Estate Planning Coordinator

WatersEdge • Oklahoma City, OK

1d • $17 - $25 • Onsite

About The Position

The Estate Planning Coordinator provides administrative support to the Director of Estate Planning and the Vice President, Advancement.

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) or in a faith-aligned, evangelical church which declares the Bible as the foundation for its faith and practice.

Responsibilities

• Provide support and assist the Director of Estate Planning
• Schedule meetings, coordinate activities, and provide overall support for the Estate Planning Team
• Enter and track data in software programs to document communications and activities of the Estate Planning Team members
• Process signed estate plans, including data entry, making files, and returning original estate planning documents that have been superseded
• Submit attorney fee reimbursement requests and mail checks to donor or attorney as appropriate.
• Advise regarding ways to improve process efficiencies.
• Assist the Advancement Team Project Manager with data entry and reporting related to WatersEdge team members’ client contacts and other activities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed