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Trust Officer

Company: Loma Linda University Careers
Location: Loma Linda
Posted on: May 26, 2023

Job Description:

Shared Services: Trust Administration (Full-Time, Day Shift) -

Our mission is to continue the teaching and healing ministry of Jesus Christ. Our core values are compassion, excellence, humility, integrity, justice, teamwork and wholeness.

The Trust Officer is responsible for an assigned group of trust agreements, gift annuities and life income agreements. Serves as liaison between LLUSS 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

Bachelor's degree required. Master's Degree in Business Administration, Accounting or Juris Doctorate Degree preferred. Minimum two years of experience in planned giving, trust administration or related field required. Minimum three years of experience in public accounting or law with an emphasis in trusts and estates preferred. Trust-services certified by the Seventh-day Adventist Church required, with 16 hours of continuing education annually required. California State Bar License or Certified Public Accountant License required or California Professional Fiduciary License required within one year of employment. Valid Driver's License required at time of hire.

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. Able to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.

Keywords: Loma Linda University Careers, Fontana , Trust Officer, Other , Loma Linda, California

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