The Trust Services Officer is an assistant to the President and reports directly to him. Under the direction of the President he/she will develop and implement the policies of the ministry, both internally and externally. Areas of responsibility include:
- Marketing of the "Leaving a Christian Legacy" program
- Marketing of planned giving instruments
- Seminar presentations
- Traveling to visit clients
- Liaison with attorneys/accountants and other advisors
- Risk management
- Investments
- Administrative computing
- Client income tax return assistance
QUALIFICATIONS
Believers Stewardship Services seeks a person with an enthusiastic and maturing Christian faith who is committed to wholeheartedly serving the Lord Jesus Christ. The individual will be required to annually sign a statement of faith.
Qualifications include a minimum of a bachelor's degree in a business/accounting/finance field or equivalent experience. Trust work experience in a Bank or Trust Company will be a real advantage.
The individual should have effective communication skills and the ability to develop interpersonal relationships with the elder generation. While possessing strong organizational and administrative skills, the Trust Services Officer should also be innovative and capable of assisting in leading the Trust Services to new levels of excellence. Ability to use and direct others in the use of management-information systems is expected. Further, the individual will enjoy paying attention to detail and appreciate the interrelationship of tax accounting and legal matters.
BACKGROUND QUALIFICATIONS FOR A TRUST OFFICER
- In assembly fellowship.
- Undergraduate finance or accounting degree.
- Five years finance/accounting experience.
- Legal experience.
- Personal financial planning experience.
- Estate planning experience.
- Planned giving experience.
- Income Tax preparation experience.
- Investment management experience.
- Computer experience-especially spreadsheets.
- Good inter-personal relationships.
- Good oral and presentation skills.
- Good written communication skills.
- Good organizational skills.
- Able to handle several projects at the same time.
- Self-motivated and accountable.
- Willing to travel extensively.