Stewardship Associate

The Stewardship Associate assists with various functions needed for the administration of the parish as related to Stewardship. Responsibilities include bookkeeping, maintaining parish census and revenue records, assisting with the preparation of parish payables and maintaining payables records.

Major Responsibilities:

Maintain Parish Revenue Records:

• Maintain parishioner membership database for accurate recording and communication
• Prepare deposit of all parish revenues weekly
• Assure all parish revenues are accurately counted and allocated properly
• Maintain, record and reconcile all parishioner contributions weekly, including electronic contribution initiation and transmission (i.e. ACH and WeShare)
• Prepare and distribute year end parishioner’s contribution statements
• Maintain non-parishioner giving information files
• Collect and record annual Stewardship responses/commitments letters

Prepare Parish Payables and Maintain Payables Records

• Enter invoices and payment requests in accounting system for payment
• Prepare checks for payments due
• File and maintain accounts payable reports and documentation of payments

Administration

• Prepare letters, statements, manuals and other communications as needed for the Director of Administrative Services or Finance Committee
• Supervise weekly Stewardship mail, collection counting, deposits and all account data entry. 
• Implement the Stewardship Mailing every other month with support from Director of Administration
• Provide assistance to other parish office staff, including answering phones, attending to walk-ins and cover basic duties when necessary
• Provide occasional payroll back up when needed.
• Guided by the rules and regulations as contained in the local policies or as prescribed in other official ways, as well as the policies and regulations of the Archdiocese of Milwaukee Office of Parish Finances.
• Maintain Archival records – label/file – in conjunction with Director of Administration and according to Archdiocese Record Retention Schedule. 

Qualifications

Education:  High School Diploma or equivalent; Associates degree in business or accounting preferred. 

Experience: Two years basic bookkeeping /business administration/finance 

Skills/Abilities: 

• Strong computer and software skills including Microsoft Office (Excel in particular) , ADOBE, OneNote and church database platforms a plus. 
• Good written and oral communication skills/comfort with explaining donations/processes to parishioners (ACH/online giving platforms) 
• Possesses high organizational and time management skills/detail oriented
• Able to work independently and in cooperation with staff and volunteers
• Excellent customer(parishioner) services skills

Working Environment:

• Must understand the sensitive and public profile nature of the work of the church. Will adhere to the highest standards of good practices and confidentiality. Must be proactive in support of the church’s mission statement, goals, policies and programs. Flexibility in work schedule and work styles is expected given the nature of a family centric parish.

Work Schedule/Location:  This role is fully on-site; 20 hours/week.  Office hours are M – Thurs from 8:30 AM – 4:00 PM. The 20 hours must be scheduled during these times.   This role involves sitting at a desk utilizing a computer for the majority of hours worked.  Ability to lift 20 lbs., squat/bend on occasion.