Assistant to the Financial Specialist
Plainfield Christian Church, Plainfield, IN, United States
Job Title
Initial need is for three half days likely on Monday, Tuesday, and Thursday, but can be flexible given the availability of workspace. Daily work encompasses but is not limited to the following:
Sorting/separating daily inbound mail put in mail slot or dropped off at office:
Paper Invoices/statements
Contribution gifts/other income
Requests for Payments
Managing emails:
Printing invoices/statements sent by email for processing
Vendor Notifications with website links to print out invoices/statements for processing
Emails forwarded by Financial Specialist
Acting on alerts and important notices received
Website:
Visiting websites to obtain invoices/statements
Maintaining accurate and current signons and passwords for invoice retrieval and payments
Stamping/preparing/processing:
Invoices
Statements
Direct Payments
Requests for Payment
Coordinating/scheduling:
dual signatures for checks
signatures for Acknowledgement Letters
approvals for Direct Payments, journal entries, corrections
Church Management System (Realm):
Setting up and scheduling invoices for payment
Activating/maintaining Recurring Payments
Recording Direct Payments
Assist with Credit Card management for staff:
Visa (paper process)
Center (digital technology)
Correspondences and mailings to send out:
Problems encountered from donations
First time givers thank you notes
Memorial thank you notes
Assist in Quarterly Non-Deductible letters and mailings
Assist in Annual Giving Statement preparation and distribution
Form handling as needed:
W9s requests and distribution, cataloging
W4s & WH4s (payroll)
NP1 requests, distribution, cataloging (tax exempt)
Assist in distribution of spreadsheets, reports, materials
Filing:
Vendor invoices/statements (monthly/annually)
Employee benefits (monthly/annually)
Scheduled/unscheduled trips to Post Office, local bank, local office supply as necessary.
Initial need is for three half days likely on Monday, Tuesday, and Thursday, but can be flexible given the availability of workspace. Daily work encompasses but is not limited to the following:
Sorting/separating daily inbound mail put in mail slot or dropped off at office:
Paper Invoices/statements
Contribution gifts/other income
Requests for Payments
Managing emails:
Printing invoices/statements sent by email for processing
Vendor Notifications with website links to print out invoices/statements for processing
Emails forwarded by Financial Specialist
Acting on alerts and important notices received
Website:
Visiting websites to obtain invoices/statements
Maintaining accurate and current signons and passwords for invoice retrieval and payments
Stamping/preparing/processing:
Invoices
Statements
Direct Payments
Requests for Payment
Coordinating/scheduling:
dual signatures for checks
signatures for Acknowledgement Letters
approvals for Direct Payments, journal entries, corrections
Church Management System (Realm):
Setting up and scheduling invoices for payment
Activating/maintaining Recurring Payments
Recording Direct Payments
Assist with Credit Card management for staff:
Visa (paper process)
Center (digital technology)
Correspondences and mailings to send out:
Problems encountered from donations
First time givers thank you notes
Memorial thank you notes
Assist in Quarterly Non-Deductible letters and mailings
Assist in Annual Giving Statement preparation and distribution
Form handling as needed:
W9s requests and distribution, cataloging
W4s & WH4s (payroll)
NP1 requests, distribution, cataloging (tax exempt)
Assist in distribution of spreadsheets, reports, materials
Filing:
Vendor invoices/statements (monthly/annually)
Employee benefits (monthly/annually)
Scheduled/unscheduled trips to Post Office, local bank, local office supply as necessary.