Trust Specialist

We are looking for the right person to join our busy but friendly nonprofit! The Trust Specialist provides administrative support to the Trust Administration team, by coordinating the setup of Special Needs Trusts, including account setup, assisting with trust documentation, inputting client information into company CRM and trust system, managing online access for trust accounts, maintaining accurate client records, and delivering compassionate, high-quality service to beneficiaries, families, attorneys, guardians, and other professionals. This role requires a strong attention to detail, data entry skills, professionalism, confidentiality, and the ability to manage multiple priorities in a fast-paced mission driven environment. The ideal candidate will have excellent communication skills, strong computer skills, and will be able to resolve complex situations in a friendly, helpful manner. Banking, financial, trust, or benefits experience are strongly preferred. Must be pet friendly! We are a pet friendly office with multiple dogs in the office daily.

Responsibilities & Duties - include, but are not limited to:

• Assist with trust account opening, including reviewing documentation for accuracy, completeness and proper execution, including follow up to coordinate missing documentation as needed
• Ensure exceptional customer service when communicating with clients, beneficiary advocates, attorneys, guardians, or other professionals via phone or email
• Input client account information in company CRM and trust management systems, including updating and maintaining information on an ongoing basis
• Maintain accurate electronic records and data integrity across multiple systems
• Setup and maintain clients’ physical and digital file system
• Oversee the setup and maintenance of online access for trust accounts
• Responsible for archiving digital and physical records for closed accounts
• Coordinate workflow and task follow-up across departments to ensure timely completion of trust administration activities
• Ensure files and records comply with internal procedures, regulatory requirements, and document retention standards
• Provide administrative support to the Trust Administration department, including filing, scanning, faxing, etc. as requested
• Assist with other projects and tasks as required

Supervisory Responsibility

This position has no supervisory responsibilities.
 

Work Environment

This role operates in an in-office capacity. The employee will routinely use standard office equipment such as computers, phones, printers, copiers, filing cabinets, scanners, and label makers.
 

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Position Type/Expected Hours of Work
This is a full-time hourly position. The employee is expected to be available during normal business hours, Monday through Friday 9 am – 5 pm.

Travel
No travel is expected for this position  

Job Requirements

• Exceptional attention to detail and organizational skills
• Strong written and verbal communication abilities
• Ability to think fast, locate answers, and resolve trust issues while responding promptly in a polite, professional manner
• Strong phone skills with a pleasant phone voice; ability to answer the phone, listen actively, relay information, and type basic information simultaneously
• Ability to manage multiple priorities and meet deadlines in a face-paced environment
• High degree of professionalism, discretion, and confidentiality
• Strong customer service and conflict de-escalation skills
• Critical thinking and problem-solving skills
• Ability to work independently while collaborating effectively within a team
• Ability to learn and navigate multiple software systems efficiently
• Strong computer skills, including proficiency in Microsoft Office Suite, including Excel, Outlook, and Word
• Experience with CRMs, trust administration, or banking preferred
• Must be pet friendly!

Education Requirements 

• High school diploma, GED, or equivalent required
• Associate’s degree in business, legal, finance, or related field preferred
• Minimum three years of business and/or legal experience a plus
• Banking, Trust, or Medicaid experience a plus

AGED, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.