Trust Officer

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🔥 32 minutes ago

🦌 Connecticut, District of Columbia, +11 more states – Remote

🦌 Connecticut – Remote 🏛️ District of Columbia – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ⛰️ West Virginia – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

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SVN | Second Story Real Estate Management

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11 - 50 employees

SVN | Second Story Real Estate Management adds value to our community by thoughtful and strategic stewardship of our clients’ real estate investments through collaboration, problem solving and versatility. Our firm holds space with integrity and transparency for all team members to contribute meaningfully, thrive personally and prosper professionally.

📋 Description

• 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.

🎯 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.