What are the responsibilities and job description for the Trust Administrator position at WatersEdge?
SUMMARY DESCRIPTION
The Trust Administrator assists the Vice President, Trust Administration and Corporate Counsel in trust administration activities and services to beneficiaries.
REPORTING
The Trust Administrator reports to the Vice President, Trust Administration and Corporate Counsel
GOVERNING POLICIES
Trust Policy and Guidelines
Personnel Policy
Records Management Policy
STATEMENT OF FAITH
WatersEdge declares the Bible as the foundation for its faith and practice, and affirms as its confession of faith, the Baptist Faith and Message, as revised and adopted in 2000 by the Southern Baptist Convention https://bfm.sbc.net/bfm2000/.
BROAD JOB RESPONSIBILITIES
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Administer all taxable trust accounts; this includes opening the accounts, conducting reviews, processing distributions, posting statements, closing the accounts, and interacting with the Advancement Team and clients
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Work with team members to ensure the smooth and effective administration of trust accounts.
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Serve as the main staff contact for gift annuities, charitable remainder trusts, irrevocable trusts, and donor advised funds.
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Assist the Vice President, Trust Administration and the Corporate Counsel in estate administration, property management, and life care client services.
JOB REQUIREMENTS
- As a Christian organization, WatersEdge qualifies for a religious organization exception to Title VII of the Civil Rights Act of 1964. Therefore, this position requires active membership in a Southern Baptist church (which is defined as a church which is cooperating with Oklahoma Baptists).
WORKING ENVIRONMENT
- This position generally works in an office environment but may occasionally be required to perform job duties outside the typical office setting.
- Travel and operation of a vehicle may be required.
DISCLAIMERS
- WatersEdge is an at-will employer.
- This job description is not intended to be a complete list of all duties and responsibilities required. Other duties may be assigned by the CEO.
Salary : $62,700 - $75,000