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Christian Legal Society · 2 months ago

The Baptist Foundation of California–Trust Administrator

Ontario, CA

Full-time

Onsite

Entry, Mid Level

1+ years exp

The Baptist Foundation of California is seeking a Trust Administrator to support the Chief Legal Officer in their Trust and Investment Management division. The role involves administering trusts and asset management relationships, ensuring compliance with regulations, and maintaining positive relationships with clients.

LegalLegal TechNon Profit

Responsibilities

Operation of trust and corporate fiduciary accounts, including the rendering of trust accountings and distributions in accordance with company protocols, while maintaining positive relationships with families, churches, and beneficiaries

Handling the funding aspects of trusts, including the transfer of assets, recordation of deeds, and coordinating designations of death beneficiaries with financial institutions

Trust database and document management

Administration of trusts and planned gifts, including the post-death liquidation, transfer, sale, or other disposition of trust assets, including real estate, investment and retirement accounts, and personal property

Assisting with the administration of grants to churches for local evangelism and outreach

Preparation and filing of documents in probate administration and in personal trust administration

Working to ensure that regulatory reports are completed as required to meet deadlines

Serving as a member of the Trust Administration Committee responsible for taking and maintaining minutes with respect to Trust Services Division

Assisting with the preparation of board and committee reports

Continuing to update job knowledge on current client operating systems as well as general knowledge of estates, trusts and other fiduciary accounts through education opportunities

Supporting the Legal Secretary as needed by handling related clerical functions as directed by Chief Legal Officer essential to the day-to-day duties

Qualification

Trust administrationAsset managementExcelFinance experienceAccounting experienceParalegal servicesOffice Suite proficiencyCommunication skillsInterpersonal skills