Key Responsibilities

Data, Records & Program Administration

• 
  
• Create and maintain all stakeholder records (students, alumni, programs, donors, community partners) to ensure accuracy, confidentiality, and compliance
• 
  
• 
  

• 
  
• Refine CRM workflows, data fields, and templates to improve data quality and reduce manual reporting. 
• 
  
• 
  

• 
  
• Create and maintain CRM reports, dashboards, and data views that track community and stakeholder engagement, grants, awards, milestones, retention, and outcomes. 
• 
  
• 
  

• 
  
• Compile CRM data into summary reports for case management, program evaluation, and funder/board reporting as needed. 
• 
  
• 
  

• 
  
• Maintain communication logs and case files in coordination with the Student Success Team to document contact hours, issues raised, and outcomes of advising or support interactions. 
• 
  
• 
  

• 
  
• Contribute to the development and upkeep of program guidelines and procedure documentation. 
• 
  
• 
  

Student Support

• 
  
• Act as a resource person for student, staff, and stakeholder inquiries related to enrolment status, eligibility, program milestones, deadlines, and documentation requirements. 
• 
  
• 
  

• 
  
• Provide front-line, solution-focused support to students, connecting them to the appropriate internal or external resources. 
• 
  
• 
  

• 
  
• Support the conditional standing, renewal, and appeal processes by preparing files, tracking timelines, and communicating requirements to students. 
• 
  
• Review and process student forms and documentation (e.g., enrolment confirmations, transcripts, appeals paperwork, renewal documentation), checking for accuracy and correct application of program policy. 
• 
  
• 
  

• 
  
• Assist with workshops and events focused on student success, financial literacy, wellbeing, and career readiness. 
• 
  
• 
  

• 
  
• Assist with student reports, experience monitoring, and event attendance or engagement tracking as needed. 
• 
  
• 
  

Community Engagement & Events

• 
  
• Provide support during the planning and execution of special events, REAL training and student retreats, and other student/community events, including bookings, spaces, logistics, materials, registration, setup, and post-event follow-up. 
• 
  
• Serve as a liaison for community organizations, partner institutions, and stakeholders on student records, eligibility, and program procedures. 
• 
  
• 
  

• 
  
• Support outreach and relationship-building with schools, alumni, and community-based partners. 
• 
  
• 
  

• 
  
• Contribute content to program communications, digital community channels, and social media, including sharing student success stories as appropriate. 
• 
  
• 
  

• 
  
• Represent the program at community events, orientation sessions, and information sessions as needed. 
• 
  
• 
  

• 
  
• Provide administrative support to the team, including scheduling, meeting preparation, document coordination, correspondence, expenses/invoices, and action-items follow-up. 
• 
  
• Prepare presentations, grant applications, briefing notes, agendas, minutes, speaking notes, mailings, and materials for meetings, events, partners, donors, and internal stakeholders. 
• 
  
• 
  

• 
  
• Support team communication, program updates, and process improvements that advance student success and Beedie Philanthropies priorities. 
• 
  
• 
  

• 
  
• Complete other duties as assigned. 

.