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Job Opportunity Postings

Marketing Program Assistant
Trust Administrative Assistant



Posting Date: 4/18/17
Title: Marketing Program Assistant
Posting Number: 17-04-02

 

Position Summary
Staff person will support the work of the Marketing Department on tasks directed at maximizing Presbyterian Foundation’s efforts while undertaking daily administrative tasks to ensure the efficient function and coordination of the department’s activities.  This includes support functions for the Theological Education Funds Development (TEFD) program.

Scope & Breadth of Position
This position reports to the Marketing Manager and has no direct reports.

Major Duties and Responsibilities

 
TEFD Responsibilities
Provides project management assistance with the day-to-day operations of TEFD ensuring the area maintains its level of responsiveness and support to seminaries, constituents, and networks throughout the Presbyterian Church (USA).
  • Provides TEFD reports, on donor gifts and volunteer network activity in collaboration with Foundation staff
  • Follows up with donors and the Seminary Support Network and provides assistance as needed
  • Manages and updates constituent information in CRM database, Raiser’s Edge, ensuring proper donor activity tracking
  • Coordinates TEFD projects and communications
  • Tracks budget, reconciles invoices with projects and submit for processing
  • Fulfills materials requests for TEFD support network and volunteers, while monitoring inventory levels and reordering as needed
Fulfillment Responsibilities
Works with vendors to provide fulfillment services for print and web portal projects. Serves as liaison with constituents for follow up and tracking when necessary.
  • Responsible for the efficient operation of material fulfillment, including monitoring of fulfillment vendors, coordination of reporting, order placement, and inventory.  Must ensure that quality service is provided in the most cost-effective manner
  • Collects content for and assists with the deployment of customized portals for the Foundation’s Planned Giving Navigator and related systems
  • Monitors inventory levels and communicates directly with clients assessing material needs and provides order assistance as needed
  • Makes basic edits to forms and materials as needed, including customizing Planned Giving Navigator materials for clients
  • Investigates and resolves complex order issues
  • Packs and prepares orders for shipment as needed
  • Receives and stocks new merchandise
  • Monitors marketing mailbox and distributes requests to appropriate staff person. Responds to constituents in appropriate and timely manner
  • Provides fulfillment support to Ministry Relations Officers (MROs)
  • Maintains in-house supply of collateral
  • Retains and archives collateral as required by the Presbyterian Foundation document retention team
Support Duties
Fulfill administrative service duties in assisting with production of printed materials, presentations, and other duties as assigned.
  • Assists marketing manager and staff with special projects
  • Provides support for the Financial Health Assessment Tool; manages service requests from MROs and congregations
  • Coordinates distribution of print newsletters
  • Updates CRM with changes to mailing lists and e-newsletters
  • Maintains paper and printer supplies
  • Reviews and monitors Foundation websites for needed updates, changes, or broken links
  • Assists with scheduling of meetings and functions

Relationships
This position interacts with Presbyterian Foundation employees and constituents, and enhances relationships with regional church leaders, prospects, and other sources for supporting the organization.  This position directly reports to the Marketing Manager in collaboration with the Senior Director of Theological Education Funds Development.

Experience and Job Related Requirements

  • Ability to make administrative/procedural decisions and judgments
  • Good understanding of office marketing principles
  • Well-organized with a customer-oriented approach
  • Proven people skills
  • Ability to handle multiple tasks with constant flow of incoming requests and strict deadlines
  • Ability to acquire general knowledge of products and services along with detailed familiarity to marketing data and materials
  • Excellent written and oral communication skills
  • Extensive knowledge of Microsoft products, including Word, PowerPoint, and Excel
  • Some college preferred
  • Minimum of two years in a business setting or six months related experience
  • Ability to read and interpret marketing material documents, write routine reports and correspondence, and possess aptitude for basic math

Preferred Experience and Skills

  • A working knowledge of Adobe CS and Raiser’s Edge
  • Proficiency in desktop publishing and database management systems

Physical Requirements

  • Ability to communicate orally with management and co-workers, both individually and in a group/team
  • Must be able to lift maximum of 30 pounds
  • Regular use of the telephone and e-mail for communication is essential
  • Sitting for extended periods is common 
  • Hearing and vision within normal ranges is essential for normal conversations to receive ordinary information and to prepare or inspect documents.
  • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers.

Work Environment
The job is performed indoors in a traditional office setting.  Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.

Forward résumé and cover letter to lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #17-04-02
 



Posting Date: 4/18/17
Title: Trust Administrative Assistant
Posting Number: 17-04-01

Position Summary
Provide high quality administrative assistance to the Trust Department. Work closely with Trust Officers to effectively service client relationships through all stages of the business relationship, i.e. inquiry, prospective, development and established (Agency and Trust) through the opening and closing of an account relationships.

Scope & Breadth of Position
This position reports to the Vice President of Trust Services and has no reporting staff.

Major Duties and Responsibilities

  • Prepares and maintains appropriate administrative and account records for Trust and Agency Administration: client files, account review logs, payment logs, tax information, closing logs, follow up activity and business activity reporting, while ensuring completion of account activity per required OCC regulations.
  • Performs trust administration duties as assigned in a timely and efficient manner by following administrative instructions, completing and processing trust accounting system forms and performing quality assurance tasks verifying processes performed by other departments were completed timely and accurately. 
  • Provides quality customer service to internal clients (Operations, Investments, Development, etc.) and external clients (individual, charitable beneficiary, or vendor) by submitting accurate and prompt account instructions, responding to telephone inquiries within 24 hours, and being responsive to clients’ needs in an open, pleasant, and professional manner.
  • Prepares and enters a variety of trust account transaction records including but not limited to remits and account maintenance instructions at the direction or instruction of a Trust Officer or Trust Associate.
  • Orders and maintains office and copier supplies for the department.
  • Provides support to front desk receptionist when needed.
  • Assists with creation of new business proposal and account review booklets for Trust Advisor staff, Investment Officer or Trust administrative staff.
  • Records and prepares drafts of minutes for meetings
  • Establishes and assists clients with online account access.
  • Creates and maintains paper and electronic files for department; hard copy filing

Relationships
Works primarily with the Trust Associate and Trust Officers in the administration of trust accounts.  This position may also provide support to Business Development staff.

Experience and Job Related Requirements

  1. Some college preferred
  2. Minimum of five years’ administrative experience, preferably in a financial services / trust services area. 
  3. Proficient with MS Office software applications.
  4. Attention to detail is imperative.
  5. Excellent verbal and written communication skills with the ability to draft documents and receive or make calls to Trust clients as directed.
  6. Excellent interpersonal skills with high emotional intelligence quotient.
  7. Must be a true team player with strong organizational and relationship building skills.
  8. Must be flexible with the ability to handle multiple tasks and shifting priorities.
  9. Excellent listening and trouble-shooting skills. 
  10. Must display aptitude for basic math and general accounting concepts.  Courses in accounting or finance are helpful but not required.

Physical Requirements

  • Ability to communicate orally with management, co-workers, constituents, and public both individually and in a group/team environment
  • Regular use of the telephone and e-mail for communication is essential
  • Sitting for extended periods is common
  • Hearing and vision within normal ranges are essential for typical conversations to receive ordinary information and to prepare or inspect documents
  • No heavy lifting is expected.  Exertion of up to 10 lbs. of force occasionally may be required. 
  • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers.

Work Environment

  • The job is performed indoors in a traditional office setting. 
  • Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.
 
Forward résumé and cover letter to lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #17-04-01
 
 
“The Presbyterian Foundation is an Equal Opportunity Employer”


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