Administrative Assistant

Administrative Assistant

Who We Are:

First Maryland Disability Trust Inc. (FMDT) is a non-profit organization serving individuals with disabilities of all ages throughout Maryland. FMDT offers cost-effective trustee and trust management services with a personal touch designed to enhance the quality of life of our beneficiaries while protecting their eligibility for public benefits. We also serve as court-appointed guardian financial power-of-attorney and as financial representative payee for public benefits.

At FMDT we help clients build long-term financial stability by managing their funds with care transparency and an understanding of the public benefits system. But we go beyond just protecting resources - we make it possible for individuals to use their trust funds in ways that enhance their daily lives support their independence and bring joy comfort and connection. By handling the financial side of things we give families and individuals the freedom to focus on what really matters:living fully and planning for a future with possibility.

Were a small and growing tight-knit team with a strong dedication to serving the disability community.

If you are an administrative professional with experience in the financial services or banking industry who wants to make a positive impact on the disability community and have an interest in furthering your career in this area we invite you to apply!

The Administrative Assistant to the Trust Team:

As the Administrative Assistant to the Trust Team youll support the Director of Legal Services and two Trust Administrators who manage trusts for individuals with disabilities throughout Maryland. The team will rely on you to handle the day-to-day tasks that keep the department running smoothly and allow the Director of Legal Services and Trust Administrators to focus on directly serving our clients.

A Typical Day May Look Like This:

Trust Administration Assistance

• Create new files in trust management system; maintain current enrollment spreadsheet; create physical files; maintain digital and physical filing system; save and record all incoming investment statements and mailings for Trust clients.
• Make purchases for beneficiaries/coordinate with vendors for payment; collaborate with other office staff and vendors to ensure client requests are fulfilled.
• Serve as liaison between Trust Administrators and clients by sending prepaid/debit cards and instructions to clients; answering calls and emails for the Director of Legal Services and Trust Administrators; taking messages; and assisting clients and their families with requests.
• Screen and schedule meetings with prospective Trust clients.
• Schedule client meetings and prepare/gather necessary meeting documents for the Director of Legal Services and Trust Administrators.
• Assist Trust Administratorswith client onboarding including preparing client packets; managing client bank accounts (including ordering checks); tax preparation; process and distribute weekly disbursements.
• Prepare and send quarterly statements to assigned Trust Clients.
• Manage deposits to and disbursements from Guardianship accounts; issue checks; record transactions in Trust administration system.
• Coordinate with the Department of Healthand staff to close out files and distribute final disbursements for deceased beneficiaries.

General Office Duties

• Assist with routine office tasks as needed including greeting visitors; answering office phone lines and following up as necessary with callers; copying/scanning documents; drafting and mailing correspondence; and sorting and distributingincoming mail.
• Prepare and distribute mass mailings (quarterly statements end-of-year statements holiday cards).
• Assist with the orientation of newly hired staff.

What Were Looking For:

• 3-5years experience in an administrative role in the financial services or banking industry
• Exceptional interpersonal skills to cultivate and maintain positive and productive relationships with trust beneficiaries and their families and advocates
• Excellent verbal and written communication skills
• Strong organizational and planning skills and attention to detail with ability to anticipate initiate and advance multiple priorities and projects concurrently
• Commitment to our mission to serve the disability community
• Strong organizational time management analytical and problem-solving skills
• Experience with customer relationship management technology/tools
• Intermediate proficiency with Excel Outlook and Word

This Position Offers:

• Annual starting salary range of $55000-$62000 commensurate with experience
• Competitive benefits including health insurance; health savings account; retirement plan; long-term disability; short-term disability
• Generous Leave and holidays
• Great career growth opportunities
• Working with a mission-driven and collaborative team

TO APPLY: Please click Apply to submit a Letter of Interest (this is important and required) and your resume (in Word format).

The First Maryland Disability Trust Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex pregnancy (including childbirth lactation and related medical conditions) physical and mental disability marital status sexual orientation gender identity gender expression genetic information (including characteristics and testing) national origin ancestry military and veteran status and any other characteristic protected by applicable law.