Financial and Membership Facilitator

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