Job Opening ~ Executive Administrative Assistant

Tri-County United Way

Improve lives by mobilizing the caring power of communities.

Communities where all individuals and families achieve their human potential through education, financial stability, and healthy lives.

Do you care about your community?  Do you want to use your skills and talents to improve your neighbors’ lives?  Do you need flexibility to focus on the priorities in your life?  Are you experienced in office management, website management, CRM, QuickBooks, and/or reporting?
Tri-County United Way is looking for the right person to fill this exciting new part-time role!  Please apply on Indeed including a cover letter and resume. 

Application deadline is April 10, 2023


Executive Administrative Assistant Job Description

Position:  Executive Assistant
Status:  Non-Exempt Position
Hours:  Part-time, 5 - 15 hours per week (average 10), flexible schedule to start
Core Function:  Support the Executive Director in achieving the Mission and Vision of Tri-County United Way
Reports To:  Executive Director
Direct Reports:  None

Primary Responsibilities: Enhance Tri-County United Way’s effectiveness by supporting the Executive Director with all duties assigned. Manages our relationship with our vendor UPIC Solutions by submitting donor and financial information in a timely and accurate manner. Must have the ability to work well with staff, volunteers, donors, Community Stakeholders, and vendors. Sensitivity to confidential information is required.   
Specific duties, including but not limited to:

  • Maintain donor data base in CRM Lite by submitting all donor information to UPIC Solutions
  • Maintain financial information via QuickBooks by submitting all financial data to UPIC Solutions
  • Submit all bills to in an efficient manner to ensure they are paid on time
  • Keep all accounts up to date and ensure they properly reflect the Tri-County United Way name
  • Pull data from CRM Lite and QuickBooks, preparing reports, presentations, and correspondence as directed by the Executive Director
  • Communicate with the Community via phone, mail, email, and our website as needed
  • Assist the Executive Director with donor campaigns as directed
  • Pick-up mail at the Marinette Post Office 1 - 2 times per week and process at Tri-County United Way office in Peshtigo
  • Deposit cash/checks at local bank weekly
  • Maintain and update website as necessary
  • Manage office, including, but not limited to, oversight of phone system, office keys, ordering supplies, cleaning, etc.
  • Participate positively in the major events of Tri-County United Way, including leadership and donor recognition events and similar gatherings.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Associate degree or bachelor’s degree preferred, or minimum of five years’ experience in a similar position
  • Willingness to work varied hours including evenings and weekends as needed, however, will have flexibility to schedule most of their hours
  • Knowledge of the Tri-County communities
  • A passion for service to the Community

Computer Skills
Knowledge of basic computer hardware and software applications including email, social media, websites, internet, QuickBooks, and CRM. Must be proficient in Microsoft Office. Experience supporting or working for a 3rd party CRM and/or QuickBooks service provider is a plus.

Supervisory Responsibilities

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include: close vision, distance vision and ability to adjust focus.  While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers to handle, or feel; reach with hands and arms; talk and hear

Other Requirements:

  • Valid driver’s license
  • State compliant vehicle insurance
  • Ability to be individually bonded
  • Ability for some travel


Salary:  $15 - $19 per hour based on experience – Approximately 10 hours per week to start

Benefits: Flexible hours and working locations.  Travel reimbursement.

Tri-County United Way is an Equal Opportunity Employer.

Additional Tri-County United Way Expectations:

  • Core Competencies.
  • The position must model the competencies expected of all United Way staff:
  • Mission Focused. Employee’s top priority is to create real social change that leads to better lives and healthier communities. This drives employee performance and professional motivations.
  • Relationship Oriented. Employee understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
  • Collaborator. Employee understands the roles and contributions of all sectors of the Community and can mobilize resources (financial and human) through meaningful engagement.
  • Results Driven. Employee is dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
  • Brand Steward. Employee is a steward of the United Way brand and understands his/her role in growing and protecting the reputation and results of the greater network.

Cores Values

  • The position must model and support the values of the organization:
  • Commitment to Community Success. Make a positive difference and have a measurable impact of enduring consequence.
  • Leadership. Provide strong leadership and act as a catalyst for promoting positive change in our Community.
  • Inclusiveness. Aspire to involve every segment of the Community in every aspect of work.
  • Integrity and Accountability. Act with integrity that justifies trust.
  • Innovation. Value innovation in Community building to affect positive change.


  • To perform the job successfully, an individual should demonstrate the following behaviors:
  • Attendance/punctuality: Is consistently at work and on time; ensures work responsibilities are covered when absent; and arrives at meetings and appointments on time.
  • Relationship Building: Strong relationship building skills and ability to work effectively with Tri-County United Way donors, volunteers, agencies, and Community representatives.
  • Communication: Excellent verbal and written communication skills, with the ability to effectively communicate in a variety of ways. Strong interpersonal communication skills.
  • Ethical: A commitment to professional ethics and ability to handle sensitive and confidential information.
  • Teamwork: Ability to interact with internal & external clients.
  • Planning/Organizing: Good organizational skills with an ability to prioritize multiple tasks. Strong project management skills.
  • Flexibility: Ability to adjust to unexpected assignments, difficulties, and work deadlines.
  • Personable and Professional. Inspire through knowledge, demeanor and uncompromising integrity
  • Analytical: Adept at in working with market research, campaign data, calculations, and situation assessment in current and potential markets
  • Competitive: A desire to win; and wants team to win, as a coach and a player.
  • Intelligent: Capacity to understand complex issues adding value in the ongoing development of the Community impact agenda
  • Genuine: Strong sense of emotional intelligence and calmness under stress.
  • Quality: Demonstrates accuracy and thoroughness.
  • Quantity: Meets productivity standards; completes work in timely manner. Works hard, works smart, works fast and gets results.


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