Performs diverse office and-or Administrative Assistant duties for the SURF/Association and Planned Giving and Trust Services Departments. This position exercises high levels of tact, people skills, teamwork, computer skills, confidentiality, compassion and Christian deportment.

SCOPE OF RESPONSIBILITY:

Function as recording secretary for SURF Acceptance Committee and Trust Management Acceptance Committee (TMAC.)
Processing incoming mail, opening, dating, sorting, etc.
Screen telephone calls, emails, faxes and respond to routine inquiries in a timely manner.
Maintain well organized office with efficient filing system.
Prepare correspondence for meetings, committees, mailings, minutes, reports, etc., sponsored by the departments.
Follow up on mortgage/insurance after closing of loans.
Assist director in preparation of various meeting agendas: perform recording secretary functions as needed.
Order gifts for Departmental Meetings as needed.
Sort and mail SURF monthly and quarterly statements.
Respond to audit needs, as necessary.
Order department supplies and gifts for departmental meetings.
Send yearly Trust report to the North American Division.
Other departmental duties as required by SURF Director.

RECOMMENDED EDUCATION/EXPERIENCE:

Associate degree preferred. Relevant successful work experience may be acceptable in lieu of scholastic requirements.
Minimum two years of relevant successful office experience preferred to perform job duties.

KNOWLEDGE AND SKILL:

Well-developed knowledge of principles, policies and beliefs of the Southern Union Conference and the Seventh-day Adventist Church. Must exhibit extensive initiative; often working with minimal supervision. Adaptable and able to evaluate priorities. Ability to perform secretarial and support duties with speed and accuracy without constant supervision. Proficient in writing letters and handling office affairs. Requires well developed knowledge of church employment policies and practices.

Knowledge of up-to-date office procedures such as filing, telephone techniques, office equipment, and English usage (spelling, grammar, punctuation, etc.). Position requires keyboard speed with high accuracy. Must be able to facilitate good communications among departmental staff, other departments, and outside personnel. If not, Trust Certified will be required to become certified to work in the Planned Giving and Trust Services Department.

CONTACTS, ORGANIZATIONAL RELATIONSHIPS:

Contact with people, both internally and externally and with individuals having business with director, whether by telephone, correspondence, or personal contact. Must have both a pleasant personality as well as good telephone manners. Must possess the ability to deal tactfully and effectively with internal and external personnel daily. Must be able to manage confidential information/situations and maintain high degree of loyalty and support for director, department, Southern Union Conference, and the Seventh-day Adventist Church.

PHYSICAL REQUIREMENTS:

Must be able to read, speak, and hear in the English language. Multi-lingual a plus. Must be able to effectively communicate both orally and in writing. Some standing, walking, bending, kneeling, carrying light items, etc. required. Standard work hours required, as defined in the Southern Union Conference Employee Handbook. This position requires working onsite unless approved by ADCOM or job demands being in the field. Overtime is rarely required and never permitted without departmental director’s /treasurer’s approval.

WORKING CONDITIONS:

Essential responsibilities performed in sedentary and comfortable manner. Tasks performed under normal office conditions with little or no noticeable discomfort. Work area is well lit and ventilated. Position does not require travel, either local or out of the area. Any request for travel must have departmental director’s/treasurers’ prior approval.

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Revolving Fund Administration

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