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Careers

Work for the Foundation

Operations Manager – Online Services 5-29-18

This position is primarily responsible for the day-to-day coordination of the Online Services Unit. This unit is responsible for the ongoing administration and support for the Foundation’s online fundraising solutions and client portals.



Scope & Breadth of Position

This position reports to the Vice President of Operations.

Essential Job Accountabilities

  • Provide oversight and direction to Online Services staff.
  • Coach, mentor, and develop Online Services staff.
  • Consistently provide accurate and timely results to internal and external clients.
  • Ensure policies and procedures are current and proper controls are in place for all tasks.
  • Oversee all online giving programs.
Relationships

Must be a team player and possess the ability to work closely with the other members of the Operations Management team, staff members from other departments within the organization, and various vendor contacts.

Experience and Job Related Requirements

  • Bachelor’s Degree in Business or Computer Science or equivalent experience required.
  • Strong communication skills are essential.
  • Professional written and verbal communication is required to effectively communicate with internal and external clients.
  • Strong technical aptitude, including proficiency in Microsoft Office products, especially Excel, and knowledge and conceptual understanding of CRM Systems, Website Management Systems, and online giving systems required.
  • Demonstrated experience learning and implementing new technologies to their maximum potential, including independent troubleshooting as well as identifying and pursuing resources for training, extended learning, and problem-solving.
  • Experience supervising, managing, and evaluating the performance of others required.
  • Ability to coordinate workflow, assign duties, give written and oral instructions, motivate, maintain productive environment, and examine work for quality.
  • Good reasoning ability is required to solve a wide range of business problems.
  • Possess excellent research and problem-solving abilities.
  • Able to apply statistical and mathematical calculations required.
  • Able to understand and utilize financial reports and legal documents to conduct business.
  • Quick and competent learner with strong work ethic.
  • Ability to multi-task and meet established deadlines.
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, 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 resume to Lisa Pesavento: lisa.pesavento@presbyterianfoundation.org

Attn: HR Posting #18-05-2

“The Presbyterian Foundation is an Equal Opportunity Employer”

 

Assistant Trust Officer 5-16-18

A participant on a team that administers Charitable Trust and Outside Trust accounts in accordance with the terms that created them (i.e. trust agreement, Will, court order, or contract). This individual is also responsible for assisting with the annual investment reviews and administrative reviews for Investment Management Accounts and Personal Trust Accounts.



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

  • Review portfolio and asset allocations for trust accounts
  • Ongoing administration for Outside Trust Accounts
  • Ongoing administration for Charitable Trust Accounts
  • Perform annual administrative reviews for IMA and Personal Trusts
Major Duties and Responsibilities

This position is an integral part of the organization. The Assistant Trust Officer has the responsibility for reviewing and organizing the content of Outside Trust statements to prepare the data in spreadsheets for further analysis. The Assistant Trust Officer will also be the primary contact for the current trustees of an Outside Trust. The Assistant Trust Officer will assist with the administration of the Charitable Trust Accounts and will have client contact. This individual must become familiar with the laws and regulations of trusts and be able to understand and calculate basic financial computations.

Relationships

The Assistant Trust Officer will have contact with Outside Trusts and Charitable Trust clients. The Assistant Trust Officer will assist the Systems Delivery and Support Officer by analyzing Common Fund prices and comparing them to the market price. The Assistant Trust Officer will assist the AVP Securities Trading and Assistant Portfolio Manager with reviewing the portfolios and asset allocations of current trust accounts as part of the annual investment review. This individual will assist with performing the annual administrative reviews for Investment Management Accounts.

Experience and Job-Related Requirements

  • College degree required
  • Minimum of 5 years working in a trust or fiduciary environment, preferably in a trust administration
  • Certified Trust Financial Advisor (CTFA) certification is a plus but not required. Assistant Trust Officer will have the opportunity to obtain their CTFA certification as part of their career development plan.
  • 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 financial, organizational, research, administrative and computer skills
  • Strong commitment to details regarding legal, tax, charitable giving options
  • 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.

Forward resume to Lisa Pesavento: lisa.pesavento@presbyterianfoundation.org

Attn: HR Posting #18-05-05

“The Presbyterian Foundation is an Equal Opportunity Employer”