Marketing and Trust Associate

Foundation’s Background: For 70 years the core ministry of The Baptist Foundation of California has been raising, managing, and distributing financial resources to California Southern Baptist ministries. That purpose remains our vital and vibrant focus as we manage more than $200 Million for Southern Baptist churches, institutions, organizations, and individuals who have established charitable trusts. In just the last 10 years, we have distributed more than $80 Million of earnings from those funds to benefit Christian ministries.

Summary of Position: The Marketing and Trust Associate primarily performs two essential functions within The Baptist Foundation of California: 1) assists in the management, creation, collection, and distribution of information that promotes the identity, mission clarity and priorities of the Foundation; 2) provides administrative and client relations support to the Trust Division to ensure estate plans are properly and efficiently administered.

Compensation: The compensation for this appointment will range from $25 to $28 hourly and reflects what BFC reasonably expects to pay for this staff appointment. Actual compensation may vary based on the qualifications and experience of the applicant, as well as market conditions.

Essential Duties and Responsibilities:

Assist with the creation, development, management, and execution of a strategic marketing plan which encompasses internal and external modes of communications and aesthetics management. Assist the Senior Vice President and Chief Financial Officer in developing and monitoring the related budget to accomplish the goals, strategies, of the marketing programs.
Participate in the development of branding and corporate identity
Assist with the strategic planning of marketing and promotional events, including annual CSBC meetings and BFC-sponsored activities.
Assist with client relationship management for estate planning and trust operations, including tracking status of estate plan preparation through execution, including database management, booking, and calendaring.
Assist with identification, collection, and administration of trust assets, including real property, cash accounts, personal property, or other tangible assets;
Assist President/Senior Vice President with presentations and reports to the Board and Advancement Committee.

Education, Skills and Experience:

Possess a bachelor's degree and/or equivalent experience.
Possess excellent verbal, writing, and interpersonal skills with the ability to understand and articulate the programs and objectives of the Foundation.
Possess graphic, photo, and video skills in both digital and processed formats.
Be literate on common digital programs and applications including a basic knowledge of HTML programs.

Employment Statement: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. All terms and conditions of the Foundation’s at-will employment, duties, and responsibilities are subject to the Foundation’s Personnel Manual.

Application Directions: