Converge Cornerstone Fund

Job Description

Job Title:Administrative Support Specialist

Summary Team Secretary duties:To provide support services to the Cornerstone Fund team.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Administrative duties such as travel arrangements, correspondence, managing schedules, filing, expense reports, preparing for and taking minutes for meetings maintaining policy updates and rate changes.
  • Team Support: daily deposit, reconcile deposit record with entered receipts,

maintain office supplies, including all letterhead stock, shred checks (deposited) as needed, cost of funds tracking,

  • Provide cover for loan receipts and certificate transactions, account reconciliation, and quarterly statements and other customer care issues.
  • Accounts Payable: pay bills with proper authorization, credit card bill reconciliation and payment.
  • Customer Service and Other Responsibilities: Respond to individual, church, and group inquiries appropriately and in a timely manner through use of phone, email, and other electronic media, help maintain current data through the use of Navision/CRM, and help with quarterly statements, including creating and mailing appropriate inserts.

Supervisory Responsibilities

There are no supervisory responsibilities with this position.

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.

Education and Training

Post high school education or four to six years related experience and/or training.. Specific training and experience in some marketing-related field is preferred.

Language Skills

Ability to read, analyze, and interpret general business and or marketing materials, periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from pastors, district executive ministers, Converge staff and leadership.

Mathematical Skills

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand and walk.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.