This position provides administrative support to the General Counsel & Senior Vice President (General Counsel), as well as to other members of the Legal team and members of the Foundation for the Charlotte Jewish Community (FCJC) team (collectively the Legal/FCJC Team). 

The position will support the Legal Team with organizing and filing contracts and other documents, managing processes related to acceptance of complex gifts, and governance related to the Foundation and its affiliates. This position also assists the Legal/FCJC Team with prospecting and related advancement and development activities. 

A successful candidate will be a self-starter who is organized, detail-oriented, and thrives in a fast-paced environment with competing priorities. They must also be comfortable learning and helping develop new processes. A self-starter who can anticipate needs of the General Counsel and other members of the Legal/FCJC Team will do well in this role. 

Duties &   Responsibilities

LEGAL TEAM SPECIFIC   SUPPORT: 

· Supports the development and implementation of   processes related to acceptance of complex gifts and impact investments, as   well as governance of the Foundation and its affiliates

· Assists with legal documents, including processing, execution and document retention

· In conjunction with the Legal Team, responsible for management and tracking of Foundation policies

· Provides Board support, including meeting   planning and logistics and minutes and correspondence to Board members, for   Community Real Property Holdings, Inc. (CPRH) and Community Investments   Foundation (CIF), as well as any others that may be assigned

· Provides support for all aspects of continuing   legal education programs offered by the Foundation or participated in by   members of the Legal Team, either as speakers or attendees

ADVANCMENT SUPPORT   FOR LEGAL/FCJC TEAM:

· Supports development of new business by   preparing PowerPoint presentations, drafting letters and proposals, and   performing other business development tasks, including scheduling meetings   and preparing prospecting packets

· Captures and records prospect and existing   donor information in the Foundation’s CRM system (currently Raiser’s Edge) to   help build, track and monitor prospect solicitation and cultivation

· Assists in new fund opening process and new   planned gift processing for the Legal/FCJC Team

FCJC SUPPORT:

· Provides Board support, including meeting   planning and logistics and minutes and correspondence to Board members, for FCJC

· Assists with the input and maintenance of data   and records in the Foundation’s CRM system

· Generates monthly and quarterly financial   reports in support of FCJC

· Assists with coordinating FCJC mailings and   e-blasts

· Supports FCJC staff preparing for client   meetings and presentations including annual philanthropic reviews (APRs)

· Supports activities related to FCJC’s annual   meeting and Create Your Jewish legacy events

· Assists with the preparation and maintenance   of Book of Life stories for signature by legacy donors 

GENERAL   ADMINISTRATIVE SUPPORT:

· Provides full administrative support to the General   Counsel – including, but not limited to, scheduling appointments, filing, calendaring and preparing expense reports

· Provides general administrative and project-based   support to members of the Legal/FCJC Team

· Drafts letters and assists with preparing   Power Point presentations 

· Provides prompt, high level customer service   support to donors, clients, and professional advisors

· Responsible for developing a command of FFTC   products and services offered in order to speak knowledgeably to prospects   and FFTC referral network, professional advisors and others

· Serves   as part of the active rotation for reception coverage, which may include staffing   during opening, morning and afternoon breaks, lunches and additional coverage, as needed

· Other duties as   assigned 

This list of   duties and responsibilities is not intended to be all-inclusive. The employee   will also perform other business-related duties as assigned by the GC or   other members of the Legal/FCJC Team.

Job Qualifications

· 3 years+ of administrative support experience; executive level experience preferred

· Experience working in a tax-exempt   organization, financial institution or law firm preferred

· Advanced proficiency in Microsoft Office   applications (Word, Excel, Outlook, & PowerPoint)

· Strong project management and organizational   skills, detail oriented

· Responsive, service-oriented workstyle

· Ability to multi-task, adapt, work under   pressure and meeting deadlines

· Strong written and verbal communication skills   

· General ability to perform the essential   functions and overall physical and mental requirements of this position, including stamina to perform tasks over extended periods and ability to   occasionally move about to accomplish tasks or move from one worksite and/or   workstation to another