Trust Officer

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🌵 Arizona, California, +1 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote 🎰 Nevada – 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

• Perform Trust Officer responsibilities in the Southwest Region for It Is Written. • Field representative at functions and with individual donors: Search for opportunities to communicate with people about the vision and mission of It Is Written to help facilitate donors’ goals of funding evangelistic initiatives. • Represent the Ministry and/or speak at seminars, major donor events, conferences, convocations, and Partnership events as assigned. • 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. • Maintain ongoing relationships with donors so as to always have an influence in the donor’s life for when and if they want to make current and future gifts. • Interview donors at every opportunity to learn about their spiritual and financial situation and assist them as needed with their giving goals. • Forward information and documents to the PGTS office as needed for files and fiduciary responsibilities. • Complete reports that are required by the PGTS department or It Is Written.

🎯 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. • Must be able to drive/operate a vehicle and have and maintain a valid driver's license.

🏖️ Benefits

• No special safety gear required. • Business casual attire required.