Trust Administrator

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    "description": "<p><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\"><strong>Job Title: Trust Administrator</strong></span></span></p>\n\n<p><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\"><strong>Job Summary</strong></span></span></p>\n\n<p><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">The Trust Administrator provides consultation, education, and support services to trust beneficiaries (and their families) for their Special Needs Trust. Through direct contact with beneficiaries and stakeholders, the Trust Administrator advocates for individuals and assists in developing support plans that maximize available resources, including government benefits and trust-funded services. The role also involves outreach, education, and collaboration with families, attorneys, service providers, and community partners regarding special needs trusts.</span></span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\"><span style=\"background-color:#ffff00\">Although the position involves working with trust funds, the primary focus is NOT banking, investment management, nor financial services.</span></span></span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\"><strong>Essential Responsibilities</strong></span></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Support the achievement of individuals&rsquo; personal outcomes.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Meet face-to-face with trust beneficiaries and maintain ongoing contact with individuals involved in the beneficiary&rsquo;s life, including family members, professional staff, and other stakeholders.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Evaluate beneficiaries&rsquo; needs for support services, including services provided through government funding and those funded by the trust.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Collaborate with staff and families to develop support plans that maximize government benefits and trust-funded services to enhance the beneficiary&rsquo;s quality of life.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Attend regularly scheduled planning meetings conducted by support agencies.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Identify community resources and providers that can deliver services funded by the trust.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Arrange and coordinate appropriate support services paid for through trust funds.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Review beneficiary disbursement requests to ensure accuracy, appropriateness, and compliance with trust guidelines.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Monitor trust-funded services to ensure they meet beneficiary needs and maintain client satisfaction.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Maintain accurate beneficiary files and detailed written case notes.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Meet with attorneys, family members, and individuals to provide information and guidance on special needs trusts.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Present to groups and attend vendor fairs to educate the community about special needs trusts and promote Achieva Family Trust services.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Stay informed of new developments, regulations, and trends related to areas of expertise.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Participate on work teams and committees as requested or appropriate.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">May be required to provide a personal cell phone for work purposes; may be eligible for a cell phone stipend.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">Perform other related duties as assigned.</span></span></li>\n\t<li><span style=\"font-family:Arial,sans-serif\"><span style=\"color:#000000\">This job description is not intended to be a comprehensive list of all duties and responsibilities. Duties may change at any time with or without notice.</span></span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p>&nbsp;</p>\n",
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