Trust Administrator

Job Summary The Trust Administrator will support a Trust Officer in the administration of trust accounts including Special Needs Trusts and Settlement Protection Trusts This is an ideal position for someone with an understanding of the unique needs of individuals with disabilities and a passion for ensuring that all clients receive the highest level of care and attention The Trust Administrator will assist in the day to day administration of trust accounts by supporting a Trust Officer The Trust Administrator may collaborate on additional tasks projects training and responsibilities as needed Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Administrative SupportProvide day to day support to the Trust Officer ensuring that all tasks and responsibilities are handled in a timely and efficient mannerAssist with completing documents and forms for trust administration including account opening ongoing trust administration and account closing in accordance with internal policies and regulatory requirementsAssist with scheduling meetings maintaining account records and managing correspondence related to account administrationAssist with tasks related to special assets including real estate purchases sales and inspections and ensure proper documentation of special assetsAssist with coordination of fiduciary tax filingsAssist with budget and distribution trackingOpen and adaptable to ad hoc research requests and special projects with a hands on approach to address unique client circumstances in partnership with internal teamsClient and Beneficiary SupportServe as a back up point of contact for the Trust OfficerProvide support to clients families and beneficiaries ensuring that communication is clear patient and compassionateInitiate verify and process bill payments disbursements and other trust related transactions in accordance with established procedures and approval protocolsAccount ManagementMaintain detailed records for accounts by reviewing records and system information to ensure accurate reportingReview Trust documents to assist the Trust Officer with account administrationMonitor account cash balances and distributions to ensure proper administrationAssist with processing transactions related to the accounts including disbursements movement of funds and account maintenance requestsCompliance and ReportingAssist the Trust Officer with completing initial and annual account reviewsPrepare periodic reports for clients beneficiaries and regulatory bodiesCollaborationWork with internal and external partners accountants legal professionals and care managersParticipate in ongoing education and training related to trust administrationRequired Qualifications Associate or bachelors degree or equivalent experienceStrong communication and interpersonal skills with a particular focus on empathetic clear communicationStrong attention to detail and accuracyAbility to handle sensitive situations with discretion and careStrong organizational and time management skills with the ability to manage multiple priorities and deadlinesAbility to work independently while also being a contributing member of a teamProficiency with Microsoft Office Suite Excel Word PowerPointPreferred Qualifications Experience in trust administration with a focus on Special Needs Trusts or Settlement Protection TrustsExperience in a related field such as social work education non profit or financialSpecial needs background including education or advocacyPersonal Attributes Integrity Upholds the highest standards of ethical and fiduciary responsibilityDetail Oriented Demonstrates precision and diligence in client serviceProblem Solver Takes initiative to resolve complex issues demonstrating strong critical thinking and decision making skillsClient Centered Focuses on delivering exceptional service building trust based relationships with clients