Financial and Administrative Services Officer

1 month ago

Québec, Canada The Jewish Community Foundation of Montreal Full time

**About us**

Our goal is to work in partnership with individuals, families and community organizations representing thousands of funds. We structure customized charitable gifts so that individuals and families can effortlessly fulfill their personal philanthropic goals in a tax efficient manner. That’s smart philanthropy..

Under the general direction of the CFO and Controller, the incumbent will perform accounting functions, client support services, data entry, and data integrity functions. The position will be involved in most aspects of the accounting department.

**Duties and responsibilities**

**Accounting and client support functions**
- Process credit card gifts including information on new donors
- Prepare tribute cards, holiday cards and appropriate lists for fund holders.
- Maintain proper information and adhere to procedures regarding donation receipts.
- Produce and distribute monthly donation receipts
- Produce weekly gift reports.
- Management of insurance premiums to be paid and then collected from donors
- Write up of investments and monitoring of cash needs
- Preparation and filing of quarterly GST/QST
- Review and analysis of information for fund statements
- Generate, update, and distribute reports and schedules as required

Data entry and maintenance of data integrity:

- Continually update and complete fund holder data with new information.
- Maintain systems for the proper management of documents.
- Ensure that documents are correctly filed and archived and maintain the JCF principal filing system.
- Responsible for all data report generation and proofing.

Administrative Duties:

- Provide clients with information regarding their funds.
- Prepare mailings where required (cheques, receipts, fund statements, other)
- Brief the CFO or other staff on issues requiring attention.
- Assist with granting process as required

The incumbent will be assigned special projects and duties as required.

**Minimum Qualifications**
- Diploma of College Studies (DEC) in Accounting or Office Technology or in any other field pertinent to the primary responsibilities.
- More than 5 years of relevant experience working with senior management.
- Advanced skills in database report generation and data management.
- Very good spoken and written English and French in order to write and edit correspondence, provide and interpret detailed information, and deal with complex situations in both official languages.
- Superior communication and organizational skills, detail oriented, discreet, conscientious, capable of taking initiative and ability to multitask.
- Autonomous, with ability to work effectively as a member of a team.
- Customer-service oriented and able to maintain the confidentiality of sensitive information.

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Paid time off

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Montréal, QC H3W 1M6

Expected start date: 2023-04-24

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