Staff Assistant to Associate VP Organizational Performance & Business Operations Alumni Engagement

Staff Assistant to Associate VP Organizational Performance & Business Operations Duke Alumni Engagement and Development

Occupational Summary

This position supports the Associate Vice President (AVP) of Duke Alumni Engagement and Development (AED) who is responsible for the following areas: Business Intelligence, Human Resources, Finance, Talent Development, Operations/Facilities.  This position supports the AVP in all manner of miscellaneous office functions, with a particular emphasis on managing projects that impact assigned departments as well as AED policies and procedures. This position also provides calendaring and administrative support for the AVP. This position is responsible for tracking the budget for the Organizational Performance and Business Operations team, which includes processing invoices, creating purchase orders, and clearing corporate card charges and other expenses. This position requires the ability to apply knowledge and skills to resolve diverse and complex non-routine administrative problems independently and with others as required, while exercising discretion in handling confidential, sensitive and timely information. This position has no direct reports.

Work Performed

Administrative Support

• Schedule and coordinate arrangements for supervisor’s very complex calendar, establishing appointments and meetings for supervisor; attend meetings to take minutes, provide information and serve as a resource person; interview callers; answer questions concerning departmental or divisional activities and transmit instructions and/or information to and from staff members.
• Provide administrative support to the AVP. Help schedule and plan for staff meetings, retreats and other team activities. Duties include scheduling and coordinating the preparation of presentations and materials, taking and posting minutes and meeting follow-up.
• Control and maintain divisional or departmental files of records, reports and correspondence required for reference and efficient operation of division or department; insure maintenance of up-to-date management and procedural manuals, directives and related records

Serve as Transactional Initiator for Associate Vice President and Associated Budgets

• Participate in required trainings and become proficient in SAP, Duke G/L accounts, SAP journal entries, online check requests, Buy@ Duke, AP check requests, Purchase Orders, SAP account reconciliation, Concur.  Repeat classes as necessary.
• Process invoices / expenses on behalf of department for budgeted projects, programs, events and activities.  Utilize the following to process these transactions:
• Buy@Duke – Create shopping carts to set up purchase orders
• Online Check requests – Pay invoices with online check request
• Concur – Corporate Card Charges – Submit all concur expense reports through the workflow by required deadline (10 days prior to the 15th duke date of each month)
• Perform account reconciliation activities
• Confirm that all expenses charged to departmental cost center belong to your department and are charged to the correct general ledger. This is done by: reviewing expenses on SAP R/3, creating and processing journal vouchers if expenses need to be corrected, uploading your fiscal year reconciliation packets to Box AED folder, perform all these duties for your designated cost center, and cross cover for other cost centers as requested. 
• Serve as a mentor to other AED Transactional Initiators
• Participate in educational retreats and meetings as requested by AED Finance.

Other Financial Duties:

• Develop budget projections and recommendations by considering anticipated and past expenditures and advise the AVP on budgetary standing and issues. Reconcile budget and verify expenditures monthly with AVP and Directors. Develop and maintain tracker for departmental expenses.
• Prepare and manage vendor (search firm and consulting) contracts in accordance with university procedures and in collaboration with project leads. Ensure timely processing and payment of vendors in compliance with university procedures. Collect, record, and prepare expense reports in Concur for the Operations Engagement team.

Other Special Projects

• Lead other special projects on an ad hoc basis that will be of a complex and confidential nature.

Performs other related duties incidental to the work described herein.

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.

Skills:

• Microsoft Office
• Microsoft Word  
• Excel
• Zoom
• PowerPoint

Behavioral Competencies:

• Attention to detail
• Planning, Prioritizing, and Multitasking
• Providing Excellent Customer Service
• Express Ideas Orally and in Writing
• Initiative

Work requires a broad knowledge of clerical and accounting principles and practices normally acquired through two years of post-secondary education in secretarial science or a related business field.

Work generally requires four years of related secretarial/clerical experience to acquire skills necessary to administer complex office functions related to office management, communications, and budgetary/accounting activities or an equivalent combination of education and relevant experience..

Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.