Gifts and Records Administrator

University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn’s distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America’s Best Large Employers in 2023.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

Posted Job Title

Gifts and Records Administrator

Job Profile Title

Gifts/Records Administrator

Job Description Summary

This position reports directly to the Associate Director of Gifts Accounting, Administration and Records and ensures GAA&R provides timely, accurate, and courteous service to DAR staff and members of the Penn community. The Gift and Record Administrator will handle data projects and oversees multiple data systems used to update and maintain data integrity in DAR’s constituent database of alumni and friends.

Job Description

Case Management - in cooperation with other team members, review, manage and oversee daily requests; review and process batches of data for various file feeds including MyPenn, Online Giving, U.S. Postal Service National Change of Address updates, survey data, and other update projects via the Batch Review and Import Tool (BRIT). Review data for consistency, format, and accuracy. Look for systematic and human errors and work with the Associate Director to enhance data integrity processes. 

Creates and/or modifies records in Compass, the database of record for Development and Alumni Relations. Create new records as needed for bank wires and Automated Clearing House (ACH).

Responsible for all Development and Alumni Relations mail for the FMC building; includes proper distribution of mail to staff and units, includes proper identification of units on all mailboxes, and handles the coordination of all outgoing and incoming mail from various entities such as Penn Mail Service and USPS. Handles returned mail, includes timely and accurate data analysis and updating profiles with the utmost attention to detail.

Assists both DAR staff and alumni with accessing and using MyPenn, the directory for Penn alumni. Provides customer service and helps troubleshoot issues for alumni by working closely with various Penn personnel including the University Registrar, Information Systems and Computing (ISC), Wharton Computing and External Affairs, and internal staff. This responsibility requires significant external client interactions with alumni, donors, and volunteers.

Assists with routine daily responsibilities of DAR Records. Assists with special projects as determined necessary through data analysis or quality control reports. Creates and/or modifies records in Compass.

Assists with testing and implementing enhancement projects for Compass and creating and updating procedures and policies.

Works closely with Gifts Accounting & Administration and performs gift processing during peak periods.

Answers phones and provides excellent customer service; requires significant external client interactions with alumni, donors, and volunteers.

Must be punctual, demonstrates initiative, works collaboratively and with self-accountability. Must provide excellent customer service.

This position is required to work during Winter Break and Alumni Weekend. Assistance with Homecoming is optional. 

The work hours are Monday – Friday 9:00 a.m. to 5:00 p.m.

**Please provide a resume and cover letter in order to be considered for this role. Please upload all documents in the “Resume/CV” section of the application prior to submitting.**

Qualifications:

High School diploma and 3-5 years of experience in related functions or equivalent combination of education and experience required, preferably in advancement, development, or alumni relations.

Ability to communicate effectively and professionally, both verbally and in writing. Ability to handle confidential information appropriately. Highly organized and detail-oriented with high level of initiative, commitment to follow through, and willingness to assume responsibility. Demonstrated ability to manage and prioritize projects in a timely, effective manner. Ability to handle high volumes of work. Detail-oriented; self-starter. Ability to work effectively as part of a team and encourage others to collaborate. Enthusiasm for providing the highest level of service. Must demonstrate the ability to provide excellent customer service to a diverse group of alumni, development officers, and other professionals. Must be able to manage multiple daily tasks while working quickly, accurately, and independently. 

Demonstrated ability with Microsoft Office 365 Suite including Word, Excel, Outlook, and PowerPoint. Comfortable using remote work platforms such as Microsoft Teams and Zoom. Experience with relational databases and functionality, as well as Salesforce and LexisNexis, preferred.

Ability to staff events as needed.

Job Location - City, State

Philadelphia, Pennsylvania

Department / School

Development and Alumni Relations

Pay Range

$17.98 - $21.88 Hourly Rate

Salary offers are made based on the candidate’s qualifications, experience, skills, and education as they directly relate to the requirements of the position, as well as internal and market factors and grade profile. 

Affirmative Action Statement 
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements 
Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

University Benefits

• Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family’s health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.

• Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.

• Retirement: Penn offers generous retirement plans to help you save for your future. Penn’s Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.

• Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family—whatever your personal needs may be.

• Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you’re newly hired, you won’t have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.

• Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That’s why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.

• Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.

• University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University’s libraries and athletic facilities, or visit our arboretum and art galleries. There’s always something going on at Penn, whether it’s a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you’re right in the middle of the excitement—and you and your family can enjoy many of these activities for free.

• Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.

• Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.

• Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.

• Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.

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To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay