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| Overview |
| WORKING TITLE
Administrative Coordinator
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PERCENT OF FULL
50
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DEPARTMENT/PROJECT OVERVIEW
UCSD Retirement Resource Center Administrative Assistant
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POSITION
OVERVIEW
*Serve as the initial customer service contact for Retirement
Association Member Services, in-person, via phone, email and
mail
*Process and fulfill new and renewing membership applications
via mail, email and phone
*Enter and update membership data
*Generate reports for membership tracking
*Prepare and mail membership packets
*Update information on both the Emeriti and Retirement
Association web pages using Cascade Server Web Manager
* Update information on both the Emeriti and Retirement
Association Google events calendars.
*Prepare and send regular membership renewal, upgrade and
fulfillment mailings
*Assist in planning and executing events and membership drives
in support of the membership function
*Develop and complete various administrative projects using word
processing and Microsoft Excel and Access skills
*Assist with special projects and reports as assigned by
supervisor.
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SPECIAL
CONDITIONS OF EMPLOYMENT
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EMPLOYEES
DIRECTLY SUPERVISED: Name, Payroll Title, Job Description #,
Status (career, casual, student), %Time
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EMPLOYEES
SUPERVISED THROUGH OTHERS: Name, Payroll Title
|
| For use only by
Department HR Contact |
| IS BACKGROUND
CHECK REQUIREDNo
|
IS C.O.I.
DISCLOSURE REQUIRED
No
|
| IS PRE-PLACEMENT
PHYSICAL REQUIREDNo
|
(Dept only)
REQUESTED HEERA
All Others, Confidential
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(Central HR
only) APPROVED HEERA
All Others, Confidential
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FUNCTIONS WITH CORRESPONDING TASKS |
|
FUNCTION
NAME
(1.) Customer Service: Phone and walk-ins |
%TIME
25% |
ESSENTIAL
True |
TASKS
Serve as the initial customer service
contact for Retirement Association Member
Services, in-person, via phone, email and
mail.
|
|
|
FUNCTION
NAME
(2.) Data base entry and coordination |
%TIME
25% |
ESSENTIAL
True |
TASKS
Enter and update membership data into three
databases for two organizations.
Generate reports for membership tracking for
both organizations.
|
|
|
FUNCTION
NAME
(3.) Membership Coordination |
%TIME
20% |
ESSENTIAL
True |
TASKS
* Process and fulfill new and renewing
membership applications via mail, email and
phone
* Prepare and mail membership packets.
* Prepare and send regular membership
renewal, upgrade and fulfillment mailings
|
|
|
FUNCTION
NAME
(4.) Event coordination |
%TIME
10% |
ESSENTIAL
True |
TASKS
* Assist in planning and executing a wide
variety of special events (e.g. educational
seminars, interest groups, fellowship and
networking events, membership outreach
events.
* Assist with all logistics for event
planning: 1) venue, 2) catering, 3) RSPV
lists, 4) name tags, 5) programs, 6)
advertisements, etc. |
|
|
FUNCTION
NAME
(5.) Marketing assistance |
%TIME
10% |
ESSENTIAL
True |
TASKS
* Update information on both the Emeriti and
Retirement Association web pages using
Cascade Server Web Manager
* Update information on both the Emeriti and
Retirement Association Google events
calendars.
* Assist with the development and
preparation of newsletters, flyers and
brochures. |
|
|
FUNCTION
NAME
(6.) General Administrative Assistance |
%TIME
10% |
ESSENTIAL
True |
TASKS
*Develop and complete various administrative
projects using word processing and Microsoft
Excel and Access skills.
* Assist with banking duties such as making
deposits and transfers.
* Assist with special projects and reports
as assigned by supervisor. |
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KNOWLEDGE, SKILLS, AND ABILITIES |
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RELATED FUNCS: |
DESCRIBE KNOWLEDGE, SKILL, ABILITY: |
IMPORTANCE LVL: |
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