What are the responsibilities and job description for the Trust Operations Officer I position at The Baptist Foundation of Alabama?
Company Description
The Baptist Foundation of Alabama (TBFA) helps individuals, churches, and ministries unlock more financial resources to do more ministry across the state and around the world. TBFA provides faith-aligned investment options, promotes wise Christian stewardship and estate planning, and assists churches with ministry expansion through various financial services.
Role Description
The Trust Operations Officer position will provide support of the mission, vision, and strategic goals of TBFA. The Trust Operations Officer, in collaboration with the Chief Financial Officer, the Trust Operations team, and the Ministry Engagement team, will perform multiple duties related to the administration of trusts and the accounting of all trust funds at TBFA. This position may be full-time or part-time located in Montgomery, Alabama.
Qualifications
- The ability to be a part of a working team moving toward a common goal
- A self-starter with a willingness to accept responsibility
- A willingness to participate in a program of continuing education
- Good organizational skills and attention to detail
- Commitment to keeping personal and sensitive information confidential
- Accounting degree and/or equivalent work experience preferred
Specific Responsibilities
- Maintain trusts, estates, and other accounts on trust accounting system
- Prepare, input, and balance daily activity
- Comprehend blended accounts process and reconcile at month end
- Account to various individuals, institutions, and agencies for funds deposited for investment
- Provide support to individuals and institutions related to their accounts
- Provide ongoing updates to customer relationship management database
- Collaborate in setting and meeting goals to measure success
- Other tasks as requested and/or assigned