Trust Officer

This is a fully remote position, open to applicants in Connecticut, +12 more states.

📋 Description

• This role reports directly to the Director of Planned Giving and Trust Services (PGTS) and supports various responsibilities within the PGTS Department.

• The Trust Officer is responsible for fostering meaningful relationships with donors and prospective donors.

• They will communicate the organization's vision and mission to encourage participation in funding its evangelistic objectives.

• The individual will represent the Ministry and may be asked to speak at seminars, major donor events, conferences, convocations, and Partnership events as assigned.

• Travel plans should be organized to optimize the travel budget by visiting as many donors as feasible within a specific geographic area during a single trip.

• The Trust Officer will assist donors with planned gifts, which may include cash, non-cash gifts, gift annuities, life insurance gifts, wills, charitable trusts, and revocable trust plans.

• It is essential to maintain regular contact with donors through a healthy mix of phone calls, written communication, and face-to-face meetings.

• The role involves interviewing donors whenever possible to understand their spiritual and financial circumstances, providing assistance with their giving objectives.

• The Trust Officer will explain and assist donors with the planned giving program and its processes, providing educational materials to prospective donors.

• Keeping donor records and files up-to-date is crucial, ensuring all donor information is accurately entered into the database.

• The individual will need to prepare reports as required by the PGTS department or It Is Written.

• Participation in regularly scheduled phone or video meetings is expected, where the Trust Officer will share recent achievements and future plans.

⛳️ Requirements

• A high school diploma or its equivalent is mandatory.

• A bachelor's degree is preferred.

• North American Division Trust Services Certification is essential.

• If certification has not been obtained, it must be pursued within two (2) years of starting employment.

• Experience in planned giving and trust services is preferred.

• A minimum of seven (7) years of professional work experience is required.

• Exceptional written and verbal communication skills are necessary.

• Ability to exercise direction, independent judgment, make decisions, and take responsibility.

• Strong organizational skills and follow-through on tasks and objectives are important.

• Demonstrated servant leadership and a collaborative, decisive, motivating, and engaging communication style are essential.

• A commitment to ongoing training to stay informed of the latest trends and best practices in the field is required.

🏝️ Benefits

• No special safety gear is required.

• Business casual attire is required.