Trust Operations Securities Specialist 1-25-18
This position is responsible for custody processing and all activity related to securities in the Foundation and Trust Operations Department. 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 comprises trade settlements, 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.
- Knowledge of and ability to design, implement, and evaluate standard operating procedures affecting daily and strategic business securities operations to increase operational efficiency.
- Create and produce reports as required.
- Constantly seek ways to improve processes and increase productivity.
- Assist with complex account and trade processing, monitoring managed account establishment, funding, and trading.
- Perform various operational tasks including research and resolving trade issues.
- Adhere to applicable compliance/operational risk controls in accordance with Foundation and/or regulatory standards and policies.
- Maintain an understanding of the changing regulations of the securities industry and support the compliance and risk team with monitoring and reporting of daily activity and exception reporting.
- Interacts with external customers as needed.
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 preferred, preferably in Business, Finance, or Accounting
- 3-5 years’ experience with securities and custody processing or similar financial experience
- Experience working on a trust accounting system a plus
- Understanding of stocks, bonds, mutual funds, and other investment vehicles
- Proficiency in Microsoft applications (Excel, Word, SharePoint, PowerPoint, Outlook)
- Strong mathematical aptitude and proficiency in logical reasoning skills
- Accountable, dependable and self-motivated
- Exemplary written and verbal communication skills required for effective communications with internal and external clients
- Discipline to pay strict attention to detail and accuracy
- Individual must exhibit great organizational skills and be able to make decisions based on knowledge and written procedures.
- Ability to make independent judgment with little direction; self-motivated
- Strong teamwork standards and excellent interpersonal skills required. Individual must be able to interact professionally with all levels of staff and management and must be able to maintain composure under stressful demands.
- Speed, accuracy, and the ability to prioritize are essential.
- Must be able to multi-task with a strong attention to detail.
- 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
- 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.
The job is performed indoors in a traditional office setting.
Forward résumé and cover letter to firstname.lastname@example.org
Attn: HR Posting #18-01-01
“The Presbyterian Foundation is an Equal Opportunity Employer”
Ministry Relations Officer 2-14-18
Preferred Location: California
Territory Covered: California, Nevada, Arizona, New Mexico and Hawaii
The Ministry Relationship Officer (MRO) will be the main relationship builders with Pastors as well as Church and institutional leaders. This position has the primary responsibility of providing opportunities that will help congregations increase revenue by enabling them to access services and expertise offered by the Presbyterian Foundation Group’s ministry. The MRO will lead congregations to resources, help Pastors and Church leaders identify major gift prospects and manage those prospects by utilizing services and expertise offered by the Presbyterian Foundation Group. Those services and expertise include individual engagement, workshops and programs in the areas of generosity, stewardship, endowments, planned giving, estate planning, and investments in order to establish a referral flow and develop and retain gifts through the Presbyterian Church (U.S.A.) Foundation and its affiliates. This position is the primary relationship-management role for congregations and organizations of the Presbyterian Church (U.S.A.). It is responsible for the establishment and interaction through the Ministry Relations Program by these entities. The position makes referrals for specific donor and investment management opportunities and maintains a relationship-management role thereto.
This position calls for a commitment to Jesus Christ through the church, an evident love for all people of varying views and personalities, a commitment to the governance of the Presbyterian Church (USA), a responsible affirmation of personal stewardship, and a concern for the financial support of the Presbyterian Church (USA) in all its worship, mission, and witness. The position provides leadership to the Foundation for the stewardship of accumulated resources.
Scope & Breadth of Position
This position reports directly to the Senior Ministry Relations Officer, who in turn, reports to the Chief Ministry Relations Officer, who in return reports to the Foundation President as well as the COO.
Essential Job Accountabilities
Service a region
- Assists with any necessary problem solving between the institution and the Foundation in a defined geographic region.
- Assists in strengthening each institution within that region through brokering ideas and information for their use.
- Extensive travel as required.
- Encourage use of the assessment tool by congregations to identify level of service to be provided by the Presbyterian Foundation Group.
- Utilize data from the assessment tool to determine strategic focus of services provided by the MRO.
- Market the assessment tool to appropriate entities.
- Assists congregations, presbyteries and other councils in developing programs for the purpose of promoting generosity with the expectation that these programs lead to the gathering and management of accumulated resources through advanced stewardship efforts.
- Continually review material in tool box to ensure the most up-to-date useful information be provided to Churches.
- Steward existing donors.
- Cultivates new prospects and client relationships with Presbyterians to deliver major gifts for use in Presbyterian-related missions to perpetuate the services to the Foundation and personal stewardship.
- Maintains a level of communication with the respective Presbyterian Foundation Group team leaders related to activities and accomplishments.
- Collaborates with Board of Pension (BOP) representatives by providing services to Pastors, Church leaders and congregations.
- Maintains a level of communication with respective and appropriate Presbyterian Church (U.S.A.) leaders.
- Generate the creation of Ministry Partnership Funds.
- Maintains existing Ministry Partnership Fund relationships.
- Develops networks through association with national and regional church leaders and local congregation gatherings, as well as congregational committees to identify potential donors and investors.
- Cultivates relationships with regional church leaders and individual and organizational prospects as well as other sources of referrals for services.
- Secure institutions to a client relationship for Ministry Partner Funds, investment service, or other asset-based relationship.
- Identify, prioritize and create cultivation strategies to gain access to the leaders of institutions in order to bring the institution into a client relationship with the Foundation.
- Encourages congregations and councils to participate in the services of the Foundation and to follow-up with assistance in building endowments, gifts and investments in those bodies.
- Promotes the products and services of the Presbyterian Church (U.S.A.) Foundation through presentations at key Church gatherings to create an awareness of Foundation services among Presbyterian leadership and Presbyterian constituencies.
- Through consultations, presentations, seminars and other means in Presbyteries of the assigned region, promotes and encourages the use of the Foundation’s services as a means of supporting the ministries of the Church.
- Promotes the use of PresbyterianCommunity.Org.
- Specific number of contacts with church leaders, institutional leaders, pastors and donors. (50 per quarter)
- Specific number of Ministry Partnership Funds established. (10 in initial year of the establishment of Ministry Partnership Funds)
- Specific number of leads generated to investment and giving specialists. (10 per year)
- Specific number of assessment tools completed. (20 in initial year of the implementation of the assessment tool)
- A college degree in business, finance, accounting or the humanities (or equivalent degrees for clergy) is required.
- An active member of the Presbyterian Church (U.S.A.) with knowledge of polity, organizational structure, and mission of the Church. Ordination as a ruling or teaching elder is preferred.
- Preference for individuals who have five or more years of experience in one of the following areas: funds development, sales, education, marketing, financial services, clergy.
- Working knowledge of tools and services commonly offered in charitable planning context such as the ability to explain the structure and use of a charitable remainder trust, gift annuity, donor-advised fund, private foundation and supporting organization. Must know of the benefits of and differences with each and know how it would apply to a donor’s specific situation.
- Working knowledge of various asset classes and their impact on a donor and the Foundation in a giving scenario.
- Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs, assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Ability to establish relationships of confidence, trust, and full credibility with donors and prospective donors, investors and prospective investors, as well as legal and tax advisors, together with pastors and other church leaders.
- Excellent listening skills giving full attention to the customer/channel partner with ability to ask appropriate and adequate questions to uncover real needs/concerns.
- Must be creative so as to meet the needs and desires of prospective donors and investor organizations.
- Must have extraordinary interpersonal and communication skills and be able to effectively establish and maintain relationships as well as balance diverse priorities.
- Proficient in communicating ideas and concepts via presentations before audiences of various knowledge levels.
- Proficiency with time management disciplines such that one can work remotely and keep in good communication with the team. Ability to handle multiple cases at one time and bring each case to a successful close and implementation.
- Ability to communicate orally with management, co-workers and customers both individually and in a group/team. Regular use of the telephone and e-mail for communication is essential.
- Sitting, standing and walking 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 30 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer equipment, calculator, telephone, cell phones, and copiers.
- Extensive travel required. Regular transport of suitcase and laptop will be required.
- 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.
Forward resume to Lisa Pesavento email@example.com
Attn: HR Posting #18-02-02
“The Presbyterian Foundation is an Equal Opportunity Employer”
Work for Ghost Ranch
Major Gift Officer 2-6-18
Ghost Ranch, Abiquiu, New Mexico
The Major Gifts Officer is responsible for securing gifts of $10,000 and up for Ghost Ranch. S/he will do so by managing and developing relationships with qualified existing and prospective donors, assuring they are retained and regularly upgraded in their giving and involvement. The benefit of this position will be the satisfaction of helping donors fulfill their passions and interests through their giving to Ghost Ranch.
- Significantly contribute to the organization’s revenue goals by recruiting and securing $10,000 and up gifts.
- Conduct major gift prospecting through wealth screening scores, member/database analytics, traditional research and community outreach.
- Create a plan for every existing major donor and donor prospect that will serve as a foundational communication and marketing plan for each.
- Will faithfully and on a timely basis execute individual, customized outreach (calls, meetings, written and electronic communications) with donors to ensure they are retained and upgraded.
- Work with executive director, program staff, development team and board members to secure appropriate information, including budgets, to write individualized cultivation, solicitations, cases for support, proposals and stewardship reports.
- Provide monthly reports that accurately reflect activity and performance.
- Adhere to the highest ethical standards; demonstrate empathetic disposition, and perseverance; reflect optimistic and positive attitude, and convey sensitivity to needs of the donors while serving as a professional members of the Ghost Ranch team.
- Perform other major donor activities as may be required.
- Ability to interact professionally with existing major doors and prospects.
- Ability to set reasonable financial goals for each donor by creating customized ask plans taking into account individual donors’ interest, motivations, giving patterns and ask preferences.
- Ability to secure and synthesize project and organization information to create well-written and effective solicitations, proposals and asks.
- Ability to secure information that can be sent back to donors to report on how their money was used, as well as perform continuous stewardship.
- Ability to create timely reports that reflect caseload and MGO performance.
- Ability to manage people, processes, deadlines and budgets while adhering to the policies and procedures of Ghost Ranch and maintaining a positive and constructive attitude while solving problems.
- Ability to protect the mission, goals and values of Ghost Ranch.
- Bachelor’s degree, master’s preferred, CFRE encouraged
- MINIMUM five to seven years successful experience in major and/or planned gift fundraising, preferably in areas related to Ghost Ranch mission and programs.
- Ability to understand the needs and interests of major donors in order to develop relationships between them and the Ranch
- Successful experience in making cold calls as well as developing cultivation and solicitation strategies to high net-worth donors.
- Must have excellent interpersonal skills and a demonstrated record of completing assignments.
- Must be willing to travel.
About Ghost Ranch
Educational opportunities (250+ annual workshops and daily educational tours) are developed in the areas of spirituality and theology, environmental and land conservation issues, social justice, the arts, the sciences and outdoor adventure.
There are two museums on site and ongoing research on archeological sites and dinosaur fossil quarries; the dinosaur quarry is the top fossil site in the world for the Triassic period.
Workshops are developed for both adult education and youth education, as well as service corps for work on the Ranch and within the northern New Mexico community.
Group meetings (500+ annually), retreats, family reunions and weddings are held at the Ranch, as well as individual and family overnight stays, and many day visitors.
Charles Lindberg, Robert Wood Johnson, many actors past and present from the myriad films made at the Ranch, Robert Oppenheimer and other Los Alamos scientists, paleontologist Ed Colbert and scientist Neil deGrasse Tyson, photographer Ansel Adams and other artists, most notably Georgia O’Keeffe who lived and painted on the Ranch, have been a part of the Ghost Ranch family.
Community outreach, with more than 60 local partnerships, includes STEM and museum education for New Mexico youth, community swim program and day camp, assistance to local schools, churches, health clinics and emergency services, and retreats for adults with cancer and for returning veterans.
Ghost Ranch is an education and retreat center located on 21,000 acres in northern New Mexico. The Ranch currently has a $5.5 million annual operating budget and a $30 million campaign for capacity building and staffing, infrastructure needs, the rebuild of the aqueduct from 2015 flood damage, new guest lodging, a solar farm and other capital improvements.
Visit ghostranch.org for more information.
Please send cover letter summarizing qualifications and alignment with the Ghost Ranch mission, a proposal for this contracted position, along with a list of demonstrated successes as a major gift officer, to Kim Kelly, Human Resources Director, at firstname.lastname@example.org. Proposals will be accepted until the position is filled. No phone calls please.
Fund Development Officer 2-7-18
Ghost Ranch, Abiquiu, New Mexico
The Fund Development Coordinator serves as an integral member of the Development team of the Ghost Ranch Education & Retreat Center. The Fund Development Coordinator is responsible for data-extraction functions for the Development Team’s Raiser’s Edge (RE NXT) database. The Fund Development Coordinator reports to the Managing Director.
Essential Functions, Duties, and Responsibilities
The following statements are essential functions of this position and not intended to be all inclusive; rather, they are intended to describe the general nature and level or work to be performed. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of the incumbent, and an employee may be directed to perform other reasonably related job duties and responsibilities. Ghost Ranch reserves the right to revise or change the job duties and responsibilities as the need arises, based on business need, and this Job Description may be updated accordingly. The Job Description does not constitute a written or implied contract of employment.
- Generates all gift and revenue reports for the Development team on a weekly, monthly, and as-needed basis.
- Reviews monthly and prior year analysis of donor contributions and tracking financial trends.
- Drafts and maintains SFTS Raiser’s Edge protocols that relate to their job functions as part of the larger departmental policies-and-procedures manual.
- Generates mailing lists for use by Marketing and other departments’ outreach to constituencies tracked in Raiser’s Edge.
- Generates gift, constituent, and campaign reports, queries, and lists in Raiser’s Edge and Raiser’s NXT in support of all NGRF departments.
- Generates all direct-mail appeal queries, provides exports of constituent information to direct-mail provider, and tracks direct-mail appeals and packages in the Raiser’s Edge
- Provides exports of constituent information to direct-mail provider, and tracks direct-mail appeals and packages in the Raiser’s Edge
- Designs and completes custom database queries as requested by VP Advancement.
- Maintains the overall health of Raiser’s Edge data, with support from other team members, through updating constituent records, adding alumni and event-attendee data, and performing data-health functions as necessary.
- Provides effective support and training to staff in use of Raiser’s Edge, and communications systems.
- Utilize analytics for dashboards.
- Prepare year-end reports to grant providers and other funders
- Assists with online auction
- Coordinate assigned activities and duties with Friends Group.
- As requested, participates in short and long-term planning activities.
- Other duties as assigned
- Collaborative: Works together in an inclusive community, invites input, shares ideas and seeks the best ways to accomplish common goals. Understand and Represent Ghost Ranch in its Mission, Vision, and Values.
- Accountable: Takes responsibility for actions and works with integrity, transparency, and love.
- Responsive: Responds to the voices and needs of the Ranch by being timely, helpful, enthusiastic and mission-centered.
- Excellent: Works with energy, intelligence, imagination and love.
- Cultural Proficiency: Understands and values differences in various cultures within the organization. Manage dynamics of cultural differences within a work group. Adapts to cultural diversity by continuously learning about differences and creates opportunities for staff to learn about one another.
- Life/Work Balance: Recognize the importance of rest and renewal and maintain an appropriate balance between work life and personal life by adapting to changing needs at work, taking time to pursue personal interests, seeking others’ help and discernment when needed and responding appropriately when they are overcommitted or when faced with stressful or dynamic situation.
- Fair Labor Standards Act Provisions: Non-exempt – This position is non-exempt under the provisions of the Fair Labor Standards Act and is subject to the Agency’s policies and procedures pertaining to overtime hours and premium pay.
- Supervision Exercised: NA
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required for the position, but is not a comprehensive list. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience:
- Required: Three (3) years’ experience in a development office environment, non-profit setting, or management of an integrated CRM database, or an equivalent combination of experience.
- Preferred: Degree from an accredited college or university
- Required: Ability to read and write English in order to understand and interpret written procedures and other information. This includes the ability to give and receive instructions in written and verbal forms and to effectively present information and respond to questions from vendors, contractors, supervisors and co‐ workers.
- Knowledge of and strong demonstrated experience with PCs and Microsoft Office suite. Extensive working knowledge of The Raiser’s Edge.
- Meticulous attention to detail and deadlines with demonstrated strong initiative in carrying our responsibilities.
- Faith-based experience a plus, including an understanding of, and appreciation for, the mission and ministry of Ghost Ranch
- Excellent organization and planning abilities. Ability to prioritize work and multi-task. Works well under pressure in a demanding and fast-paced environment.
- Excellent, well-rounded written and verbal communication skills. Experience in answering inquiries and requests in a friendly and direct manner. Ability to train teams working in groups.
- Ability to work independently and collaboratively and demonstrates excellent interpersonal skills. Ability to establish and maintain effective working relationships with those contacted in the course of work.
- Ability to exercise judgment and maintain confidentiality.
- Must have and maintain a current New Mexico driver’s license, must have and maintain an ‐insurable driving record, and must provide proof of current liability insurance meeting or exceeding State‐required minimum coverages.
- Must successfully complete all required safety and other training.
- Must successfully pass and maintain training certification in all state, individual‐specific, and/or other training requirements of the position and job assignment. Specific training requirements for this position may be attached.
- Standard office equipment, including telephone, copier, desktop computer and standard MS‐Office applications
- Must be able to operate a company vehicle
The physical and mental demands, and working conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Physical Effort and Demand:
- Sitting and working at a computer for long periods of time
- Answering and speaking on the phone
- Moving around a standard office environment
- Must have visual acuity and manual dexterity to perform timely and accurate data entry and or typing documents
- Must be able to make individual or small group presentations as required by position
- Effective performance requires continual thinking and attention to work/detail demanded by the Knowledge, Skills and Abilities and essential functions of the job.
- Must be able to work non‐standard work hours if needed as required to fulfill job responsibilities.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Standard office environment
- Ability to walk or move over rough terrain, climb stairs
- Outside temperatures vary – can be extremely hot and very cold, snow, ice
- This position is not classified as a “Safety-sensitive.”
- Understanding and respectful of the Presbyterian Church (U.S.A.), a progressive Christian denomination welcoming to all
- Ability to maintain high business standards especially in confidential and sensitive interactions, in the protection of confidential information and records and in communications with internal and external audiences
- Must be highly professional in demeanor and appearance at all times
- Must have good verbal, written (if required), listening, analytical (if required), presentation (if required) and interpersonal skills
- Excellent organization and time management skills with strong attention to detail and accuracy
- Must be able to multi-task and to be flexible in a high-paced environment
- Employees are held accountable for all duties of the job and other duties as assigned.
- Employees are required to successfully pass a background check.
To request an application or for more information go to ghostranch.org or contact:
Human Resources Director
(505) 685-1003 or Email: email@example.com
Applications will be accepted until all positions are filled