Develop project timelines and work directly with vendors for fulfillment.
- Assist with print production projects.
- Assist with team project management software upkeep
- Responsible for all elements of timely and organized political and charitable gift processing.
- Effectively organize and keep department folders/databases updated.
- Act as a scribe/notetaker for Director and VP, entering notes to various fundraising databases
- Manage calendars and coordinate meetings.
- Manage the development donor phone line, voicemail, development email account, and CAF PO Box.
- Assist with preparation for Departments' presentations and reports.
- Coordinate invoices.
- Research new potential funders, family foundations, and grantors, providing prospect sheets with background history/stats.
- Research new potential donors, creating prospect sheets with background and potential affinity for supporting Planned Parenthood.
- Continuous filing and updating of grants and related documents
- Scan/file/name documents appropriately utilizing naming conventions as assigned
- Create meeting agendas, complete meeting minutes, and file them in appropriate folders, systems, and databases.
- Effectively execute tasks to ensure deliverables are executed in a timely manner
- Organize and maintain an annual plan/calendar for fundraising activities to support clinical, education, and advocacy programs as well as general operating support.
- Participate as needed to assist in Development and grant funding activities, fundraising, and special events.
Non-Essential Functions:
- Other duties as assigned.
PHYSICAL REQUIREMENTS:
The physical requirements of this position are identified below. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position.
CORE COMPETENCIES – WE CARE:
- Welcoming: Anticipates customer requirements and gives high priority to customer satisfaction and service. Handles problems quickly and efficiently. Maintains a pleasant, positive and professional approach. Embraces opportunities to help team members, stakeholders, and other departments.
- Equitable: Creating equitable access and opportunity for all through education, practicing inclusive behavior, elevating others' voices, creating spaces for honest conversation, and listening without judgment. Values and uplifts our collective diversity within in our agency.
- Confidential: Respects the information shared by our patients, employees, and vendors and maintains appropriate confidentiality. Follows all policies and laws that protect private & privileged information.
- Accessible: Is available and approachable to others, open-minded, fair and non-defensive. Appreciates constructive feedback and is a team player. Demonstrates good listening skills.
- Respectful: Values diversity and treats everyone with dignity and courtesy. Dependable and courteous of other people's time and commitments.
- Empathetic: Demonstrates interest and understanding in other people's feelings, attitudes and reasoning. Maintains an open and non-judgmental demeanor that is patient, flexible, and understanding.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Education:
- High School Diploma or completion of GED required.
- College degree preferred.
Minimum Work Experience:
- Minimum 1 year of experience in an administrative position.
- Demonstrated knowledge of and interest in women's reproductive health care and rights.
- Demonstrated computer experience: word processing, database management and Internet search capabilities; web and social networking knowledge.
Agency Standard Requirements:
- Strong commitment to quality healthcare and excellent customer service is required.
- Must thrive in a fast-paced, rigorous environment with changing priorities.
- Ability to meet deadlines and work under pressure.
- Must demonstrate high-level computer skills, including Microsoft Word, Excel, and Outlook. Electronic medical records experience may also be required.
- This position requires travel to other sites and locations; if using a personal vehicle to meet this requirement, a valid CA driver's license and current auto insurance in compliance with the minimum requirements of CA vehicle code are required.
- Abortion patients are cared for at each of our health centers and in part through the administrative, support, and other non-clinical services provided at all PPOSBC locations and by all PPOSBC employees, and supporting these critical services is an essential job duty and fundamental responsibility of all employees.
