Archdiocese of New York
Development Office
Development Administrator, Planned Giving
October 2021
Primary Responsibility: The Development Administrator, Planned Giving will act as a general assistant to the Planned Giving Division by performing many non-routine office functions in the coordination of all planned gifts for the Archdiocese of New York.
Experience Level: Minimum of four years of experience in a position which required demonstration of administrative and organizational skills. Related para-legal course work/degree may be considered in lieu of some of the experience requirement
Direct Supervisor: Director of Planned Giving
Responsibilities:
- Assists the Director of Planned Giving in carrying out the office operation responsibilities.
- Assists in preparing estate planning marketing materials including multi-channel means of reaching potential donors that includes print, email (including Luminate), website, presentations. Coordinates with outside vendors.
- Responsible for the coordination/completion and the quality of clerical work for Planned Giving, that includes word processing, Raiser’s Edge database upkeep, processing mail, scanning/photocopying, expense report accounting, correspondence, and maintaining donor files. Assists with the execution of donor acknowledgment letters, proposals, and mailing, including proofreading, editing and production.
- Assists with the scheduling of cultivation and solicitation appointments for meetings, luncheons, and dinners for the Director of Planned Giving.
- Provides the first line of customer service support for donors contacting the planned gift division by mail, email, and phone; triaging as well as fulfilling information to ensure a timely response. Serves as an ambassador of the archdiocese in these interactions with tact, professionalism, and good energy.
- Compiles and logically formats statistical data and reports of planned gifts, pledges and payments or distributions received.
- Utilizing the donor database, manages all information relating to current planned giving donors, prospects, and estates in a manner that emphasizes the highest standards of accuracy, timeliness, thoroughness, and confidentiality. Captures essential donor information, including content form personal contact, correspondence, and interactions. Works closely with Finance and the Donor Database Center.
- Creates, edits, and runs a variety of database queries to provide regular and ad hoc data lists, reports, and analysis for use in donor meetings, events and mailings, and to help measure the success of the overall planned gifts program, including marketing efforts and staff activities, and collaboration with the major gifts team.
- Initiates ways to enhance departmental reporting and data management.
- Assists with the organization of estate planning seminars and volunteers needed to assist with preparation and delivery of the seminars, events, and programs. Coordinates Legacy of Faith Society events, Trust and Estate Advisory Committee meetings, and other event planning.
- Coordinates and maintains directory of allied professionals—estate planning attorneys, financial advisors, accountants, insurance executives for marketing and referrals for Planned Giving prospects. Coordinates periodic meeting with allied professionals who comprise the Trusts and Estates Advisory Committee and Archdiocese.
- Maintains confidentiality of donor information.
- Remains current in philanthropy developments and fundraising techniques by attending meetings, conference, and participating in training programs.
- Special projects as needed.
Standards of Performance:
- Ability to work collaboratively with Calvary Hospital, the Inner City Scholarship Fund and other contracted clients
- Detail-oriented
- Communicates effectively with donors
Position Requirements:
- Bachelor’s degree preferably in Finance, Communications or Marketing.
- Demonstrated experience to successfully work under pressure and meet deadlines.
- Demonstrated experience to successfully maintain satisfactory work performance, attendance records and provide quality customer service
- Possess strong verbal and written communication skills.
- Demonstrated experience to successfully use a variety of computer software applications including Windows, Microsoft Word, PowerPoint and Excel, knowledge of Internet. Knowledge of database (Raiser’s Edge preferred) and PG Anywhere.
- Demonstrated experience to successfully work independently, organize own work and coordinate work activities of others, excellent judgment.
- Ability to drive in NYS, current driver’s license strongly preferred.
Preferred Qualifications:
- Para-legal, majoring in Finance or Trusts / Estates
- Knowledge of Financial Markets and systems
- Notary Public desirable
Personal Characteristics:
- Intelligent, articulate, highly motivated self-starter with strong inter-personal skills
- Ability to relate effectively with upper management, peers and others
- Ability to independently carry out multiple and diverse tasks concurrently
- Ability to take on added responsibility as it is presented
- Excellent interpersonal, written, and oral communication skills
Interested candidates should send a cover letter and resume to: eaf@filimonpartners.com
Archdiocese of New York
Metropolitan Tribunal
Notary/Administrative Assistant to Tribunal Judge(s)
July 2021
JOB TITLE: NOTARY/ADMINISTRATIVE ASSISTANT TO JUDGE(S)
PURPOSE: To provide administrative/clerical assistance to the Tribunal Judge(s).
The Notary functions as a legal assistant. In addition to the skills of an assistant, the notary will be expected to learn enough about canon law to facilitate the various canonical procedures for which the Tribunal is responsible. A candidate for this position must be able to work harmoniously with others and assume additional responsibilities as needed. The candidate must also be able to work calmly and quickly under the pressure of deadlines.
RESPONSIBILITIES:
The responsibilities of this position include, but are not limited to, the following:
- Process marriage cases and other canonical cases according to the requirements of canon law and the practice of the Metropolitan Tribunal
- Act as Notary for all formal testimonies taken.
- Assist the Judge(s) with scheduling and correspondence
- Transcribe and type testimonies
- Prepare letters and decrees for cases and track their progress using Canonical, the Tribunal’s case management system.
- Ensure accuracy, completeness and professionalism of all materials produced
- Answer the telephone in a courteous manner and assist clients when necessary
- Deal with difficult individuals in a professional, calm, attentive, and firm manner
REQUIREMENTS:
- Knowledge of, and firm commitment to, the teachings of the Church regarding marriage
- A firm commitment to the administration of justice with charity in the Church
- Ability to maintain confidentiality
- Knowledge of, or willingness to learn, the canon law that is relevant to the work of the Tribunal
- Knowledge of Microsoft with strong Word and Excel skills
- Excellent analytical skills, verbal and written communication skills
- Good organizational skills
- Ability to transcribe recorded testimony, or willingness to learn this skill
- A courteous manner and sensitivity to the needs of those who approach the Tribunal
- Flexibility and willingness to assist others in the office
- Knowledge of Spanish and/or other languages a plus
- Strong computer skills are required
Interested candidates should send a cover letter and resume to: JaneAnn.Sargia@archny.org
Associate Director of Production
Job Description
Created October 2021
Purpose of the Position:
The Associate Director of Production (ADP) is responsible for planning, leading, and providing support for all event and technical aspects for a wide range of shows and events held in the Sheen Center venues and ancillary spaces. This position participates at every stage of the process from evaluating an event’s logistics and financials, coordinating work across multiple departments, generating clear communication to execute the event, to ensuring that the event runs successfully. Extensive collaboration with other organizational departments is essential. Recruitment and Leadership of production staff is required.
Reports to: Director of Programming and Event Operations of the Sheen Center
FLSA Status: Exempt
Desired Candidate Characteristics
The ADP shall have creative energy, global vision, an entrepreneurial spirit with broad experience in theater, event and film/tv production and have extensive industry contacts. The ADP must be a visionary leader with exemplary interpersonal communications, organizational, technical and planning skills including the ability to handle multiple projects simultaneously with the ability to be flexible, a team player and effectively adapt to change. The ADP must have the ability to work independently as well as collaboratively with demonstrated experience as a self-directed manager who can produce results. As with all staff positions, candidate should be in strong alignment with Sheen Center mission and goals.
Principal Responsibilities:
- Supervise and coordinate all production and set-up/ strike requirements for all events held in Sheen Center facilities.
- Recruit, hire, train and supervise all production staff ensuring staff establishes and maintains positive working relationships with other staff as well as a positive working relationship with clients. Identify and secure temporary stage labor vendors as needed.
- Maintain the inventories, repair and safety of all equipment and train staff on the set-up and safe operation. Coordinate with Executive Director and Facilities Manager the maintenance and improvement of all facilities and equipment.
- Assist with budget preparation and monitoring for areas of responsibility. Prepare reports as requested and manage cost analysis and production estimates for events.
- Serve as safety officer for events with primary responsibility in the production areas maintaining physical and fire safety and Covid compliance.
- Collaborate across the organization to promote interdepartmental planning, communication, and innovation that supports powerful and profitable multidisciplinary and interfaith programming.
- Other duties as assigned.
Education and Experience:
A Bachelor’s degree in a relevant field with a minimum of 5-7 years previous work experience that includes substantial event experience and extensive industry contacts. Demonstrated experience in event and facility operations including safety best practices and basic proficiency in lighting, sound, video and rigging. . Must hold and maintain within thirty days of employment a valid NYC Fire Guard (F-03) and Theatre and Live Performance Covid Compliance Officer certificate.
Working Conditions:
Fast paced and hands-on environment with flexible hours including required nights and weekends.
Interested candidates should send a cover letter and resume to: David.DiCerto@sheencenter.org
Position Description
Reporting to the Director of Parish Finance, this position supports the activities and functions of the Office of Parish Finance. This role supports the director in the day to day tasks and objectives of the office through financial analysis, research and the interaction with the Associate Directors of Parish Finance working in the field. This position will also serve as a liaison with other offices in the Catholic Center to assist the director in the management of the office
Responsibilities and Duties
- Manage and support the activities, correspondence and issues being addressed by the Office of Parish Finance to ensure that responses are addressed on a timely basis.
- Assist the director in the management of the Associate Directors of Parish Finance, including tracking open items and matters identified at the parishes through the weekly reports and other communications ensuring that items are completed, documented and closed out.
- Provide financial analysis of parishes, schools and cemeteries. In addition, create and provide trend analysis and schedules to support meetings in the Catholic Center (including parish issues). Provide written analysis to convey findings out of the review of the parish’s financial trends.
- Provide updates and reports on the performance of parishes, through budget variance analysis and explanations for significant variances.
- Draft memos summarizing analysis to assist in the decision making process.
- Draft letters and other correspondence replying to letters to the Vicar General (“VG”) and Chief Financial Officer (“CFO”) from pastors.
- Coordinate with the Archdiocesan Director of Facilities and the Associate Director of Capital Projects to ensure issues arising through the Go/Stop meeting and RFA’s are addressed on a timely basis.
- Property sales and lease transactions – assist the associate director in the Office of the CFO in the allocation of sale proceeds from property sales. For parishes that lease buildings, provide analysis of the financial condition of the parish and suggested solutions regarding the allocation of lease revenue.
- Assist the director in the management of the PAC loan repayment plans, payment of outstanding consolidated bills, Renew & Rebuild outstanding loans, Parish School Restricted Renovation Accounts loans and deposits.
- Assist and provide support to the Associate Director of IPF in the day to day activities of the IPF Office, including preparation for IPF board and sub-committee meetings.
- Manage and run business administration courses for parish personnel and clergy to ensure the continued training in the financial policies and procedures to assist them in the administration of parishes.
- Assist the VG and CFO for special projects.
Qualifications
- Bachelor’s Degree in Accounting or equivalent work experience
- Bilingual Spanish/English is strongly preferred
- Proficient in the use of Microsoft Windows, Word and Excel systems.
- Must be a self-starter, possess leadership qualities. Possess the ability to work independently with minimal supervision.
- Demonstrate strong oral and written communication skills.
- Strong interpersonal skills and work experience.
Interested candidates should send a cover letter and resume to: Theresa.Bellaby@archny.org
Archdiocese of New York
Employee Benefit Connections Office
Health & Welfare Coordinator
October 2021
Overview:
The Employee Benefit Connections Office (EBC) maintains the functional integrity and database accuracy of the Lawson Benefit Administration System. The position of Coordinator will focus on providing superior customer service to members of the organization. This position is deemed sensitive and agreement to absolute confidentially is required.
Reports to:
Director, Benefits Office
Summary:
The position of Coordinator will focus on processing and updating benefits data for employees of all participating institutions within the Archdiocese of New York using the Lawson Data Base management.
Duties and Responsibilities:
- Review all new hire data and amendments to ensure accuracy.
- Enter employee benefit data using the Lawson, United HealthCare and CVS/Health database systems.
- Handle high volume work flow during peak period.
- Process billing adjustments to monthly consolidation invoice.
- Handle distribution of monthly Coverage Continuation Right Letters and Health Exchange Notifications.
- Maintain a timely response rate to inquiries according to office standards.
- File data and perform other duties as assigned
Knowledge/Skills Abilities:
- Two-year college degree
- Minimum 3 – 5 years’ relevant experience
- Excellent customer service skills
- Highly proficient in Lawson HRIS preferred
- Multitask effectively during peak time and exercise patience and professionalism at all times.
- Excellent interpersonal, communication skills; written and verbal.
- Strong Team Player
- Proficient in Microsoft Word Suite
Interested candidates should send a cover letter and resume to: Cynthia.Figueroa@archny.org