Trust Officer – Southwest Region

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    "jobOpeningName": "Trust Officer – Southwest Region",
    "departmentLabel": "Planned Giving  & Trust Services",
    "employmentStatusLabel": "Regular Full Time"
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    "datePosted": "2024-12-17",
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    "description": "<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Position Title: </span></span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Trust Officer – Southwest Region     <span style=\"font-weight: bold;\">Employment Status:</span> Full Time – 38 hours</span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Internal Class Title: </span></span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Trust Officer                             <span style=\"font-weight: bold;\">Job Classification: </span>S 22</span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Department:</span></span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> Planned Giving and Trust Services     <span style=\"font-weight: bold;\">Wage Class: </span>Exempt</span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Accountable to: </span></span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Director of PGTS                            <span style=\"font-weight: bold;\">Date Written: </span>November 2024</span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px; font-family: Arial, sans-serif;\">Position Summary:</span></span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">This position reports directly to the Director of PGTS and assists with responsibilities in the Planned Giving and Trust Department. The Trust Officer serves to build quality relationships with donors and potential donors by communicating the organization’s vision and mission so they can participate in funding its evangelistic goals. This will mean representing and effectively communicating gift planning and trust services for the Ministry at events, meetings, and with individual donors in their homes. It is crucial that this position supports the mission and values of It Is Written by exemplifying the values and beliefs of the Seventh-day Adventist Church in all interactions.</span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px; font-family: Arial, sans-serif;\">Authority &amp; Accountability:</span></span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">As delegated by and accountable to the Director of Planned Giving and Trust Services (PGTS) in accordance with It Is Written’s policies and objectives.</span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px; font-family: Arial, sans-serif;\">Essential Position Functions:</span></span></p>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Perform Trust Officer responsibilities in the Southwest Region for It Is Written. This region is defined as: California, Arizona, and the southern part of Nevada. This region is subject to change by the Director of PGTS from time to time.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Field representative at functions and with individual donors:</span>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">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.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Represent the Ministry and/or speak at seminars, major donor events, conferences, convocations, and Partnership events as assigned.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Be willing and able to travel as needed to meet donors face-to-face in their space. Plan travel to maximize travel budget by seeing as many donors as possible in a geographic territory on the same trip.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">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.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Remain continuously in contact with donors with a healthy balance of phone and written communications and face-to-face visits.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">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.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Interview donors at every opportunity to learn about their spiritual and financial situation and assist them as needed with their giving goals.</span></li>\n</ul>\n</li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Explain and assist donors with the planned giving program and processes:</span>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Explain planned giving to prospective donors and share educational materials.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Assist donors in organizing their estate plan and help them complete an Estate Questionnaire that they can present to their choice of legal counsel.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Present gift plan illustrations and proposals to donors, including options that are designed to suit their values, priorities, and goals.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Obtain information to complete the Environmental Questionnaire and Site Inspection Checklist for each parcel of real property to be part of the estate plan.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Forward information and documents to the PGTS office as needed for files and fiduciary responsibilities.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Work with office staff to follow through on the administrative recording and filing of the gift and/or estate plan. Provide instructions to the office staff as needed to make sure all details are properly handled.</span></li>\n</ul>\n</li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Administrative expectations:</span>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Initiate phone, email, hard-copy correspondence, and other contacts with donors on a consistent and regular basis.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Plan to make, on average, 35 face-to-face visits per month.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Participate in setting realistic territory goals, develop a territory communication plan, develop a plan to immerse donors in the ministry of It Is Written, and set up a schedule designed to fulfill the required levels of donor visits.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Maintain updated donor records and files, making sure that all donor data is properly entered into the database.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Complete reports that are required by the PGTS department or It Is Written.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Participate in regularly scheduled phone/video meetings and share recent progress and activities along with upcoming plans.</span></li>\n</ul>\n</li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Fulfill other responsibilities and duties as assigned.</span></li>\n</ul>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px; font-family: Arial, sans-serif;\">Performance Factors:</span></span></p>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Be a spiritual and personable leader who understands the importance of developing relationships as a vital spiritual ministry:</span>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">A mature Christian who is in agreement with all 28 fundamental Bible teachings of the Seventh-day Adventist Church and who maintains a close, growing relationship with Jesus Christ as personal Savior.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Able to discern the spiritual condition of donors and understand how to encourage them to a greater understanding of the spiritual dimension of estate stewardship.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Is a “people person” – one who loves people and learning what makes them happy. A personable, good conversationalist with a variety of interests and the ability to relate well with a wide range of people types.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Understand and communicate the mission and initiatives of It Is Written.</span></li>\n</ul>\n</li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Be an ethical and professional leader who is willing to be certified and accredited in gift planning and trust services:</span>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Obtain formal training in planned giving concepts and instruments with a commitment to continuing education in the field as required by the employer.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Is goal and task-oriented – one who is able to meet deadlines and goals, maintains a high level of self-discipline, is a self-starter in making donor visit appointments and following through, and excels in managing time on the road and in the office.</span></li>\n</ul>\n</li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Must be able to drive/operate a vehicle and have and maintain a valid driver's license.</span></li>\n</ul>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px; font-family: Arial, sans-serif;\">Position Specifications:</span></span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Qualifications, Scope, and Complexity of Duties:</span></span></p>\n<ul>\n<li><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Education:</span></span></li>\n</ul>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">A high school diploma, or equivalent, is required.</span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">A bachelor’s degree is preferred.</span></p>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span><span>Certifications:</span></li>\n</ul>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">North American Division Trust Services Certification is required. If not already certified, must obtain certification within two (2) years of initial employment.</span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Thereafter, annual continuing education is required to maintain certification.</span></p>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span><span>Experience:</span></li>\n</ul>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Planned giving and trust service experience is preferred.</span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">A minimum of seven (7) years of professional work experience is required.</span></p>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<ul>\n<li><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Membership and Mission:</span></span></li>\n</ul>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Embrace the mission and values of It Is Written and be a member in good standing of the Seventh-day Adventist Church.</span></p>\n<ul>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Skills, scope, and complexity of duties:</span></span>\n<ul>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Exhibit excellent written and verbal communication skills.</span></li>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Ability to exercise direction, independent judgment, make decisions, and assume responsibility.</span></li>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Exhibit excellent organizational skills and follow through on tasks and goals. </span></li>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Display a positive attitude, show concern for people, demonstrate presence, self-confidence, common sense, and good listening ability.</span></li>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Demonstrate servant leadership and exemplify a collaborative, decisive, motivating, and engaging communication style.</span></li>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Possess extreme tact and discretion, attention to detail, and a commitment to excellence.</span></li>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Commitment to pursue training on a regular basis to stay updated with the most recent trends and best practices in the industry.</span></li>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Able to exhibit Christ-like behavior in daily tasks, collaborative projects, and under stress.</span></li>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Exhibits cultural sensitivity when visiting clients’ homes. </span></li>\n</ul>\n</li>\n</ul>\n<p><br></p>\n<ul>\n<li><span style=\"font-size: 15px;\"> </span><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Interpersonal Relationships:</span></span></li>\n</ul>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">At It Is Written</span></span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">:</span></p>\n<ul>\n<li>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">President</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Manager/Treasurer</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Director of Planned Giving and Trust Services</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Office Staff</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">AMM Support Staff</span></li>\n</ul>\n</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 13px;\"> </span><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Outside of It Is Written: </span></span></p>\n<ul>\n<li>\n<ul>\n<li><span style=\"font-size: 13px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">It Is Written donors, customers, and guests</span></li>\n<li><span style=\"font-size: 13px;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Trust Officers and professional contacts of other SDA entities</span></li>\n</ul>\n</li>\n</ul>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> Working Conditions:</span></span></p>\n<ul>\n<li>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">General working conditions of an office</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Occasional moderate to high stress levels due to meeting critical deadlines</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Physical requirements: requires standing, walking, time at a desk, reaching, climbing, and lifting (maximum of 50 lbs.)</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Travel flexibility and travel hazards.</span></li>\n</ul>\n</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Specific Requirements:</span></span></p>\n<ul>\n<li>\n<ul>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Salaried, projected 38+ regular hours per week</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Will require variable hours and weekend work</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">No special safety gear required.</span></li>\n<li><span style=\"font-size: 15px; font-family: Arial, sans-serif;\">Business casual attire required.</span></li>\n</ul>\n</li>\n</ul>\n<p><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"> </span><span style=\"font-size: 15px; font-family: Arial, sans-serif;\"></span></p>\n<ul></ul>",
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