Development Assistant / Wall Street Department
The Wall Street & Financial Services Division (WSD) is an integral part of UJA‑Federation’s Financial Resources Department (FRD). Our division raises over $36 million towards the Annual Campaign. Our division works with professionals across the financial services industry - banking & finance, middle-market, accounting, life insurance, and general insurance leaders to hedge fund managers, investment advisors, and private equity professionals. Throughout the year, the WSD provides opportunities for involvement, including industry events, exclusive discussions, briefings, volunteer projects, missions, leadership positions and content-rich experiences. The WSD provides financial professionals in New York the ability to help make a positive impact in New York, in Israel, and around the world.
The Wall Street & Financial Services Division seeks a proactive, self-motivated, and flexible development assistant to provide essential administrative support and help grow the division. The activities of this division are fast-paced and high energy, therefore this role requires a team-player with the ability to multi-task, trouble-shoot, and be a forward-thinker.
- Provide support for the Wall Street Division across committees and other leadership bodies, events, programs, campaign and donor engagement opportunities, as well as for general FRD requests and initiatives.
- Provide support for the Wall Street Dinner.
- Use fundraising database to process gifts and payments, manage event registrations, run giving reports/lists, and track/upload attendance at meetings, events, programs, and missions.
- Perform research on donors and prospects using various databases and web-based sources
- Work with the Wall Street Division staff to plan and prepare necessary materials for internal and external meetings, programs, events, and missions, including virtual or in-person logistics and supplies.
- Provide event support before, during and after meetings, events, and programs. This may include working registration, collecting payments, distributing literature, and helping with set up/tear-down.
- Address inquiries from (and otherwise communicate with) donors, lay leaders, and outside vendors. Screen calls and respond to situations as appropriate, corresponding with donors and professionals as independently as possible.
- Perform general administrative duties such as processing expense reports, paying invoices, requesting materials, ordering catering and reserving meeting rooms.
- Attend trainings on office systems and procedures to stay up-to-date on those systems and procedures, serving as a resource to the team on them as needed.
- Act as office manager for the department and ensure the administrative space is organized and maintained.
- Various projects as assigned.
Qualifications and Competencies:
- Proficiency with Microsoft Office (Excel in particular)
- Proficiency with Linked-In
- Proficiency with Zoom.
- Excellent communication skills.
- Excellent writing, editing, and administrative skills.
- Flexible and proactive self-starter with excellent communication skills, interpersonal skills, telephone skills, tact and diplomacy
- Excellent organization skills and an ability to understand systems and procedures.
- Strong attention to detail and follow-through.
- Effective time manager, with the ability to multitask in an extremely fast-paced work environment.
- Positive work ethic and ability to work as part of a team.
- Flexibility to work at events and programs when required, which may be outside of normal business hours.
Prior Experience and Education
- Bachelor’s Degree.
- Interest in fundraising, philanthropy, and events.
- Proven track record in delivering results.
Bachelors or better.
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