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Job Opportunity Posting
 


Posting Date:              11/01/16
Title:                              Assistant VP/Trust Officer
Posting Number:        16-11-01
 
Position Summary    
Team participant who directs and coordinates activities nationally for assigned accounts relative to creating and administering charitable trusts, personal trusts, IRA’s and investment management accounts in accordance with the terms that created it (i.e. trust agreement, Will, court order, or contract).
 
Accountabilities

  • Reviewing and assessing new business opportunities (Trust Administration & Investment Management Accounts) in participation with the Business Development Team
  • Ongoing Trust Administration and Administration for Investment Management Accounts
  • Makes decisions regarding the acceptance of new business
  • Makes decisions affecting the ongoing administration of trust and investment management accounts of assigned accounts in accordance with New Covenant Trust Company (NCTC) policies and procedures
  • Fiduciary responsibility to ensure that the recipient and the remainder beneficiaries are treated fairly in accordance with federal and state trust laws
Major Duties and Responsibilities
  • Accepting new business and being in charge of the ongoing trust administration and investment management administration assigned to new business
  • Directs disbursements of funds according to the conditions of the trust or investment management agreement
  • Establishes and maintains client histories through the administration of the trust and investment management accounts
  • Serve as the primary contact for the client
  • Reviews all documentation pertaining to the account and consults as necessary with client's attorney who drafts legal documents specifying the details, conditions, and duration of trust
  • In the case of the Investment Management account, the Trust Officer ensures that the administrative documents are signed and are in order prior to funding the account as well as administering the account per the directives of the client
  • Analyze, recommend, and refer clients who have additional estate planning needs to the appropriate resources
  • Serves as the liaison coordinating the team of departmental personnel from legal, investment, tax, development, and operations to facilitate the creation and administration of the trust/investment management account
Experience and Job Related Requirements
  • College degree required
  • Minimum of 5-10 years working in a trust company as a trust officer required
  • Certified Trust Financial Advisor (CTFA) certification is preferred, must be obtained within 5 years
  • Must have extensive knowledge of laws and regulations regarding trusts and investment management services
  • Competent in estate planning, trust tax return review, and charitable giving issues and taxation
  • Excellent people skills required
  • Ability to respond to emerging needs, work on many diverse projects, and coordinate with diverse groups
  • Excellent oral and written communication skills
  • Proven organizational skills in computers, research, administrative and financial experience, specific planned giving vehicles, and tax benefits of outright and deferred gifts
  • Strong commitment to details regarding legal, tax, charitable giving options
  • Dedication to researching and pursuing legal/business decision-making in light of establishing trusts with NCTC, including reviewing trusts for potential business or legal problems and resolving those issues with the correct personnel
  • Must be able to work well with inside and outside clients utilizing oral and written communications skills
  • Possess the ability to plan well and to handle multiple tasks
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. 
  • Some client travel may be required as needed
 
Forward résumé and cover letter to lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #16-11-01

“The Presbyterian Foundation is an Equal Opportunity Employer”
200 E 12th Street / Jeffersonville, IN  47130 / 812-288-8841


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