Trust Administration Supervisor

Pittsburgh, PA - USA

Monthly Salary: Not Disclosed

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

Description

Salary: $61000 annually
Work Schedule: Full-Time 37.5-hour work week
Location: Main Office 711 Bingham Street Pittsburgh PA 15203

Sign on Bonus: Up to $2000

Make a Meaningful Impact

Are you a compassionate leader with expertise in special needs planning Achieva Family Trust is seeking a Trust Administration Supervisor to lead a team of dedicated Trust this pivotal role you will balance high-level supervision with direct advocacy helping families navigate the complexities of special needs trusts to ensure individuals with disabilities lead lives of personal significance.

About Achieva

For over 70 years Achieva has been committed to supporting and including individuals with disabilities and their families. Our vision is a community where everyone leads a life of personal significance. Achieva Family Trust provides specialized trust services that protect the assets of people with disabilities while maintaining their eligibility for critical government benefits.

Position Summary

The Trust Administration Supervisor provides day-to-day leadership guidance and training to the Trust Administration team while managing a personal caseload of beneficiaries. This role involves extensive collaboration with families attorneys and community partners to provide education on special needs trusts. You will ensure all disbursement requests and beneficiary documentations are accurate and compliant with regulatory standards. Reports to the Director of Trust Administration.

Responsibilities

Team Leadership: Provide supervision and training to Trust Administrators; review fund requests and documentation for accuracy and compliance.
Caseload Management: Maintain regular contact with beneficiaries and stakeholders; document detailed case notes and maintain accurate files.
Beneficiary Support: Assess needs for support services particularly for complex cases and identify how trust funds can supplement government benefits to enhance quality of life.
Disbursement Oversight: Review and process beneficiary disbursement requests to ensure appropriateness and regulatory compliance.
Community Outreach: Meet with families and professionals to provide information on establishing special needs trusts; develop collaborative relationships with community partners.
Advocacy & Planning: Participate in planning meetings with support agencies to develop comprehensive person-centered support plans.
Professional Development: Maintain up-to-date knowledge of trends best practices and regulatory developments in special needs trust administration.
Stipend Eligibility: Availability by cell phone for work purposes is required (cell phone stipend eligible).
Perform other related duties as assigned. Job duties may change at any time with or without notice.

Qualifications

Bachelors degree or equivalent experience preferred.
Minimum of three (3) years of Trust Administration experience required.
Prior supervisory experience is strongly preferred.
Strong organizational interpersonal and customer service skills.
Proficiency in computerized databases word processing and spreadsheet applications.
Must be able to pass required background checks including Act 33 Act 34 and FBI clearances.

Why Join Achieva

Meaningful Work: Lead a team that secures the financial and personal well-being of people with disabilities.
Inclusive Culture: Join a values-driven supportive organization.

Comprehensive Benefits Include:

Health Dental and Vision Insurance with low employee contributions
Company-Paid Life AD&D and Long-Term Disability Insurance
403(b) Retirement Plan with employer contributions after one year
Employee Assistance Program for personal and family support
Generous Paid Time Off and Holidays to support work-life balance

Our Commitment to Inclusion

Achieva is an Equal Opportunity Employer (EOE) and is committed to creating a workplace and community where all individuals feel respected included and valued. All qualified applicants will receive consideration without regard to race color religion sex age disability sexual orientation gender identity or expression national origin veteran status or genetic information. We are dedicated to providing access equal opportunity and reasonable accommodations for individuals with disabilities in employment programs and activities.

To request an accommodation contact Human Resources at ext. 650 or

Required Experience:

Manager

DescriptionSalary: $61000 annuallyWork Schedule: Full-Time 37.5-hour work weekLocation: Main Office 711 Bingham Street Pittsburgh PA 15203Sign on Bonus: Up to $2000Make a Meaningful ImpactAre you a compassionate leader with expertise in special needs planning Achieva Family Trust is seeking a Trust...