Coordinator Finance/Admin


Project scope
Categories
Operations Financial services Information technologySkills
finance accounting information and learning technology (ilt) agile project management administrative functions- Establish efficient administrative processes to manage financial tracking, communication, meetings, and data monitoring for the refugee program.
- Ensure timely and professional execution of key tasks, including issuing charitable receipts, handling stakeholder correspondence, organizing meetings, and supporting project management team needs.
- Maintain accurate documentation and monitoring systems for refugee program data in Smart sheets and Google Docs.
1. Charitable Receipts Issuance and Tracking:
- Outcomes: All charitable receipts issued within 48 hours of donations. A clear, organized tracking system is in place for financial transparency.
- Deliverables:
- Centralized receipt tracking system (spreadsheet or CRM).
- Weekly reports on donations and receipts.
- Standardized templates for donation receipts and acknowledgment emails.
2. Communication Management (Emails and Phone Calls):
- Outcomes: Efficient and timely responses to inquiries (within 24-48 hours) and improved stakeholder relationships.
- Deliverables:
- Log of correspondence (categorized by urgency).
- Pre-drafted templates for frequent inquiries.
- Weekly summaries of key communications and any follow-ups.
3. Meeting Coordination (Zoom, Google Meet):
- Outcomes: Well-organized meetings with clear agendas and actionable follow-up points.
- Deliverables:
- Weekly meeting schedules and agendas.
- Minutes and action points delivered within 24 hours after each meeting.
4. Support for Project Management Team:
- Outcomes: Proactive support provided across tasks, leading to increased team efficiency and collaboration.
- Deliverables:
- Weekly reports on support tasks completed.
- Contributions to project timelines, reports, and ad hoc tasks.
5. Data Monitoring (Refugee Smart Sheets and Google Docs):
- Outcomes: Accurate and up-to-date refugee program documentation, with reduced errors and increased organization.
- Deliverables:
- Weekly updates to Smart sheets and Google Docs.
- Reports on data discrepancies or missing information.
- Refined templates for tracking refugee assistance.
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
Supported causes
The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.
About the company
At Herb Immortal, we’re committed to revolutionizing holistic wellness by blending the wisdom of traditional herbal remedies with cutting-edge AI technology. Co-founded by entrepreneurs deeply invested in advancing natural health, we’ve built a platform that empowers individuals with personalized wellness insights, access to high-quality herbal products, and expert consultations. Our flagship product, MyHerbalShop.ai, connects consumers and health practitioners in an AI-driven marketplace designed to make natural health solutions accessible and impactful. With Herb Immortal, we aim to inspire a global community toward healthier, balanced living through the powerful synergy of nature and technology.