Bookkeeper and Office Administrative Assistant
Immaculate Heart Of Mary Church, Poway, CA, United States
Bookkeeper/Office Assistant
Under the direction of the Business Manager, the bookkeeper/office assistant is responsible for performing a variety of bookkeeping and parish office related duties.
Major Responsibilities:
Performs at the parish level in support of the parish and the diocese's spiritual and pastoral mission; performs as both a spiritual and administrative leader in the parish and represents the parish to those who visit the office
Sets an example for employees by personal adherence to and compliance with personnel policies and procedures and by personal adherence to Catholic Doctrine and Catholic principles of morality
Facilitate the weekly collection process
Assist with the preparation of the weekly bank deposits
Validate invoices, check requests and expense reimbursements
Assist in maintaining AP files, Vendor Files & Contracts
Assist in maintaining donor records including Diocesan Annual Catholic Appeal
Assist in maintaining the Parish Census database
Assist with year-end activities including 1099-NEC & donor acknowledgement
Assist in preparing and processing Online Payment Forms
Assist with the smooth operation of the parish office including answering the telephone, assisting parishioners and parish organizations and performing other administrative tasks
Follow established controls to prevent irregularities or fraudulent activity and to safeguard parish funds and other assets
Ensure existence of verifiable audit trail for all financial transactions
Perform other duties as assigned
Requirements:
Bachelor's degree preferred or similar experience
Must have a working knowledge of and a strong commitment to the mission of the Diocese of San Diego and the Catholic Church; preferably be in full communion with the Church
Excellent communications skills, verbal and written; excellent human relations and interpersonal skills
Strong organizational and time management skills; be a self-starter who is able to perform multiple tasks simultaneously and work with a sense of urgency
Ability to exercise courtesy to fellow employees, parishioners and the general public
Ability to maintain confidentiality
Ability to receive direction and be open to suggestions
Ability to work collaboratively in a team environment; punctuality is a must at all times; ability to travel locally as required; weekend work may be required
Working knowledge of computer software applications such as Microsoft Office (Word, Excel, Access, Outlook, etc.), QuickBooks and Parish Census Software
Professional bearing; clean and neat personal appearance
Ability to successfully pass a background check as required by the Diocese of San Diego
Physical Demands:
While performing the duties of this job, the employee is regularly required to remain in an office at a computer workstation and access information from a computer and use a telephone. The employee is required to be mobile to, from, and within the office, as well as maneuver throughout the parish facility to attend meetings and other work-related events. The employee may be required to conduct trips to, from, and within various city and county-wide locations to attend meetings or events. The employee must occasionally lift and/or move up to 15 pounds.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Please note this position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
St. Gabriel Parish, as part of the Catholic Diocese of San Diego, is committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, gender, national origin, genetics, disability, age or veteran status.
Under the direction of the Business Manager, the bookkeeper/office assistant is responsible for performing a variety of bookkeeping and parish office related duties.
Major Responsibilities:
Performs at the parish level in support of the parish and the diocese's spiritual and pastoral mission; performs as both a spiritual and administrative leader in the parish and represents the parish to those who visit the office
Sets an example for employees by personal adherence to and compliance with personnel policies and procedures and by personal adherence to Catholic Doctrine and Catholic principles of morality
Facilitate the weekly collection process
Assist with the preparation of the weekly bank deposits
Validate invoices, check requests and expense reimbursements
Assist in maintaining AP files, Vendor Files & Contracts
Assist in maintaining donor records including Diocesan Annual Catholic Appeal
Assist in maintaining the Parish Census database
Assist with year-end activities including 1099-NEC & donor acknowledgement
Assist in preparing and processing Online Payment Forms
Assist with the smooth operation of the parish office including answering the telephone, assisting parishioners and parish organizations and performing other administrative tasks
Follow established controls to prevent irregularities or fraudulent activity and to safeguard parish funds and other assets
Ensure existence of verifiable audit trail for all financial transactions
Perform other duties as assigned
Requirements:
Bachelor's degree preferred or similar experience
Must have a working knowledge of and a strong commitment to the mission of the Diocese of San Diego and the Catholic Church; preferably be in full communion with the Church
Excellent communications skills, verbal and written; excellent human relations and interpersonal skills
Strong organizational and time management skills; be a self-starter who is able to perform multiple tasks simultaneously and work with a sense of urgency
Ability to exercise courtesy to fellow employees, parishioners and the general public
Ability to maintain confidentiality
Ability to receive direction and be open to suggestions
Ability to work collaboratively in a team environment; punctuality is a must at all times; ability to travel locally as required; weekend work may be required
Working knowledge of computer software applications such as Microsoft Office (Word, Excel, Access, Outlook, etc.), QuickBooks and Parish Census Software
Professional bearing; clean and neat personal appearance
Ability to successfully pass a background check as required by the Diocese of San Diego
Physical Demands:
While performing the duties of this job, the employee is regularly required to remain in an office at a computer workstation and access information from a computer and use a telephone. The employee is required to be mobile to, from, and within the office, as well as maneuver throughout the parish facility to attend meetings and other work-related events. The employee may be required to conduct trips to, from, and within various city and county-wide locations to attend meetings or events. The employee must occasionally lift and/or move up to 15 pounds.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Please note this position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
St. Gabriel Parish, as part of the Catholic Diocese of San Diego, is committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, gender, national origin, genetics, disability, age or veteran status.