Business Title Gifts and Bio Processor Additional Job Details SUMMARY:
This position is responsible for processing and maintaining gift and biographical information for Harvard alumni/ae as the University system of record.
Independently complete all aspects of gift and biographical processing and maintenance with guidance from team coordinator. The position interacts and communicates with AA&D staff, other University-wide staff, alumni, and students in a professional and productive manner.
The position requires a high level of organization, professionalism, thorough knowledge of Alumni Affairs and Development's philosophy, customer service, and the ability to identify customer needs.
DUTIES AND RESPONSIBILITIES:
- In accordance with policies and procedures, perform data entry for gift and biographical information on all entity types within the Advance database. Read, interpret, and verify the gift and biographical information supplied on the different source documentation and confirm identities of entities. Search database as necessary to accurately associate each gift or biographical piece of information with the appropriate entity. Perform research as needed to ensure the accuracy of the data that is being processed.
- Add or maintain gift and biographical data in the Advance database.
- Process gifts with a 98% accuracy rate and an average fiscal year accuracy rate of no less than 95%
- Responsible for updates to addresses, entities, entity status, email addresses, degrees, alerts, employment affiliations, etc. and other high volume records management requests
- Accountable for accuracy and integrity of all gift and biographical data.
- Communicate regularly and proactively with management to raise work issues. Identify options for resolution.
- Be conscious of data security and risk management. This position is privy to sensitive and confidential information.
- The above covers the most significant responsibilities of the position. It does not, however, exclude other duties, the inclusion of which would be in conformity with the level of the position.
- Must adhere to periods of paid time off restriction at fiscal year and calendar year ends Performs the day to day clerical, recordkeeping or processing duties of a particular area or function using common office technology and Harvard administrative systems. Will train on latter. Gathers data and assists in preparing reports. Provides information to faculty, staff members, students and the public. Keyboards and processes text and information, and may answer general correspondence. Makes appointments and maintains calendars based on specific instructions. Arranges meetings, schedules rooms and equipment. May maintain inventory and or order office supplies. Contributes to unit goals by accomplishing clerical or administrative duties as required. Some business training beyond high school desired.