Immediate Supervisor: Director of Finance/Controller
Status: Full-time exempt (37.5+ hours per week)
Work Location: Hybrid schedule requiring three days per week in the Baton Rouge, La. office and two remote workdays
Compensation: TBD based on experience
Benefits: Health, dental, vision, life, 401(k) retirement plan, vacation/sick leave
To apply: Send resume and cover letter to careers@phikappaphi.org

Position Description: Management of (1) Member services and support, (2) Member records integrity including member/donor data entry, data updates, and deposits for new member initiates, renewals, donors, chapters, and other constituents.

Key Responsibilities

Member Services/Support

Respond promptly to member and donor requests via email and phone, including requests for information, receipts, and documentation.
Update contact information, anniversary dates, and other demographic information for new and existing members.
Coordinate the replacement of member certificates and/or pins as needed, including documentation, production, printing, and shipping.

New Initiates and Renewals

Manage and reconcile daily member imports from various sources (online website, direct mail, and bank lockbox) to Phi Kappa Phi’s association management system (Salesforce).
Ensure member data and deposits are accurate and current.
Manage data entry, credit card payments, and remote bank deposits from external sources.
Perform daily reconciliation of member transactions and deposits in collaboration with the Accountant.
Process member and donor refunds and account adjustments as needed.

Chapters

Data entry and deposits for chapter payments.
Manage institutional invoicing and payment processing for prospective chapters in accordance with the chapter petitioning process.

Donors/Fundraising

Enter, process, and track charitable donations across multiple campaigns, funds, and payment methods.
Prepare and mail donor tax receipts and acknowledgment letters.

Treasury and Investments

Manage treasury functions including cash management and banking relationships
Optimize banking relationships

Monthly/Annual Closings

In coordination with external advisors, oversee investment portfolios
In coordination with the Finance team, perform monthly reconciliation of deposit batches from initiates, renewals, chapters, and donors against bank activity.

Perform other duties as assigned by the Director of Finance/Controller and Chief Financial Officer

Experience

Required:

Experience in customer service and/or member support
Experience in data entry
Must be located in commutable distance to Baton Rouge, Louisiana, United States

Preferred:

2-5 years of experience in managing member records and accounts receivable
Experience with association management systems like Salesforce
Experience in managing and reconciling daily member imports from various sources
Experience in processing member and donor refunds and account adjustments
Experience in managing institutional invoicing and payment processing for prospective chapters
Experience in entering, processing, and tracking charitable donations across multiple campaigns

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Retirement plan
Vision insurance

Ability to Relocate:

Baton Rouge, LA 70806: Relocate before starting work (Required)

Work Location: Hybrid remote in Baton Rouge, LA 70806

The Honor Society of Phi Kappa Phi National Office

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