What are the responsibilities and job description for the Trust Assistant 2 (Deseret Trust Company) position at The Church of Jesus Christ of Latter-day Saints?
Job Description
This position assists one or two trust officers with the administration of approximately 200 and 300 accounts each. Good communication skills are required in order to effectively assist with client relationships. They must work well with others and have a desire to learn all aspects of trust administration. The assistant will be competent in basic clerical tasks, and will be asked to handle more difficult assignments as they gain experience and demonstrate ability.
The clients we serve desire to assist in building the kingdom through charitable giving and have entrusted to our stewardship a portion of their assets for that purpose. We owe an obligation to both the current donor and also to the charitable institutions who will benefit from the gift in the future.
Other important relationships include Philanthropies, Ensign Peak Advisors, local attorneys and CPAs.
Deseret Trust Company, an integrated auxiliary of The Church of Jesus Christ of Latter-day Saints, is looking for a talented Trust Assistant to join our Trust Team. As a Trust Assistant, you will assist trust officers responsible for the execution and stewardship of hundreds of charitable giving accounts that strengthen the global Church and help make the world a better place. These charitable giving accounts primarily include donor-advised funds, charitable remainder trusts, and gift annuities. You’ll have the opportunity to work with some of the best donors in the world, all in a professional and uplifting environment next to the Church’s beautiful Salt Lake City, UT headquarters on Temple Square.
Responsibilities
You will have the opportunity to help create a positive, satisfying, and inspiring ongoing giving experience for donors through your thorough gift administration support and attention to detail. You will have the opportunity to work with trust officers, other trust assistants, and our accounting and operations teams for crisp execution. Other important partnerships include Philanthropies, Ensign Peak Advisors, attorneys, financial planners, and CPAs. A successful Trust Assistant will do the following:
To perform these responsibilities, the ideal candidate will have the following skills, talents, or abilities:
About Us
Church employees find joy and satisfaction in using their unique talents and abilities to further the Lord’s work. From the IT professional who develops an app that sends the gospel message worldwide, to the facilities manager who maintains our buildings— giving Church members places to worship, teach, learn, and receive sacred ordinances—our employees seek innovative ways to share the gospel of Jesus Christ with the world. They are literally working in His kingdom.
Only members of the Church who are worthy of a temple recommend qualify for employment. Apart from this, the Church is an equal opportunity employer and does not discriminate in its employment decisions on any basis that would violate U.S. or local law.
Qualified applicants will be considered for employment without regard to race, national origin, color, gender, pregnancy, marital status, age, disability, genetic information, veteran status, or other legally protected categories that apply to the Church. The Church will make reasonable accommodations for qualified individuals with known disabilities.
This position assists one or two trust officers with the administration of approximately 200 and 300 accounts each. Good communication skills are required in order to effectively assist with client relationships. They must work well with others and have a desire to learn all aspects of trust administration. The assistant will be competent in basic clerical tasks, and will be asked to handle more difficult assignments as they gain experience and demonstrate ability.
The clients we serve desire to assist in building the kingdom through charitable giving and have entrusted to our stewardship a portion of their assets for that purpose. We owe an obligation to both the current donor and also to the charitable institutions who will benefit from the gift in the future.
Other important relationships include Philanthropies, Ensign Peak Advisors, local attorneys and CPAs.
Deseret Trust Company, an integrated auxiliary of The Church of Jesus Christ of Latter-day Saints, is looking for a talented Trust Assistant to join our Trust Team. As a Trust Assistant, you will assist trust officers responsible for the execution and stewardship of hundreds of charitable giving accounts that strengthen the global Church and help make the world a better place. These charitable giving accounts primarily include donor-advised funds, charitable remainder trusts, and gift annuities. You’ll have the opportunity to work with some of the best donors in the world, all in a professional and uplifting environment next to the Church’s beautiful Salt Lake City, UT headquarters on Temple Square.
Responsibilities
You will have the opportunity to help create a positive, satisfying, and inspiring ongoing giving experience for donors through your thorough gift administration support and attention to detail. You will have the opportunity to work with trust officers, other trust assistants, and our accounting and operations teams for crisp execution. Other important partnerships include Philanthropies, Ensign Peak Advisors, attorneys, financial planners, and CPAs. A successful Trust Assistant will do the following:
- Provide professional, frontline support for Trust Officers in delivering superior customer service to donors and advisors, including assistance with account access, navigation, donation questions, and asset transfers
- Answer phones and address questions within the scope of knowledge and direct other questions to the appropriate Trust Officer
- Timely and accurately prepare and enter ACH, check, and wire transfer information on the company accounting system
- Prepare correspondence, perform clerical functions, and assist Trust Officers with document tracking
- Assist Trust Officers with system ticklers to ensure tax, accounting, investment and distribution deadlines are met
- Assist with the day-to-day account administration, providing support for account creation and termination, grant approvals and disbursements
To perform these responsibilities, the ideal candidate will have the following skills, talents, or abilities:
- Curiosity and willingness to ask questions
- Attention to detail and the ability to follow policy, procedure and established processes
- Penchant to learn, execute, and move things along accurately and timely in a complex process
- Willingness to work collaboratively on a team, share ideas, and work toward group consensus
- Strong verbal and communication skills, ability to interface with a wide range of ages, personalities, communication styles
- Willingness to learn new skills in a fast-paced, professional environment
- Adaptability and willingness to remain flexible and adjust to challenging or changing situations
- Interest in the nonprofit sector, charitable grantmaking
- High school graduate and at least three years general office experience
- Strong with Microsoft applications and ability to learn technical things quickly
- Post-secondary certificate or degree
- Client, donor, customer, account, or other database experience
About Us
Church employees find joy and satisfaction in using their unique talents and abilities to further the Lord’s work. From the IT professional who develops an app that sends the gospel message worldwide, to the facilities manager who maintains our buildings— giving Church members places to worship, teach, learn, and receive sacred ordinances—our employees seek innovative ways to share the gospel of Jesus Christ with the world. They are literally working in His kingdom.
Only members of the Church who are worthy of a temple recommend qualify for employment. Apart from this, the Church is an equal opportunity employer and does not discriminate in its employment decisions on any basis that would violate U.S. or local law.
Qualified applicants will be considered for employment without regard to race, national origin, color, gender, pregnancy, marital status, age, disability, genetic information, veteran status, or other legally protected categories that apply to the Church. The Church will make reasonable accommodations for qualified individuals with known disabilities.
