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Accounting Support Specialist

Thursday, September 2, 2021
Classifieds
9/2/2021

General Description:
This full-time position is responsible for general support of the Financial Services Department and day-to-day accounting operations.  As this person will be privy to very sensitive information, the highest level of confidentiality is expected/required.
 
Responsibilities (include, but are not limited to):

  • Data entry including deposits, disbursements, client account maintenance, and various tasks relating to investment fund management
  • Office telephone coverage and answering clients’ basic questions concerning accounts, including account balances, annual distributions, deposits/withdrawals, etc.
  • Assisting with the processing of daily incoming and outgoing mail
  • Preparing client acknowledgement letters and client disbursement letters
  • Compiling and preparing reports and presentations for client meetings
  • Scanning and related maintenance of historical records
  • Other duties as assigned by the Director of Financial Services
 
Minimum Qualifications:
  • 2+ years of prior related work experience
  • Proficient computer and software skills, particularly with Microsoft Office Suite  
  • Experience and proficiency with paperless workflow systems – Adobe strongly preferred
  • Ability to prioritize conflicting needs and demands of the job
  • Demonstrated ability to follow through on projects to completion
 
Preferred Qualifications:
  • Bachelor’s Degree preferred
  • Proficient computer and software skills, particularly with Microsoft Office Suite (Excel – basic to intermediate skills)
  • Experience and proficiency with paperless workflow systems- utilize Adobe- STRONGLY Preferred
  • QuickBooks experience
  • Demonstrated passion for nonprofit work
 
Requirements:
Work regularly scheduled hours of operation for the United Methodist Foundation of Western North Carolina and as needed to complete responsibilities pertaining to the position. Support the mission of the United Methodist Foundation to build the Church for generations to come. Abide by the guidelines of the UMF Employee Handbook as approved by the Foundation’s Board of Directors.


To apply:  email the following to Suzanne Atkins (satkins@umfwnc.org):
  • Cover Letter
  • Resume
  • Three or more professional references

Contact: Suzanne Atkins

Church/Org/Business Name: United Methodist Foundation of Western North Carolina, Inc.

Address: 13816 Professional Center Dr Ste 100 Huntersville NC 28078

Phone: 704-817-3990

Email:

Website: www.umfwnc.org

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