Donations
Account
Account
Partners in Funding Mission

Work for the Foundation

Career Opportunities



Trust Relationship Officer
Securities Specialist


 




Posting Date:   11/15/17
Title:            Trust Relationship Officer

 
 
Position Summary    

A participant on a team that 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).
 
Scope & Breadth of Position

This position reports directly to the VP Trust Services of New Covenant Trust Company (NCTC) and has no direct reports.
 
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 about accepting new business
  • Makes decisions affecting the ongoing administration of trust and investment management accounts of assigned accounts in accordance with 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

This position is an integral part of the organization.  Trust Officers have the responsibility for accepting new business and are in charge of the ongoing trust administration and investment management administration assigned to them.  The Trust Officer must have extensive knowledge regarding the laws and regulations of trusts.  Incumbent 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.
 
Relationships

The Trust Officer is the primary contact for the client.  The Trust Officer reviews all the 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. The Trust Officer will analyze, recommend and refer clients who have additional estate planning needs to the appropriate resources.
 
The Trust Officer also 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 years working in a trust or fiduciary environment, preferably in a trust officer status
  • Attorney not required, but a plus
  • 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
  • Competence in estate planning, trust tax return review, charitable gift annuities, 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 #17-11-01
“The Presbyterian Foundation is an Equal Opportunity Employer”

 
 



Posting Date:   9/21/17
Title:          Securities Specialist

 

Position Summary    

This position is responsible for custody processing and all activity related to securities. Custody processing includes daily trade settlement, processing income receipts and corporate actions. This position will also be responsible for new security set-up and pricing of securities.
 
Scope & Breadth of Position

This position reports to the Senior Operations Manager and has no direct reports.
           
Essential Job Accountabilities
  • Responsible for daily custody processing which includes trade settlement, income processing, corporate actions, etc. This includes custodial relationships for mutual funds.
  • Consistently provide accurate and timely results to internal and external clients.
  • Maintain the accuracy of transactions and assets within the trust accounting system.
  • Ensure policies and procedures are current and proper controls are in place for all tasks.
  • Ability to create and produce reports as required.
  • Constantly seek ways to improve processes and increase productivity.
     
Relationships

Works closely with Operations, Trust, and Investment Departments. Interacts with vendor relationships for custodian, trust accounting system and others as needed. 
 
Required Education and Experience
  • Bachelor’s degree required, preferably in Business, Finance or Accounting
  • 3-5 years’ experience with securities and custody processing
  • Experience working on a trust accounting system
  • Must possess strong planning, organizational and interpersonal skills
  • Exemplary written and verbal communication skills required for effective communications with internal and external clients
  • Discipline to pay strict attention to detail and accuracy
  • Ability to perform well under pressure
  • Ability to organize and prioritize multiple tasks to meet deadlines
  • Quick and competent learner with strong work ethic
  • Strong customer service and communication skills are essential
  • Must be a team player and possess the ability to work closely with other members of the organization
  • Understanding of stocks, bonds, mutual funds and other investment vehicles
  • Proficiency in Microsoft applications (Excel, Word, etc.)
  • Strong mathematical aptitude and proficiency in logical reasoning skills
  • Accountable, dependable and self-motivated
     
Physical Requirements
  • Ability to communicate orally with management and co-workers, both individually and in a group/team. 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.
  • 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, copier, etc.
  • Good reasoning ability is required to solve a wide range of business problems. 
  • Able to apply statistical and mathematical calculations required. 
  • Able to understand and utilize financial reports and legal documents to conduct business.
     
Work Environment
  • The job is performed indoors in a traditional office setting. 
 
  
Forward résumé and cover letter to lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #17-09-03
 
“The Presbyterian Foundation is an Equal Opportunity Employer”
Close

Live Forward, Give Forward







Close

Presbyterian Foundation Account Access

Already Registered? Sign in below If would like to access statements prior to October 2016 please contact Client Services at 800-858-6127 or clientservices@presbyterianfoundation.org

Close

Presbyterian Foundation Ways to Give




Presbyterian Mission Exchange

Online giving to your church or ministry.

Click Here if you already have an account
 

Endowment Fund

Make a gift to an existing endowment fund.

Click Here if you'd like to make a gift to an existing endowment fund.
 

More Ways to Give

 

Click Here if you already have an account