Duties and Responsibilities

• Provides administrative support to the executive leaders of the Ron Blue Institute (RBOI) for Financial Planning
• Provides administrative assistance support to the RBI leadership team including, typing, copying, answering phones, coordinating appointments, taking messages, planning events, planning Board of Managers meetings, correspondence, handling incoming and outgoing mail, and distribution of books and materials
• Take minutes for weekly RBI team meetings, Board of Manager Meetings, and other key meetings such as with publishers, obtaining approvals, and correspondence as per the direction of the leadership team
• Receives telephone inquiries, determines nature of business, and tactfully answers operational questions or knows where to direct these inquiries for timely answers and solutions
• Creates systems for communicating with all clients (various levels); systematic, intentional, strategic
• Assists in the creation and management of a system for the distribution of all marketing materials
• Supports the development brochures, website pages, flyers, and email blasts
• Supports the management of social media accounts
• Edits manuscripts, executive leadership board reports, proposals, grants, letters, research papers, white papers, and other pertinent documents
• Processing invoices, budget transfers, accounts payable, expense reports, reimbursements and other financial matters
• Work with the Indiana Wesleyan University offices responsible for budget, payroll, IT, marketing, and communication and other offices in order to meet all assignment deadlines, policies/practice, etc.
• Organizes and maintains all office files (physical and digital) related to the overall administration of the Institute
• Assumes such other duties as may from time to time be assigned by the Leadership Team
• Some increased hours may be required a few weeks of the year (i.e., Kingdom Advisors Conference in February, RBI Board Meetings in May and November)

Qualifications: According to Indiana Wesleyan University employment policy all employees must possess a strong Christian commitment and adhere to the standards outlined in the IWU Community Lifestyle Statement.

Education

• Associate or Bachelor's Degree preferred

Experience & Required Skills

• Ability to collaborate and cooperate with people and office materials
• Ability to organize and manage systems and projects
• Financial accounting
• Excellent interpersonal skills
• Excellent written and oral communication
• Familiarity and above average skills with Microsoft Office Suite programs
• Database management
• Pleasant phone presence
• Accuracy and attention to detail
• Critical thinking and problem solving
• Ability to meet deadlines
• Abiliyt to work independently and interdependently

Diversity Statement

IWU commits to create a community that reflects kingdom diversity. We will foster an intentional environment that exhibits honor, respect, and dignity. Acknowledging visible or invisible differences, our community authentically values each member’s earthly and eternal worth. We refute ignorance and isolation and embrace deliberate and courageous engagement.

LIMITATIONS AND DISCLAIMER

As a religious educational institution operating under the auspices of The Wesleyan Church, Indiana Wesleyan University is permitted and reserves the right to prefer employees on the basis of religion (42 U.S.C., Sections 2000e-1 and 2000e-2).

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. Employees will be required to follow other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.