Job Description 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:
- responsible for event registration of participants
As an employee of the WREA, the Financial and Membership Coordinator will perform other duties as assigned.
H:WORDJob Descriptions Financial and Membership Coordinator Job Description.doc
