Trust Administration

Profile

Trust Officer
The candidate supports firm's strategic plan and the organization's mission to continue the teaching and healing ministry of Jesus Christ, while embracing the core values of Compassion, Integrity, Excellence, Teamwork, and Wholeness. . Serves as liaison between firm and the related entities served, as a corporate fiduciary, and the trustors and beneficiaries. Utilizes and coordinates with accounting, investment, legal, tax and development professionals and departments in order to assure that agreement obligations are fulfilled and to accomplish the realization of the organization's mission and philanthropic goals. Maintains working knowledge of fiduciary and general business law, with adequate federal and state tax background to apply these laws to trust and estate work. Performs other duties as needed. Job Specifications: Able to read; write legibly; speak in English with professional quality; use computer, printer, and software programs necessary to the position (e.g., Word, Excel, Outlook, PowerPoint). Operate/troubleshoot basic office equipment required for the position. Able to relate and communicate positively, effectively, and professionally with others; work calmly and respond courteously when under pressure; collaborate and accept direction. Bachelor's degree is required. Master's Degree in Business Administration, Accounting or JD degree is preferred. Should have 2+ years of experience in planned giving, trust administration or related field required. Must have 3+ years of experience in public accounting or law with an emphasis in trusts and estates preferred. California State Bar License or Certified Public Accountant License is required or California Professional Fiduciary License required within 1 year of employment.

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