The Baptist Foundation of California–Trust Administrator

Company Or Organization

The Baptist Foundation of California

Location:

Ontario, California

Job Description

Employer: The Baptist Foundation of California

To serve Trust and Investment Management division clients with excellence and integrity in support of Chief Legal Officer. The Trust Administrator should be able to perform all aspects of administering trusts and asset management relationships from inception through completion of the trust or time of engagement.

Reports to: Senior Vice President and Chief Legal Officer

Type: Regular Full-Time

Classification: Non-Exempt

Essential Duties And Tasks

• Operation of trust and corporate fiduciary accounts, including the rendering of trust accountings and distributions in accordance with company protocols, while maintaining positive relationships with families, churches, and beneficiaries.
• Handling the funding aspects of trusts, including the transfer of assets, recordation of deeds, and coordinating designations of death beneficiaries with financial institutions.
• Trust database and document management.
• Administration of trusts and planned gifts, including the post-death liquidation, transfer, sale, or other disposition of trust assets, including real estate, investment and retirement accounts, and personal property.
• Assisting with the administration of grants to churches for local evangelism and outreach.
• Preparation and filing of documents in probate administration and in personal trust administration.
• Working to ensure that regulatory reports are completed as required to meet deadlines.
• Serving as a member of the Trust Administration Committee responsible for taking and maintaining minutes with respect to Trust Services Division.
• Assisting with the preparation of board and committee reports.
• Continuing to update job knowledge on current client operating systems as well as general knowledge of estates, trusts and other fiduciary accounts through education opportunities.
• Supporting the Legal Secretary as needed by handling related clerical functions as directed by Chief Legal Officer essential to the day-to-day duties.
  
  

Education And Experience

• Bachelor’s degree
• 1 to 5 years of experience in Finance, Accounting, and/or Paralegal Services preferred.
• Excellent communication and interpersonal skills with clients.
• Excellent knowledge of Excel, Office Suite Applications, and other software programs.
  
  

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform essential functions of this job. While performing the duties of this job the employee is regularly required to stand, walk the campus, sit, and requires sufficient hand, arm, and finger dexterity to operate office machines. Requires mild physical work; some lifting, pushing, or pulling of objects over (5) five pounds, also the ability to travel off campus to acquire supplies, equipment, etc. The position requires visual acuity to read words and numbers and speaking and hearing ability enough to communicate in person or over the phone. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

For more information about the role and the Foundation visit our website here. To apply, email your résumé and cover letter to Courtney Coates at ccoates@bfcal.org.

Location:

Ontario, California

Website Or Application Links

https://bfcal.org/about-us/careers/