Careers

Work for the Foundation

Operations Fund Services Manager
Department: Operations
Posting Number: HR 21-11-2
Operations Administrator 1 – (Online Services)
Department: Operations
Posting Number: HR 21-10-1
Trust Associate
Department: Trust
Posting Number: HR 21-09-3

 

 

Operations Fund Services Manager

Department: Operations
Posting Number: HR 21-11-2

Position Summary

This position is responsible for the day-to-day coordination of the team responsible for the critical tasks associated with the administration of Presbyterian Foundation and New Covenant Trust Company accounts.  This includes gift processing, account establishment, remittances, fees, statement production, common fund processing, custody and security administration, and estate administration

Scope & Breadth of Position

This position reports to the Vice President of Operations.

Accountabilities

  • Provide leadership to the Funds Services team by providing guidance, support and development as needed.
  • Consistently provide accurate and timely results to internal and external clients.
  • Manage the level of data integrity originating from the Fund Services unit.
  • Ensure policies and procedures are current and proper controls are in place for all tasks.
  • Promotes teamwork and cooperation throughout the organization.
Relationships

Strong communication skills are essential.  Must be a team player and possess the ability to work closely with other members of the Operations Management team.  Also interacts with staff members from other departments within the organization and New Covenant Trust Company.

Experience and Job-Related Requirements

  • Associates Degree in Business, Finance or Accounting or experience equivalent required. Bachelor’s Degree preferred
  • Must possess strong planning, organizational, communication, and interpersonal skills.
  • Flexibility to handle multiple tasks and meet established deadlines with minimal supervision.
  • 3 -5 years of experience in a leadership role guiding and coaching teams
  • Strong proficiency in Microsoft applications (Excel, Word, etc.)
  • Excellent research and problem-solving abilities.
  • Ability to coordinate workflow, assign duties, give written and oral instructions, motivate team, maintain productive environment, and examine work for quality.
  • Strong mathematical aptitude and proficiency in logical reasoning skills.
  • Quick and competent learner with strong work ethic.
  • Experience developing policies, procedures and workflow design
  • Knowledge and conceptual understanding of Trust Accounting Systems and Blackbaud products preferred.
  • Experience working with securities preferred.
  • Excellent communication skills
  • Basic knowledge of the structure and mission of the Presbyterian Church (U.S.A.)
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 computers, 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.
Download Job Description

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #21-11-2

“The Presbyterian Foundation is an Equal Opportunity Employer”

 

 

 

Operations Administrator I – (Online Services)

Department: Operations
Posting Number: HR 21-10-1

Position Summary

This position is responsible for the ongoing administration, reporting, and customer support for the Foundation’s online fundraising and charitable solutions.

Scope & Breadth of Position

This position reports to the Manager of the Online Services unit.

Essential Job Accountabilities

  • Setup, maintenance, and reporting for the Foundation’s online fundraising and charitable solutions, including Donor-Advised and online giving funds systems, accounting system, the donor & fund administrator portals, charitable organization databases, and event management systems.
  • Processing of online user application, registrations, establish new funds, grant recommendations and withdrawal request.
  • Place outbound and accept inbound calls, process email requests as needed, which may include but are not limited to address and payment changes, declined/rejected payments, account instructions, online access issues.
  • Provide technical support to online Donors, Fund Administrators, and Advisors.
  • Provide a variety of gift, fund, constituent, and activity reports to management.
  • Maintain policies and procedures for all assigned responsibilities.
  • Constantly seek ways to improve processes and increase productivity.
Relationships:

Strong communication skills are essential.  Professional written and verbal communication are required to effectively communicate with internal and external clients.  Must be able to work in a team environment.

Experience and Job-Related Requirements

  • Associates Degree in Business or Computer Science or experience equivalent required. Bachelor’s degree preferred.
  • Proficiency in Microsoft Office applications and creating Excel reports required. Experience creating advanced Excel formulas and Access/SQL queries a plus.
  • Experience using web content management systems and maintaining websites required (posting content online, troubleshooting and resolving performance issues, collaboration with hosting and software providers, providing technical support). Experience with HTML, CSS, or JavaScript a plus.
  • 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.
  • Knowledge of the Blackbaud suite of products is desired.
  • Ability to multi-task and meet established deadlines with minimal supervision.
  • Excellent research and problem-solving abilities.
  • Discipline to pay strict attention to detail and accuracy.
  • 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, copiers, and FAX machines.
  • 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. Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.
Download Job Description

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #21-10-1

“The Presbyterian Foundation is an Equal Opportunity Employer”

 

 

 

 

Trust Associate

Department: Trust
Posting Number: HR 21-09-3

Position Summary

This position has the primary responsibility of providing quality administrative services and support to internal staff and existing clients of New Covenant Trust Company, N.A. which are primarily Presbyterian constituencies.

Scope & Breadth of Position

This position reports directly to the VP, Director Trust Relationship Services of New Covenant Trust Company.

Accountabilities

  1. Assist in all stages of the administration of a client relationship to primarily support the Trust Officers through client contact (phone and email), new account creation, deposit and payment processing, tax information, client file maintenance, and account closing processes.
  2. Work closely with Investment Officers, Business Development Officers, Compliance and Operations personnel to ensure that accounts are administered under the terms and conditions specified by clients and in compliance with policy and regulations.
  3. Provide regular reports updating NCTC leadership on the status of client relationships and financial activity.
  4. Attend training and professional programs necessary to maintain abilities and any previously earned accreditations.
Major Duties and Responsibilities

  1. With oversight from Trust Officers, prepares, and maintains, appropriate administrative and account records for Trust and Agency accounts including new account creation, client files, account reviews, deposits, payments, tax information, and account closings.
  2. Provides excellent customer service to internal and external clients by submitting accurate and prompt account instructions and being responsive to needs in an open, pleasant, and professional manner.
  3. Responsible for working with VP, Director of Trust Relationship Services in preparing appropriate administrative materials for Board meetings.
  4. Serves as Acting Secretary for Trust Administration Committee. Includes working with VP, Director of Trust Relationship Services to set the agenda, communicate with internal staff, compile meeting minutes, and report approved minutes to Compliance.
Experience and Job-Related Requirements

  • College degree preferred with a preference for degrees in business and finance.
  • At least 3-5 years of experience and thorough knowledge in the areas of trust administration and client service.
  • Position requires strong attention to detail and excellent organization skills with ability to manage competing priorities.
  • Position requires professional interpersonal skills inclusive of excellent oral and written communication.
  • Strong technical skills with an ability and interest to learn new systems and processes.
Physical Requirements

  • Ability to verbally communicate with management, co-workers, and clients both individually and in a group/team setting. 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, and copiers.
  • Good reasoning ability is required to solve a wide range of business problems.
  • Able to apply statistical and mathematical calculations required.
  • Ability to understand and utilize financial reports and legal documents to conduct business required.
Work Environment

  • The job is performed indoors in a traditional office setting.
  • This position is based in the Jeffersonville, IN headquarters of NCTC.
  • Activities include extended periods of sitting and extensive work at a computer monitor and/or telephone.
Download Job Description

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
Attn: HR Posting #21-09-3

“The Presbyterian Foundation is an Equal Opportunity Employer”