Open Position: Operations and Membership Coordinator

About Confluence:

Confluence Philanthropy is a non-profit, membership-based association of foundations, high net worth investors and their investment advisors who collaborate in Mission-Related Investing (MRI): the process of integrating investment strategy with social and/or environmental goals. Confluence Members represent a combined $3.5 trillion in assets under management, with more than $70 billion designated as philanthropic capital. Members are committed to full mission alignment when prudent and feasible. Based in the United States, Europe, Latin America, Canada and Puerto Rico, our members collectively invest around the world.

We are looking for a fun, flexibly minded, detail-oriented Membership and Operations Coordinator to support our Operations Director and other senior staff in our downtown Oakland office. This contract position starts at $30/ hr 20-30 hours per week, with the possibility of moving to full-time. Please be someone ready to do the important little things that every thing else depends upon.

This position is ideal for entry level candidates interested in nonprofit office management, finance, and event planning, or returning-to-work professionals seeking to support a talented team with an inspiring mission.

Hire Type: Contract-based, 20-30 hours weekly.

Membership Management Responsibilities

• Membership Account Management: Manage new member intake, renewal and data entry through our client management system (NeonCRM). Maintain marketing and communication lists. Prepare monthly membership reports to support team strategies.
• Finance Administration: Accurately process bills and payments. Process expense reports and follow-up on needs with staff. Manage vendor accounts. Address billing issues with tact and clarity. Support the annual audit.
• Conference Planning: Assist with logistics for conferences, forums and other events, including registration, preparing and producing onsite materials and offering general logistical support.

Operations Responsibilities

• Office Management and Administrative Assistance: Maintaining office systems, respond to inquiries and communications, general office management and upkeep, manage the conference room and set-up for meetings.

Essential Skills

• Reliable, fun attitude with the ability to work in a small team environment.
• Ability to accuracy execute detailed multi-step tasks with clear organization and process, and attention to detail.
• Ability to manage and prioritize requests and coordinate work with multiple team members and contractors.
• Clear, efficient written and oral communication.
• Ability to perform under pressure, with patience and a sense of humor.
• Competency with Microsoft Outlook, Word, Excel and PowerPoint.
• Interest in developing or increasing competency with client management systems (CMS), non-profit accounting and communication systems.
• Excitement and dedication to our mission.
• A high level of discretion for both professional and personal affairs.

Other Desired Skills

• College degree in non-profit management, small business, communications, or experience equivalent preferred.
• Prior experience in an administrative role in a professional office setting preferred.
• Familiarity with accounting terminology, non-profit financial statements and QuickBooks desired.
• Experience with client management systems a plus, including NeonCRM.

Reports to: Operations Director

Location: All work must be performed during business hours in our office in Downtown Oakland, California

BENEFITS

LEVEL OF LANGUAGE PROFICIENCY

PROFESSIONAL LEVEL

Entry level

MINIMUM EDUCATION REQUIRED

2-year degree

To Apply