Executive Assistant, Relationships

Communities Foundation of Texas
Published
April 7, 2022
Location
5500 Caruth Haven Lane, Dallas, Texas
Category
Job Type

Description

CFT’s Vision

To build thriving communities for all

 CFT’s Mission

To improve the lives of all people in our community by investing in their health, wealth, living and learning.  We accomplish this by growing community giving, expanding community impact, and advancing community equity.

We work to meet our mission by:

  • Providing giving opportunities through charitable and legacy living, planning, and consulting for individuals, families, nonprofits, and businesses
  • Grantmaking and engaging our community around priority issues
  • Increasing academic achievement and educational equity for all students in Texas, especially African American, Latino, and economically disadvantaged
  • Developing and sharing knowledge and expertise about community needs and resources

CFT’s Values

Enhancing the experience and impact of giving through:

1. Exemplary service;

2. Wise stewardship of resources; and as a

3. Trusted partner for community knowledge and collaboration.

Communities Foundation of Texas’ main focus is to enhance the experience and impact of giving for individuals, families, companies, foundations and nonprofits by offering charitable tools like donor-advised funds, scholarships, North Texas Giving Day and more. CFT’s vision is to build thriving communities for all through three focus areas 1) growing community giving, 2) expanding community impact, and 4) advancing community equity. CFT programs include Educate TexasCFT for Business,  Success Network, the W. W. Caruth, Jr. Fund and other key initiatives. Since 1953, CFT has granted more than $2 billion to support nonprofits in our region, across the nation and the world. Learn more at www.CFTexas.org.

Summary

The Relationships Executive Assistant provides professional support to the Senior Director of Donor Relations and Services and the Donor Relations and Services team initiatives and activities. The Executive Assistant provides the necessary leadership and communication skills to work effectively with management, staff, constituents, and trustees to accomplish the strategic goals of the foundation.

Key Responsibilities

  • Provide support to the Senior Director of Donor Relations and Services (SDDR) and the Donor Relations & Services Team including, but not limited to, calendar management, expense report management, mail processing, event and meeting coordination, management of correspondence, email and phone responses, and filing in a timely, accurate manner
  • Provide support for Donor Relations & Services meetings, Fundraising meetings, Event meetings, and Committee meetings including, but not limited to, preparation of agendas, materials, and minutes
  • Assist with database input and coding including actions, prospects, funds, donors and fund holders
  • Provide excellent customer service for donors, prospective donors, professional advisors, and colleagues serving as primary phone contact for inquiries and calls
  • Assist with regular fund holder communications including but not limited to custom donor reports, stewardship mailings, fund administration, donor engagement, specialized fund holder tools and event invitations
  • Support the administrative needs and stewardship efforts related to CFT events for fund holders, prospective donors and members of the community, including but not limited to the annual fund holder dinner, Cause-Minded Conversations, New Fund Holder Luncheon, and the GiveWisely program
  • Provide assistance to fund holders accessing CFT tools and online resources, including when questions arise regarding fund balances and grant recommendations
  • Assist with reporting, as needed by the SDDR and other members of the Relationships team, related to engagement efforts, mailings, and department metrics
  • Assist with special projects and other general office tasks as needed or assigned
  • Other duties as requested or assigned, including but not limited to supporting the front desk

Qualifications

  • At least 5+ years of experience working in Executive Assistant roles
  • Proficient in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint)
  • Raiser’s Edge or other CRM experience preferred
  • Non-profit or customer-oriented background preferred
  • Associates degree preferred or equivalent work experience

Skills & Requirements

  • Excellent customer service skills, placing a high priority on responsiveness and follow-up
  • Strong calendaring, organizational and document management skills
  • Intelligence, common sense, and willingness/ability to accept responsibility
  • Proficiency with MS Office applications (Excel, Word, PowerPoint, Outlook)
  • Credibility and integrity
  • Timeliness for the work day, as well as deadlines
  • Ability to self-start, work independently and achieve high standards to meet multiple deadlines
  • Work effectively with staff in a team-oriented environment with a positive, can-do attitude
  • Adept in developing and maintaining strong relationships with management, staff, donors, professional advisors, trustees, and other stakeholders
  • Exhibit a high degree of professionalism, business judgment, tact, diplomacy, accuracy and confidentiality
  • Ability to maintain flexibility while working in a fast-paced environment
  • Valid state issued driver’s license

Disclaimer:   The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and/or skills required of all employees within this class.

Accommodations:  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Application Instructions

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