Job Description
WREA Financial and Membership Facilitator—July 2023
Office Administration:
· maintain confidentiality of membership records and other WREA business
· proficient in Word, Excel, Outlook, Power Point and Cloud based receptacle
Financial:
· assist Executive Director and WREA Treasurer with budget development for the WREA and the WREA Foundation
· responsible for maintaining financial records for the WREA and the WREA Foundation
· prepare both the WREA and the WREA Foundation monthly report
· prepare both the WREA and the WREA Foundation budget worksheets
· work with the WREA and the WREA Foundation treasurers to review investments
· prepare both the WREA and the WREA Foundation bank deposits
· reconcile both the WREA and the WREA Foundation bank statements
· assume primary responsibility in facilitating both the WREA and the WREA Foundation annual compilation
· post, record and mail receipts for all donations, memorials, legacy funds and special foundation project activities
· prepare backup of both the WREA and the WREA Foundation Quick Books system after posting
· responsible for Accounts Payable and Receivable
Communication/Information/Reports/Correspondence:
· respond to emails, mail and phone calls, when appropriate
Membership:
· work with membership chairs and treasurers to resolve dues issues
· maintain YourMembership records
· responsible for membership records: posting of new members, entering names of retirees, change of address, dues payments and membership status
· verify AMBA members
Convention:
· responsible for event registration of participants, host unit volunteers, vendors, guests, delegates/alternates, tours and meals
Spring District Meetings:
As an employee of the WREA, the Financial and Membership Coordinator will perform other duties as assigned.
H:\WORD\Job Descriptions\2023 07 17 Financial and Membership Coordinator Job Description.doc
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