Ministry Services Associate-FT

WatersEdgeOklahoma City, OK
8d$20 - $25Onsite

About The Position

The Ministry Services Associate – Term Investments supports the daily operations of the Church Extension Fund (CEF) with a primary focus on Kingdom Investments. This role provides administrative, clerical, and client service support to ensure accurate processing, timely communication, and effective coordination across the CEFteam.

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

  • Support the administration of Kingdom Investments to include opening and closing accounts, processing transactions, posting statements, and maintaining accurate records.
  • Provide professional client support through phone and email communication related to Kingdom Investments.
  • Collaborate with the Church Extension Fund team to ensure timely and accurate completion of investment-related tasks.
  • Scan, organize, and maintain documents related to Church Extension Fund activities in accordance with records management policies.
  • Prepare, process and mail letters and other correspondence as required.
  • Receive, process, and distribute incoming mail.
  • Answer rollover calls on the main phone line and route inquires appropriately.
  • Enter new client information and update existing client records in iPhi.
  • Provide relevant Kingdom Investment activity information to the Financial Analyst and Chief Lending Officer/Vice President, Church Extension Fund, to support reporting and analysis.
  • Assist with the administration of the Ministry Loan program as needed, including client communication and transaction processing.
  • Perform other duties as assigned by the Chief Lending Officer/Vice President, Church Extension Fund
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