To apply for this position, click here to request an application.
Please note: applicants must be members in good standing of a Seventh-day Adventist church and possess current authorization to work in the United States.
Position Title: Field Representative
Department/location: Planned Giving and Trust Services Department/Denver, CO
Immediate Supervisor: Planned Giving and Trust Services Associate Director
Supervisory Responsibilities: None
Status: Full-time, Exempt (Administrative)
Wage Scale: Field Representative, 87–102%
Date: May 2, 2018
The mission of the Rocky Mountain Conference is to lovingly support and empower every member in our conference to know Christ and to make Him fully known through education, outreach, and service, and by communicating hope and encouraging an intimate connection with each other and with Christ
The Field Representative for Planned Giving and Trust Services visits and fulfills member requests for assistance in estate planning, including information gathering and ultimate execution of documents.
Essential Duties and Responsibilities
- Follow up leads and make appointments to meet with potential and existing clients throughout the Rocky Mountain Conference territory (Colorado, Wyoming and San Juan County, New Mexico).
- Consult with potential and existing clients on trust, will and annuity options, legal implications, account set up and distribution processes, etc. However, employee is not authorized to advise clients on financial investments or other topics specified through certification training and state laws.
- Assist Clients in signing documents prepared by the Department and approved by legal counsel.
- Consult with Director, Associate Director(s) and attorney on document preparation issues.
- Attend meetings with the Conference attorney to review documents and provide input.
- Attend and actively participate in department staff meetings.
- Assist in estate settlements as assigned.
- Ensure documents are appropriately prepared according to client instructions and have been reviewed and finalized by legal prior to the signing of documents.
- Ensure that all appointments, document preparation, follow up and execution of documents are completed in a timely manner. Ensure support staff has access to appointment calendar.
- Instruct support staff regarding client requests and document needs.
- Assist the Director in maintaining the accreditation standards, such as performing routine file review.
- Serves as a member of the Trust Acceptance Committee. Responsible for client data collection prior to the meeting and presentations during the meeting.
- Other duties as may be assigned or needed.
The following Performance Factors are used during the annual review process to determine if the employee is meeting job expectations:
- Attendance and punctuality: The employee can be depended on to be available and attend necessary meetings and arrive on time to planned events and activities. Employee can be depended upon to complete work in a timely, accurate, and thorough manner and is conscientious about assignments.
- The employee communicates effectively both verbally and in writing with supervisors, colleagues, volunteers and members.
- Wearing the armor of the Fruits of the Spirit, the employee exhibits a professional manner in dealing with others and works to maintain constructive working relationships.
- The employee works to maintain the department budget.
- The employee commits to being a life-long learner and sets measurable goals (short- and long-term) for both personal and professional development/growth.
- Be a member in good standing of a church within the Rocky Mountain Conference (within six months if moving from outside the conference).
- Faithfully return tithe to the Rocky Mountain Conference.
- Four-year college degree preferred or equivalent experience in a direct or related field.
- Must maintain the certified trust officer credential granted through the General Conference Planned Giving and Trust Services Department (must be completed at the next certification class offered after hire). This certification provides a thorough knowledge of General Conference mandated policies and procedures under which the department operates. It further assumes a good working knowledge of general principles and documents used in the creation and settlement of estates, and the ability to effectively communicate general information to clients regarding these issues.
- Must be a Colorado Notary Public, or apply to become one as soon as possible after hire.
- Has experience working in a fiduciary capacity.
- Proven ability to effectively work with people from all walks of life, including various personalities, cultures, abilities and socioeconomic backgrounds.
- Ability to make decisions in a changing environment and anticipate future needs.
- Ability to learn/utilize electronic tools as they become available.
- Excellent and persuasive communicator.
- Exceptional written, oral, interpersonal and presentation skills and the ability to effectively interface with all levels of the Conference, including senior management, local school/church leaders, volunteers and members.
- Bilingual (English and Spanish) desired.
- Competencies (skills and personal characteristics that an individual should possess in order to be successful in this position)
- Proficient with Microsoft Word and Excel
- Familiar with Google products (Gmail, Calendar, Sheets, Docs)
- Problem solving
- Job motivation/initiative
- Time management
- Life-long learner
Typical Physical Demands
Must be able to read, speak, and hear. Must be able to effectively communicate in English both orally and in writing. While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, walk, bend, kneel, and lift. Employee often works at a desk, using a computer, keyboard and mouse for extended periods of time. Must be able to type and create/view/read/modify information and documents on a computer screen. The employee is frequently required to use stairs and drive/operate a vehicle. This position requires extensive time driving in a vehicle throughout the Rocky Mountain Conference territory that includes all of Colorado, Wyoming and San Juan County, New Mexico. Some of this time will include driving through the mountains at high altitudes and will include winter driving conditions.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee works out of a well-lighted and ventilated office; however, the position requires extensive time working throughout the Conference territory in Wyoming, Colorado and New Mexico.
The position requires great flexibility in hours available for work, including evenings and weekends.