Estate Jobs in Oklahoma City, OK

Job Description

Job Description

SUMMARY DESCRIPTION

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

REPORTING

The Estate Planning Coordinator reports to the Vice President, Advancement.

GOVERNING POLICIES

Gift Acceptance Policy and Guidelines

Personnel Policy

Trust Policy and Guidelines

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

1. Schedule meetings, coordinate activities, and provide overall support for the Estate Planning Team.

2. Enter and track data in software programs to document communications and activities of the Estate Planning Team members.

3. Process signed estate plans, including data entry, making files, and returning original estate planning documents that have been superseded.

4. Advise regarding ways to improve process efficiencies.

5. Prepare reports of estate planning activity for presentation to the Board of Directors, affiliates and others upon request.

JOB CLASSIFICATIONS AND REQUIREMENTS

• This is a full time, non-exempt position
• 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.

WORKING ENVIRONMENT

to perform job duties outside the typical office setting

DISCLAIMERS

required. Other duties may be assigned by the Vice President, Advancement or the

President.