Records Specialist PAE-Operations and Quality Administration - Pennsylvania-Pittsburgh - (26000673)
Philanthropic and Alumni Engagement (PAE) is an integrated, centralized organization in service to this bold, vibrant academic and clinical community, supporting scholarship, teaching, research, and care. Our focus is on building relationships and maintaining a strong network of contributors, alumni, and constituents in order to increase philanthropy, enrich the community, and enable groundbreaking research and academic achievement. Our collaborative approach ensures the work we support remains innovative and advances our community's success-driven priorities.
We invite you to become a pivotal part of our team as a Records Specialist. In this role, you will serve as an integral part of the Records Management team reporting to the Director, Records Management.
The Records Specialist is responsible for processing, interpreting, and recording biographical, gift, and pledge data within the Affinaquest CRM system. This includes gathering and analyzing supporting documentation, applying IRS regulations and CASE guidelines, and ensuring compliance with university gift policies. The specialist will identify and resolve discrepancies and ensure data integrity through close collaboration with both internal departments and external stakeholders. As well as supporting Planned Giving by researching, analyzing, and processing gifts and pledges. Identifies philanthropic gifts, prepares campaign pledge reminders, and assists in managing funds received.
Why Join Us? •
Impactful Work: Play a crucial role in supporting the University's mission.
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Collaborative Environment: Work within a supportive, innovative, and dynamic team.
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Professional Growth: Opportunities for continuous learning, professional development, and career advancement.
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Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and paid time off. Ready to make a difference?
Learn more about PAE and apply today. Join us in shaping the future of education, research, and healthcare at the University of Pittsburgh!
Job Summary
Supports Planned Giving by researching, analyzing, and processing gifts and pledges. Identifies philanthropic gifts, prepares campaign pledge reminders, and assists in managing funds received.
Essential Functions
- Enter and maintain high volumes of gift, pledge, and biographical data in the Affinaquest CRM. Apply University policies, IRS regulations, and CASE standards to all data entry procedures.
- Conduct research to resolve incomplete or discrepant data and ensure accuracy and completeness.
- Provide excellent customer service and clear communication to donors and partners.
Physical Effort
Light - Little physical effort required. Duties are primarily sedentary. May be required to move objects up to 25 pounds occasionally.
Assignment Category: Full-time regular
Job Classification: Staff.Gift & Pledge Coordinator
Job Family: Philanthropy & Engagement
Job Sub Family: Donor Relations & Stewardship
Campus: Pittsburgh
Minimum Education Level Required: High School Diploma/GED
Minimum Years of Experience Required: 1
Will this position accept substitution in lieu of education or experience: Combination of education and relevant experience will be considered in lieu of education and/ or experience requirement.
Work Schedule: Monday - Friday, 8:30 a.m. - 5:00 p.m
Work Arrangement: Hybrid: Combination of On-Campus and Remote work as determined by the department.
Hiring Range: $20.51-$28.20/hr
Relocation_Offered: No
Visa Sponsorship Provided: No
Background Check: For position finalists, employment with the University will require successful completion of a background check
Child Protection Clearances: Not Applicable
Required Documents: Resume, Cover Letter
Optional Documents: Not Applicable
Equal employment opportunity, including veterans and individuals with disabilities.
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