Admin Specialist

Job Title

Admin Specialist

Worcester

University Advancement – Fundraising

Worcester Polytechnic Institute – WPI

The Administrative Specialist provides high‑level administrative, operational, and project support to the AVP for Advancement and the AVP for Development Communications & Strategy, advancing fundraising, stewardship, and communication goals. This role ensures coordinated execution of fundraising, donor communications, engagement initiatives, and strategic advancement priorities. It also provides administrative and logistical support for advancement committees, volunteer leadership groups, special projects, events, and other strategic initiatives.

• Manage complex calendars for the AVP for Advancement and the AVP for Development Communications & Strategy, including prioritization, sequencing, and conflict resolution.
• Coordinate internal and external meetings, including donor meetings, strategy sessions, board briefings, and campaign discussions.
• Prepare meeting agendas, compile briefing materials, and assemble background research in advance of meetings.
• Draft correspondence, meeting summaries, and follow‑up communications as needed.
• Coordinate logistics for internal and external meetings including room reservations, virtual meeting links, material distribution, and meeting preparation.
• Maintain organized records of meetings, key decisions, and action items to support executive workflow and accountability.
• Assist in preparing weekly or monthly executive briefing materials summarizing upcoming meetings, priorities, and key initiatives.
• Help manage competing priorities and ensure timely preparation of materials required for meetings, travel, donor visits, and leadership briefings.

• Coordinate all travel logistics including itineraries, accommodations, transportation, and meeting scheduling aligned with travel.
• Prepare travel briefing materials including meeting schedules, participant background information, and logistics.
• Process and reconcile expenses, PCard transactions, reimbursements, and invoices in accordance with institutional policy.
• Support budget tracking and reporting for the AVP offices, monitoring expenses and preparing summaries as needed.
• Maintain organized systems for contracts, proposals, and executive documentation.
• Serve as an administrative coordination point between the AVP offices and other Advancement teams, including Development Officers, Advancement Operations, Alumni Engagement, and Communications.
• Assist with procurement processes, vendor coordination, and payment tracking related to office activities.
• Handle confidential donor information, financial data, and executive communications with discretion and professionalism.

• Prepare reports, dashboards, and summary materials to support pipeline reviews, fundraising/communications strategy discussions, and leadership updates.
• Conduct background research and compile prospect or meeting briefings to support proposal development and prospect meetings.
• Develop and format PowerPoint presentations and board‑ready materials for internal and external meetings.
• Compile and analyze data from Salesforce and other systems to support strategic analysis and campaign tracking.
• Assist with preparation of leadership reports, briefing books, and campaign updates.
• Support the preparation of internal presentations, strategy documents, and briefing materials for executive leadership and trustees.
• Maintain organized repositories of reports, data summaries, and presentation materials for ongoing use.

• Support preparation and formatting of proposals, concept papers, and other advancement related materials.
• Assist with tracking donor interactions, meeting outcomes, and follow‑up actions as directed.
• Coordinate with Advancement Operations to ensure donor meetings, proposals, and engagement activities are documented appropriately in Salesforce.
• Assist in preparing donor correspondence including thank‑you notes, stewardship communications, and…