Reports directly to InBIA’s President & CEO responsibilities supporting InBIA’s efficient delivery of customer benefits (membership, convening, & training) in a manner that meets organizational goals and customer expectations.
- Tracking and processing memberships in InBIA to include the onboarding and renewing of memberships, maintaining member databases and providing reporting.
- Creating custom invoices and e-commerce forms, processing vendor registrations and issuing W-9s.
- Handling customer inquiries and resolving payment issues in a timely fashion.
- Collecting and processing incoming mail to include the depositing of customer payments.
- Processing, tracking and collecting customer payments for services purchased on credit.
- Initializing electronic payments and wire transfers to vendors and subcontractors.
- Liaising with company’s accountant to process company credit card transactions.
- Tracking all assets of the organization to include computers, office equipment, furniture and publication inventories.
- Liaising with company’s subscriptions.
- Maintaining and renewing organizational documents to include registrations and certifications for general operations and convening, vendor contracts and insurance policies.
- Processing of publication purchases and maintaining of an inventory of InBIA publications.
- Administering various cloud-based services to include Asana, Zoom and T-sheets.
- Providing administrative support for InBIA convenings and trainings.
- Performing other related duties as required.
- Thorough knowledge of Microsoft Office (Outlook, Word, PowerPoint, Excel)
