Trust Administrator

Job Title: Trust Administrator

Job Summary

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.

Although the position involves working with trust funds, the primary focus is NOT banking, investment management, nor financial services.

Essential Responsibilities

• Support the achievement of individuals' personal outcomes.
• Meet face-to-face with trust beneficiaries and maintain ongoing contact with individuals involved in the beneficiary's life, including family members, professional staff, and other stakeholders.
• Evaluate beneficiaries' needs for support services, including services provided through government funding and those funded by the trust.
• Collaborate with staff and families to develop support plans that maximize government benefits and trust-funded services to enhance the beneficiary's quality of life.
• Attend regularly scheduled planning meetings conducted by support agencies.
• Identify community resources and providers that can deliver services funded by the trust.
• Arrange and coordinate appropriate support services paid for through trust funds.
• Review beneficiary disbursement requests to ensure accuracy, appropriateness, and compliance with trust guidelines.
• Monitor trust-funded services to ensure they meet beneficiary needs and maintain client satisfaction.
• Maintain accurate beneficiary files and detailed written case notes.
• Meet with attorneys, family members, and individuals to provide information and guidance on special needs trusts.
• Present to groups and attend vendor fairs to educate the community about special needs trusts and promote Achieva Family Trust services.
• Stay informed of new developments, regulations, and trends related to areas of expertise.
• Participate on work teams and committees as requested or appropriate.
• May be required to provide a personal cell phone for work purposes; may be eligible for a cell phone stipend.
• Perform other related duties as assigned.
• 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.