Director of Trust Administration Services
Director of Trust Administration Services
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Job Description
Job Details
Description
Job Title: Director of Trust Administration Services
Location: Achieva Main Office (Pittsburgh PA)
Employment Type: FullTime Hybrid (up to 2 remote work days per week)
Pay Rate & Type: $85000/yr (Salary/Exempt)
Now Offering a $2000 new hire bonus!
Are you someone looking to make a difference in the lives of people with disabilities If so please consider applying for this opportunity to work for a dynamic and growing nonprofit organization serving as corporate trustee for special needs trusts. We serve people with all types of disabilities and help to secure their financial futures while protecting their vital government benefits.
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
The Director of Trust Administration Services oversees the provision of Trust Administration services at Achieva Family Trust. This position plays a crucial role in ensuring the proper and effective administration of trusts for which AFT serves as trustee. This position will help ensure that all trustrelated operations are conducted with integrity compliance and alignment with our mission of supporting people with disabilities and their families. Reports to the Vice President of Achieva Family Trust.
Key Responsibilities
- Supports the achievements of individuals personal outcomes serving as general legal counsel for the Achieva Family Trust.
- Responsible for the trust administration function of Achieva Family Trust. Fosters positive relationships with internal and external stakeholders and promotes a collaborative missiondriven work environment.
- Communicates with and interacts with trust beneficiaries and family members in regards to potential or existing trust accounts.
- Develops and implements initiatives to enhance the trust administration program.
- Participates on the Board Long Range Planning Committee Social Services Committee and others as requested. May be required to attend Board meetings.
- Serves as the primary point of contact regarding trust administration activities for AFT relationships with service providers.
- Ensures that computer systems are kept accurate and updated on all communications and activity regarding the trust.
- Provides leadership direction and training to trust administration staff to assure quality program planning implementation and documentation.
- Provides guidance and supervision to the entire Trust Administration Team regarding the appropriateness of trust distributions in light of applicable laws regulations policies procedures and trust document language.
- Represents Achieva Family Trust at community events and participates in speaking engagements as appropriate to assist in community education regarding Achieva Family Trust services.
- Obtains and maintains accurate and up to date information on government benefit programs as they relate to special needs trusts.
- Collaborates with the Trust Attorney and the Finance Team to facilitate the onboarding of new trusts and the closure of trusts.
- 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
- Must have experience with regards to trust administration and knowledge of government benefits preferred.
- Excellent customer service computer and oral presentation skills required.
- Must have organizational skills and ability to work independently think critically have excellent attention to detail and work well with others.
- Act 33/34 clearances required 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 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
QUALIFICATIONS:
Must have experience with regards to trust administration. Knowledge of government benefits preferred. Excellent customer service computer and oral presentation skills required. Needs to be very organized able to work independently think critically have excellent attention to detail and work well with others. Satisfactory Act 33/34 clearances required. Valid Pennsylvania Drivers License and properly insured vehicle available for daily use.
Required Experience:
Director
Employment Type
Full-Time
