Trust Administrator

WatersEdge • Oklahoma City, OK

1d • $62,700 - $75,000 • Onsite

About The Position

The Trust Administrator assists the Vice President, Trust Administration and Corporate Counsel in trust administration activities and services to beneficiaries.

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).

Responsibilities

• 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
• Work with team members to ensure the smooth and effective administration of trust accounts.
• Serve as the main staff contact for gift annuities, charitable remainder trusts, irrevocable trusts, and donor advised funds.
• Assist the Vice President, Trust Administration and the Corporate Counsel in estate administration, property management, and life care client services.

What This Job Offers

• Job Type: Full-time