Membership and Administrative Coordinator

The Social Investment Forum, the US membership association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing, seeks a membership and administrative coordinator.

The Social Investment Forum (SIF) and its 300 plus members advance investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact. Our vision is a world in which investment capital helps build a sustainable and equitable economy.

SIF's members include investment management and advisory firms, mutual fund companies, research firms, financial planners and advisors, broker-dealers, banks, credit unions, community development organizations, non-profit associations, and pension funds, foundations and other asset owners. SIF members practice SRI through methods such as portfolio selection analysis, shareholder advocacy and community investing.

SIF has a staff of 6, works with several key consultants, has an active and engaged board of directors, and a budget of $1,000,000. We are in a stage of expansion and growth. Please see our website.

Position Overview:

The ideal candidate will be a motivated self-starter with strong organizational skills and a commitment to teamwork and member service. The position will be on an 80 percent schedule (equivalent to 4 days a week) and is therefore especially suitable for candidates who seek a slightly reduced work week but with benefits such as paid vacation, a retirement plan and employer-subsidized health insurance.

As a member of the SIF staff, you will be part of a dynamic, entrepreneurial, collegial organization that has a rising profile in educating investors, policymakers, the media and the general public about sustainable and socially responsible investing.

Responsibilities:

Membership Management:

• Create and manage the annual renewal schedule through member mailings, faxes, e-mails, and special appeals.
• In coordination with SIF management and membership recruitment consultant, send membership and event invitations to, and answer questions from, prospective members.
• Manage listing updates for the online and print versions of SIF Membership Directory.
• Update and maintain member records in Avectra membership database and QuickBooks accounting software.
• On a monthly basis, report to SIF management and on the progress of renewals, new members and other membership-related activities.
• Serve as the liaison to the Membership Committee of the SIF board.
• Prepare memos approximately four times a year for the SIF board on the status of membership renewal and recruitment initiatives against annual goals.

Membership Services:

• Handle all routine membership communications, including calls, e-mails, faxes and mailings (including welcome packets).
• Generate invoices for new members as requested or needed.
• Explain enrollment procedures and benefit programs and answer benefits questions throughout the year.
• Track and send all special orders for publications throughout the year.
• Coordinate SIF mailings as needed, including annual packets for the board nominations process and election.
• Maintain and update listings on SIF members-only electronic discussion lists.
• Work with SIF management on initiatives to enhance membership benefits.
• Conduct one-on-one telephone outreach to SIF members to ascertain satisfaction levels and suggestions regarding SIF membership.
• Assist with updates to SIF's printed and online membership materials.
• Manage production of SIF membership directory, including acquiring listing information, developing content pages, and intensive proofing of the publication before being sent to a printer.
• Plan several membership receptions annually in coordination with SIF member firms around the country.

Financial Bookkeeping:

• Working with bookkeeper, enter invoices, check requests, bills and credit card receipts into QuickBooks, as needed.
• Mail deposits to the bank.

Office Administration and Related Duties:

• Serve as SIF's receptionist and office greeter for any guests.
• Track inventory of supplies and order office supplies as needed; maintain overall office order.
• Compile agendas for regular SIF staff meetings.
• Assist with support and logistics for conferences produced or co-produced by SIF.
• Assist with support and logistics for board meetings and board mailings as well as other mailings.
• Fulfill and track publication orders.
• Provide logistics and administrative support for other SIF staff.
• Handle other administrative tasks that may arise.

Qualifications:

The ideal candidate will have the following traits and qualifications:

• A 4 year college or associate's degree .
• Work experience with a membership association (preferred, but not required)
• Experience with Avectra or other membership management software (preferred, but not required)
• Introductory knowledge of Quickbooks or other accounting software
• Well organized with attention to detail
• Interest in socially responsible investing and corporate social responsibility
• Collegial attitude; enjoys working as part of team, but also willing and happy to work independently
• Desire to be part of an organization moving to a new stage of development

Compensation:

• Salary of $28,000 to $30,000, depending on experience
• 12 days of paid vacation, plus 2 personal days
• 401K plan with employer contributions
• Employer-subsidized health and dental insurance
• Metro smart benefits, disability insurance and flexible spending account.

To Apply: 

Please send a cover letter and resume by Wednesday, September 15.

SIF is an Equal Opportunity Employer and does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, sexual orientation, nationality, age, or any other characteristic protected by law.