Trust Administrator
Trust Administrator
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Job Description
Job Details
Description
Job Title: Trust Administrator
Location: Achieva Main Office (South Side)
Employment Type: FullTime Hybrid (Up to 2 remote days per week)
Pay Rate & Type: $23.54/hr
Now Offering a $2000 new hire bonus!
Are you a missiondriven individual looking for a career to make a difference in someones life Are you seeking a position that offers flexibility to fit your schedule including various shifts and weekends Achieva offers career opportunities to individuals who are caring compassionate and kind.
Achieva is an organization where everyone is valued and respected. Achieva employees support people with disabilities as they live work play and follow their life aspirations.
About Achieva
At Achieva we envision a community where all people with disabilities lead lives of personal significance. We are an organization of professionals and community partners that help people reach their individualized goals. For over 70 years Achieva has been committed to the support and inclusion of those with disabilities.
Job Summary
Provides basic consultation and support services to trust beneficiaries and their families. Through direct contact with beneficiaries advocates for and educates regarding support plans that maximize all resources available to the person. Meets with potential beneficiaries families and attorneys to provide information on special needs trusts. Makes presentations to interested groups to provide information on special needs trusts.
Key Responsibilities
- Supports the achievement of individuals personal outcomes.
- Meets face to face and maintains contact with trust beneficiaries and others involved in the individuals life including family professional staff and others.
- Evaluates the beneficiarys need for support services including current services being provided through government funding and those that can be provided through the use of funds in the trust.
- Works collaboratively with staff and family supporting the individual to develop a support plan that maximizes government benefits and services funded through the trust to enhance the quality of life for the beneficiary.
- Attends regularly scheduled planning meetings for the beneficiary conducted by support agencies.
- Identifies community resources that can provide contracted services with funds in the trust.
- Arranges for appropriate support services to be paid for through the use of funds in trust.
- Reviews requests for disbursements for beneficiaries from funds in trust. Assures accuracy and appropriateness of all fund requests submitted.
- Monitors services being provided by trust funds to assure that they meet the beneficiarys needs and client satisfaction. and maintain files and written case notes for trust beneficiaries.
- Meets with attorneys family members and individuals to provide trust information to assist individuals interested in creating a special needs trust.
- Speaks to groups as requested and attends vendor fairs to provide information on special needs trusts and to promote the services of Achieva Family Trust.
- Maintains awareness of new developments and current trends in area(s) of expertise.
- Participates on various work teams as requested or appropriate.
- Performs other related duties as assigned. This job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Qualifications
- The equivalent of a BS or BA in social sciences counseling or related degree.
- At least 1 year of experience in social services (case management service coordination etc.
- Knowledge of services in mental health intellectual disabilities and/or physical disabilities.
- Demonstrated ability to understand and comply with financial and legal concepts
- Ability to complete Act 33/34 background checks upon employment.
- Valid drivers license and properly insured vehicle for daily use.
Why Join Achieva
- Meaningful Work: Contribute to a missiondriven organization that makes a real difference in the lives of people with disabilities and their families.
- Inclusive Culture: Be a part of a team that values diversity collaboration and personal growth.
- Comprehensive Benefits:
- Health Coverage: Medical dental and vision plans with minimal employee monthly contributions and low deductibles.
- Insurance Benefits: Achieva fully covers term life insurance accidental death insurance and longterm disability.
- Retirement Savings: Achieva contributes to your 403(b) retirement plan after one year of service regardless of employee contributions.
- Employee Assistance Program: Access to support services for personal and professional challenges.
- Generous Time Off: Paid time off and holiday pay to help you recharge and maintain worklife balance.
Achieva is an affirmative action and equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race color religion sex disability age sexual orientation gender identity or expression national origin veteran status or genetic information. Achieva is committed to providing access equal opportunity and reasonable accommodation for people with disabilities in employment its services programs and activities. To request a reasonable accommodation contact our Human Resources Department atext.650 or email .
Qualifications
The equivalent of BS or BA in Social Sciences Counseling or related degree with one to three years experience in the Social Services field. Case management experience preferred. Knowledge of services in Mental Health Intellectual Disabilities and Physical Disabilities delivery systems is essential. Knowledge of government benefits desired. Excellent interpersonal skills necessary. Computer skills required. Demonstrated ability to understand and apply financial and legal concepts to individual and family situations. Must meet Act 33 and 34 requirements. Valid Pennsylvania Drivers License and properly insured vehicle for daily use.
Achieva is an affirmative action and equal opportunity employer (EOE) and an Employer Partner under the Ticket to Work Program. All qualified applicants will receive consideration for employment without regard to race color religion sex disability age sexual orientation gender identity or expression national origin veteran status or genetic information. ACHIEVA is committed to providing access equal opportunity and reasonable accommodation for people with disabilities in employment its services programs and activities. To request a reasonable accommodation contact the Human Resource Department
Required Experience:
Unclear Seniority
Employment Type
Full-Time
