Careers

Work for the Foundation

Data Administrator

Department: Operations
Posting Number: HR 21-05-4

Position Summary

This position is responsible for maintaining and reporting on the data in the systems used by the Foundation and Trust Company (i.e. CRM, Trust Accounting, and Digital Document Storage systems). Utilizing organizational and analytic skills, provides support to the Operations Business Analyst in various projects.

Scope & Breadth of Position

This position reports to the Operations Business Analyst and communicates as directed within the Operations Department and across Foundation and Trust Company departments to enhance the integrity of data related to the various Operation systems for the purpose of augmenting reporting capabilities and productivity.



Essential Job Accountabilities

  • Acquires and maintains a detailed knowledge of the various systems including, but not limited to, the trust accounting system, client relationship management system, and the digital document storage system, and how these and other systems interface with each other in the Foundation and Trust Company.
  • Assist with the administration and maintenance of data in all of Operations’ systems ensuring the integrity of data residing on the system and accuracy of information shared with clients.
  • Develops informative and accurate reports and data to develop and maintain positive relations with clients and improve operational efficiencies.
  • Collaborates with the Operations Business Analyst to ensure the effective utilization of system features.
  • Keeps abreast of new and innovative techniques for all systems within the Operations Department and informs the Operations Business Analyst of current information and data to aid in decision making.
Major Duties and Responsibilities

  • Provides technical assistance in creating and evaluating written documentation of user instructions and procedures for operational processes.
  • Assists with testing business and functional processes during system development and quality assurance testing.
  • Maintains data integrity in all systems.
  • Report generation and creation for various departments in the Foundation is an integral component of this position and will entail a significant allotment of time.
  • Assists with the administration and support of the Foundation’s digital document storage system.
Relationships

Works closely within the Operations department and across Foundation and Trust Company organizations to provide support through various types of reporting and data-related projects.

Experience and Job-Related Requirements

  • College degree or equivalent experience required
  • Experience utilizing business and report writing software or other software products/relational databases preferred
  • Strong analytical skills
  • Report writing skills required
  • Excellent verbal/written communications for training and documentation purposes
  • Excellent people skills required
  • Excellent eye for detail
  • Meticulous approach to information verification
  • Adept at assisting others in comprehending complex functions
  • Ability to plan well and to handle multiple tasks
  • Proficiency with Microsoft Office suite, especially Excel, and Outlook
  • Experience with Microsoft Access and SQL Server Reporting Services desired
Physical Requirements

  • Ability to communicate orally with management, co-workers, constituents, and vendors 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.
Download Job Description

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
ATTN: HR Posting #21-05-4


The Presbyterian Foundation is an Equal Opportunity Employer.

 

Marketing Coordinator

Department: Marketing
Posting Number: HR 21-05-3

Position Summary

Staff person will support the work of the marketing director and executives on tasks directed at maximizing Presbyterian Foundation efforts while undertaking daily administrative tasks to ensure the functionality and coordination of the department’s activities.  Additional component of this position includes support functions for the Senior Director for Funds Development for Theological Education.

Scope & Breadth of Position

This position reports to the Director of Communications and Marketing of the Presbyterian Foundation.



Major Duties and Responsibilities

  • Coordinates TEF projects and communications.
  • Fulfills materials requests for TEF representatives, while monitoring inventory levels and reordering as needed.
  • Must ensure that quality service is provided in the most cost-effective manner.
  • Investigates and resolves complex order issues.
  • Packs and prepares orders for shipment as needed.
  • Receives and stocks new merchandise.
  • Monitors marketing mailbox and distributes requests to appropriate staff person. Responds to constituent in appropriate and timely manner.
  • Provides fulfillment support to Ministry Relations Officers
  • Retains and archives collateral as required by the Presbyterian Foundation document retention team.
  • Read and evaluate written text for grammatical and typographical errors as needed.
  • Writes communications pieces as needed.
  • Coordinates social media content and measure success of social media campaigns.
  • Social media savvy, including but not limited to Facebook and Twitter, including the ability to produce simple graphics to accompany each.
  • Cultivate stories and social media posts while attending events as necessary.
  • Serve as back-up support for Content Design Specialist position.
  • Assists marketing manager and executives with special projects.
  • Coordinates distribution of print pieces
  • Updates CRM with changes to and e-newsletters
  • Helps to maintain in-house supply of collateral
  • Helps to maintain paper and printer supplies
  • Ability to learn and complete changes to the website while monitoring for possible changes or broken links.
  • Other duties as assigned
Relationships

This position interacts with Presbyterian Foundation employees, constituents, as well as enhances relationships with regional church leaders, prospects, and other sources for supporting the  organization.

Experience and Job Related Requirements

  • Ability to make administrative/procedural decisions and judgments
  • Good understanding of office marketing principles
  • Excellent written and oral communication skills
  • Demonstrable ability to multi-task and adhere to deadlines
  • Well-organized with a customer-oriented approach
  • A working knowledge of Adobe CS preferred
  • Knowledge of MS Office, marketing computer software and online applications
  • Excellent communication and people skills
  • Ability to handle multiple tasks and constant flow of incoming requests
  • Acquire general knowledge of products and services along with detailed familiarity to marketing data and materials.
  • Knowledge of desktop publishing and database management preferred, but not required.
  • Bachelor’s preferred or equivalent experience.
  • Ability to read and interpret marketing material documents, write routine reports and correspondence, and possess aptitude for basic math.
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.
  • May occasionally be required to lift 30lbs.
  • 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.
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 telephone.
Download Job Description

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
ATTN: HR Posting #21-05-3


The Presbyterian Foundation is an Equal Opportunity Employer.

AVP Financial & Investment Planning Professional

Department: Trust
Posting Number: HR 21-05-2

Position Summary

This client-facing position has the primary responsibility of maintaining consistent and on-going contact with existing clients of New Covenant Trust Company, N.A. which are primarily Presbyterian constituencies and specified targets of the general public.

Scope & Breadth of Position

This position reports directly to the VP Business Development and Financial Advisor of New Covenant Trust Company.



Accountabilities

  1. Assist in the development and execution of strategic plans to 1) primarily support the client retention and communication efforts of NCTC through on-going client communications such as face to face visits, phone calls, conference calls, video conference calls, and electronic correspondence and 2) secondarily to support any appropriate business development opportunities arising from on-going efforts to support existing NCTC clients.
  2. In cooperation with Foundation leadership and Ministry Relationship Officers, seek opportunities for additional Foundation and NCTC solutions and services.
  3. Provide regular reports updating NCTC leadership on the status of client relationships, communications, and client contact efforts.
  4. Work closely with Trust Officers, Investment Officers, Ministry Relations Officers, and Operations personnel to ensure that accounts are managed under the terms and conditions specified by clients and in compliance with policy and regulations.
  5. Keep abreast of current developments and trends in the capital markets, trust, charitable giving, and investment product marketplace.
  6. Attend training and professional programs necessary to maintain abilities and any previously earned accreditations.
Major Duties and Responsibilities

  1. Prepare quarterly and annual plans related to client contacts and regularly report progress.
  2. Consult with existing clients to facilitate new NCTC and Foundation opportunities.
  3. Accountable for working with the NCTC Team in preparing information required to appropriately manage existing accounts and provide reports to existing Clients.
  4. Participate with Business Development Team and Trust Administration team members in appropriate introductions to new Clients of NCTC for future communications.
  5. Participates in scheduling meetings with current NCTC clients on an on-going and consistent basis.
  6. Works together with trust officers, investment officers, legal counsel, and the NCTC operations area in all facets of gift, trust and investment administration.
  7. Work closely with existing clients, Presbyterian constituency, and other interested prospects employing a servant style work ethic to fulfill the reasonable needs of the client and to support and enhance the overall relationship.
Experience and Job-Related Requirements

  • College degree required with a preference for degrees in economics and finance as well as experience in communications and client interactions. Advanced degrees and professional designations such as the CFP® or CIMA® are preferred.
  • At least 3-5 years of experience and thorough knowledge in the areas of financial planning as well as trust and investment management business development, communications, and Client service.
  • Position requires professional interpersonal skills inclusive of excellent oral and written communication.
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.
  • The ability to travel up to 60% of the year is 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.
  • 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.
  • It is preferred that this position be based in the Jeffersonville, IN headquarters of NCTC.
  • Activities include extended periods of sitting and extensive work at a computer monitor and/or telephone.
  • Frequent travel and video/conference call meetings
Download Job Description

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
ATTN: HR Posting #21-05-2


The Presbyterian Foundation is an Equal Opportunity Employer.

SVP General Counsel

Department: Executive
Posting Number: HR 21-05-1

Position Summary

This position provides legal counsel and oversight at the executive level on all corporate issues with legal, fiduciary or regulatory implications for the Presbyterian Foundation.

This position supplies in-house corporate legal counsel and engages and manages outside counsel in order to support the policies, goals, objectives, of the Presbyterian Foundation as approved by the President and Chief Executive Officer (hereinafter, Chief Executive Officer) and the Board of Trustees/Directors.

This position is primarily responsible for limiting the entities’ exposure to legal liability, and for ensuring corporate compliance with all policies, laws and regulatory rules.



Scope & Breadth of Position

This position reports to the Chief Executive Officer of the Presbyterian Church Foundation.  Staff members reporting directly to this position include a Counsel and Legal Assistant.

Accountabilities

  1. Provides legal advice and support to the Chief Executive Officer, Board of Trustees, and senior management to ensure that all organizational activities and operations are carried out in compliance with local, state, and federal regulations and laws governing business operations.
  2. Provides guidance and direction to senior management in the development, promotion, and delivery of the Presbyterian Church (U.S.A.) Foundation products and services in accordance with donor/beneficiary needs and the mission of the Presbyterian Church (U.S.A.).
  3. As requested by the CEO, serves as the senior management liaison in collaborative efforts with client, donors, board committees, and other constituencies to foster better working relationships and to enhance the delivery of products and services.
  4. Directs all legal matters in-house and serves as the primary interface between Foundation and any applicable regulators, to ensure compliance with laws and regulations relating to business operations. Engages and manages outside legal counsel in any litigation activity and in the provision of legal advice to the corporation.
  5. Serves as in-house Corporate Secretary to ensure minute books of all meetings of the Boards of Trustees of the Foundation are properly maintained for future reference.
  6. Keeps abreast of trends, court cases, and pending legislative/regulatory issues at the federal and state levels to advise the CEO/Board in the development of business strategies and plans that comply with existing and future laws.
  7. At the request, direction of and in coordination with the Chief Financial Officer, this position may carry out certain internal audit functions or duties.
Major Duties and Responsibilities

  1. Advises Chief Executive Officer, Board of Trustees, and Senior Management on requirements of the articles of incorporation, Deliverance, by-laws and other corporate documents of the Foundation as well as any PC (U.S.A.) specific requirements for the conduct of activities.
  2. Oversees the review and approval of documents relating to current and deferred gifts, investments, and trusts.
  3. Advise Senior Management on complex operational matters, including international distributions and interpretation of various donative documents
  4. Perform critical due diligence and contracting functions (including contract drafting) for various domestic and international matters.
  5. Reviews advertising and promotional materials relating to the Foundation to ensure compliance with all applicable policies, laws, regulations and statutes.
  6. Assists the Human Resources Department on an as-needed basis.
  7. Assists with board executive sessions to keep the board apprised of significant matters impacting the Foundation’s business opportunities and general operations.
  8. Collaborates and directs the review of all situations requiring specialized legal expertise to consider legal opinions on business issues and legislative matters impacting business operations.
  9. Develops and installs procedures and controls to promote communication and adequate information flow regarding legal issues within the organization and externally with all existing and potential affiliated constituencies.
  10. With the Vice President of Human Resources, initiates special training and guidance for the staff, board, and others as needed to comply with relevant policies, laws and regulatory rules.
  11. Creates budgets and plans for legal resources requirements based on broad corporate goals and business growth objectives.
  12. Establishes operating policies consistent with the Chief Executive Officer’s broad policies and objectives and with the Chief Executive Officer and Vice President Director Human Resources, ensures their execution through the senior staff members.
  13. Work with outside legal counsel in analyzing new and pending laws and regulations which directly affect the Foundation’s practices.
  14. Coordinate federal and state regulatory communications, filings, etc. Along with the Chief Executive Officer and the Vice President of Human Resources, this position informs the Presbyterian Foundation board of violations of compliance of internal policies or regulatory rules.
  15. Consults with and advises operating units and managers affected by regulatory requirements.
Demonstrated Skills

  • Displays Adaptability – Responds positively effectively to new demands and challenges; willing to learn and create ways to implement new approaches and ways of thinking; embraces continuous learning.
  • Making Effective Decisions – Analyzes information and selects the best alternatives; demonstrates decisiveness and commits to action after considering impacts and weighing alternatives; involves and consults others as needed or where appropriate.
  • Modeling Integrity and Values – Acts with integrity and builds trusting relationships; models organization’s values; champions diversity and demonstrates compassion.
  • Cultivating Partnerships – Initiates and maintains strategic relationships inside and outside the organization; proactively seeks and initiates collaborative relationships; demonstrates interpersonal diplomacy.
  • Communication – recognizes the necessity and practices open, consistent, honest, respectful and direct communication at all levels of the organization, with coworkers and constituents.
  • Unity – demonstrates a high level of teamwork within the organization providing creative ideas and high quality solutions; works with others in organization as a cohesive unit and builds a strong rapport based on mutual understanding and cooperation.
Experience and skill Requirements

  • 7-10 years’ legal practice experience in several of the following legal disciplines:
    • Not for profit law and regulation, including tax laws
    • Charitable and family estate planning, including tax laws
    • State insurance, nonprofit, and trust law as it applies to charitable gift annuities
    • Human Resources
  • Four-year baccalaureate degree and a juris doctor degree from an accredited college or university required
  • Valid license to practice law in Indiana required or applicant must meet the criteria to immediately submit Business Counsel license application upon hire.
  • The ability to quickly learn and work effectively within the polity, mission funding practices, and organizational structure of the Presbyterian Church (U.S.A.) is required.
  • Ability to effectively orient and communicate business requirements to meet legal and fiduciary responsibilities
  • Knowledge of data processing concepts to utilize computers to increase effectiveness of department’s work preferred
  • Ability to meet deadlines while managing multiple projects and activities of a complex nature required.
  • Ability to manage the expenditure of funds within an approved budget and supervise personnel for the Legal Department required
  • Ability to make competent public and compelling presentations to a variety of audiences is required
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.
  • Moderate travel is required.
Download Job Description

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
ATTN: HR Posting #21-05-1


The Presbyterian Foundation is an Equal Opportunity Employer.

Securities Specialist

Department: Operations
Posting Number: HR 21-04-1

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, proxy voting etc. This includes custodial relationships for mutual funds.
  • Performs reconciliation of securities between the trust accounting system and custodians.
  • Manages asset transfer process.
  • 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 Trust and Investment Departments. Interacts with vendor relationships for custodian, trust accounting system, and others as needed.

Required Education and Experience

  • Bachelor’s degree, in business, finance or accounting preferred or equivalent experience.
  • 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.
  • Sound 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 mostly performed indoors in a traditional office setting, however some remote work is available. Activities include extended periods of sitting and extensive work at a computer monitor.

Download Job Description

Forward resume to Lisa Pesavento
lisa.pesavento@presbyterianfoundation.org
ATTN: HR Posting #21-04-1


The Presbyterian Foundation is an Equal Opportunity Employer.