Collective Strength. Accelerated Growth.
Trust Officer
Location
Connecticut + 12 moreAll locations: Connecticut | District Of Columbia | Maine | New Hampshire | New Jersey | New York | Maryland | Massachusetts | Pennsylvania | Rhode Island | Vermont | Virginia | West Virginia
Posted
91 days ago
Salary
0
Seniority
Lead
Job Description
Trust Officer
SVN | Second Story Real Estate Management
• This position reports directly to the Director of Planned Giving and Trust Services (PGTS) and assists with responsibilities in the PGTS Department. • The Trust Officer serves by building quality relationships with donors and potential donors. • Communicate to them the organization’s vision and mission so they can participate in funding its evangelistic goals. • Represent the Ministry and/or speak at seminars, major donor events, conferences, convocations, and Partnership events as assigned. • Plan travel to maximize travel budget by seeing as many donors as possible in a geographic territory on the same trip. • Assist donors with planned gifts, including but not limited to cash, non-cash gifts, gift annuities, life insurance gifts, wills, charitable trusts, and revocable trust plans. • Remain continuously in contact with donors with a healthy balance of phone and written communications and face-to-face visits. • Interview donors at every opportunity to learn about their spiritual and financial situation and assist them as needed with their giving goals. • Explain and assist donors with the planned giving program and processes: Explain planned giving to prospective donors and share educational materials. • Maintain updated donor records and files, making sure that all donor data is properly entered into the database. • Complete reports that are required by the PGTS department or It Is Written. • Participate in regularly scheduled phone/video meetings and share recent progress and activities along with upcoming plans.
Job Requirements
- A high school diploma, or equivalent, is required.
- A bachelor’s degree is preferred.
- North American Division Trust Services Certification is required.
- If not already certified, must obtain certification within two (2) years of initial employment.
- Planned giving and trust service experience is preferred.
- A minimum of seven (7) years of professional work experience is required.
- Exhibit excellent written and verbal communication skills.
- Ability to exercise direction, independent judgment, make decisions, and assume responsibility.
- Exhibit excellent organizational skills and follow through on tasks and goals.
- Demonstrate servant leadership and exemplify a collaborative, decisive, motivating, and engaging communication style.
- Commitment to pursue training on a regular basis to stay updated with the most recent trends and best practices in the industry.
Benefits
- No special safety gear required.
- Business casual attire required.
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