Administrative Assistant/Data Entry Clerk (hybrid) at Public Health Foundation Enterprises, In in Martinez, California

Job Description:

We are looking for a hard-working and self-motivated Administrative Assistant/Data Entry Clerk to join our small nonprofit team. The successful candidate must be able to work independently, possess great attention to detail and have the confidence to work alone and with-in a team.

 

If hired for this position, applicant will be required to provide proof of full vaccination for COVID-19 prior to the start date; or have a valid religious or medical reason qualifying the applicant for an exemption (that may or may not require accommodation). 

ESSENTIAL FUNCTIONS

·         Be available to answer incoming business calls during shift

o   Includes referral to partner agencies for services and volunteer tasks

·         Process mail daily, weekly:

o   Includes the following tasks retrieving mail from the PO Box, sorting through the mail to categorize the donation by solicitation and opening mail in preparation for depositing.

·         Donation processing

o   Entry into donorperfect

o   Prepare donation reports

o   Deposits slips for checks and cash 

o   Enter Deposits into QuickBooks by solicitation type

o   Print donation thank you letters and send emails

o   Communicate with volunteers to pick up letters to fold.

·         Donor data base maintenance

o   Update donor information in donorperfect as needed

o   Create and generate special reports in DonorPerfect as needed by administration

o   Research donation to address phone calls

·         Attended meetings

o   Take or transcribe recording for minutes of board and committee meetings

·         Maintain file and records for agency

o   Scan and file bequest information as it arrives

o   A/P records updated

o   Donor records updated

o   Business files update

·         Other ad hoc duties as assigned

·         Travel between various locations by conducting errands in the field and to various offices, business, IE: post office, banks.

JOB QUALIFICATIONS

·         Effective Communications – effectively convey thoughts in written and verbal communication

·         Critical Thinking – ability to fully analyze a situation, and present well-defined resolutions

·         Attention to Detail – understand the value of accuracy and ability to process

·         Managing Priorities – properly define urgency of each task that is presented

·         Team Oriented – enjoys supporting the needs and interests of others

·         Work Ethic – personally fulfilled by exhausting oneself in worthwhile objectives

·         Character – high-level initiative; steadfast integrity

·         Attitude – fun loving; positive outlook; coachable

·         Good organizational and analytical skills required.

·         intermate computer skills required, including MS applications

·         Strong communication, teamwork, interpersonal, and customer service skills required.

·         Eye for detail, completeness, and accuracy.

·         Ability to work effectively under pressure, meet deadlines and provide proactive and innovative solutions to customer issues.

·         Must maintain confidentiality of privileged information.

·         Ability to handle multiple priorities quickly and accurately with a positive attitude 

Education/Experience

·         High School diploma or GED

Certificates/Licenses/Clearances

·         A valid California driver’s license, proof of vehicle insurance, clean DMV record, and reliable transportation will be needed to carry out job-related essential functions as travel between various locations is a requirement.

PHYSICAL DEMANDS

Stand: Frequently

Walk: Frequently

Sit: Frequently

Handling / Fingering: Occasionally

Reach Outward: Occasionally

Reach Above Shoulder: Occasionally

Climb, Crawl, Kneel, Bend: Occasionally

Lift / Carry: Occasionally - Up to 50 lbs

Push/Pull: Occasionally - Up to 50 lbs

See: Constantly

Taste/ Smell: Not Applicable

Not Applicable = Not required for essential functions

Occasionally = (0 - 2 hrs/day)

Frequently = (2 - 5 hrs/day)

Constantly = (5+ hrs/day)

WORK ENVIRONMENT

Remote/hybrid will be considered with a requirement to work in the office in Martinez, CA. General Office Setting- Indoors Temperature Controlled, and home office.

EEOC STATEMENT

It is the policy of Heluna Health to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law.

 

Education

Preferred

• High School or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

See job description

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