Master Trust Administrator

Inland Regional Center•San Bernardino, CA

7d•$90,023 - $120,639•Hybrid

About The Position

Under the general direction of the Program Administrator – Master Trust and Revenue Department, the Master Trust Administrator performs trust administration duties for the Master Trust of California, a Pooled Special Needs Trust, and markets the program. The role may advocate on behalf of consumers and trust beneficiaries, while serving this population and efficiently administering trust responsibilities. The position oversees the program’s daily operations and staff, administers beneficiary distributions and trust assets, prepares accountings and financial reports, and coordinates trust documents, budgets, audits, taxes, and court-related requirements. It also supports outreach, responds to inquiries, conducts presentations and committee meetings, and maintains relevant program technology and communications channels. The role requires collaboration with attorneys, regional center staff, beneficiaries, families, care providers, and other stakeholders. It operates in a hybrid office-and-remote environment and includes agency compliance, training, travel organization, and other assigned work.

Requirements

High school diploma or equivalent and ten years of experience working in public benefits or a special needs trust department; alternatively, a bachelor’s degree from an accredited college or university in Finance, Accounting, Business, Law, Public Administration, or a related field and five years of experience in public benefits or a special needs trust department.
Experience in accounting operations, including computerized accounts receivable, and appropriate accounting knowledge and training.
General knowledge of trust accounting principles and procedures.
General knowledge of business and accounting principles and procedures.
General knowledge of Social Security rules and regulations and public benefits available to consumers.
Good verbal and written communication skills.
Ability to use Microsoft Office.
Full use of an automobile, a valid driver’s license, and automobile liability insurance at least at the minimum amount prescribed by law.
Must have and maintain a safe driving record.
Maintain good attendance and punctuality.

Nice To Haves

Five years of experience at a regional center, including experience with special needs trusts and public benefits.

Responsibilities

Oversee the daily operations of the Master Trust of California Program and market the program.
Consult with Master Trust Associates, Consumer Services Coordinators at IRC, and staff at other Regional Centers regarding trust disbursement requests and issues affecting consumers and beneficiaries.
Review and approve beneficiary distribution requests.
Manage the trust accounting software, website, social media accounts, and beneficiary website, including updates, content, and accessibility.
Prepare annual or as-needed accountings for non-court-supervised trusts, and draft accountings for court-supervised trusts in coordination with attorneys and staff.
Comply with court orders for court-supervised trusts and make timely payments consistent with those orders.
Prepare and provide documentation for auditors and tax professionals.
Prepare or coordinate beneficiary budgets.
Prepare trust documents for new trusts and coordinate their signing by the trustor.
Report on Master Trust activities and prepare financial reports for IRC’s Board of Trustees.
Conduct Master Trust Committee meetings and report policy or procedural issues requiring Committee attention.
Respond to Master Trust inquiries from attorneys, parents, regional center staff, and others.
Conduct presentations about special needs trusts and follow up on information packets sent to attorneys, parents, and others.
Provide effective and adequate supervision of Master Trust staff.
Safeguard, manage, and account for trust real estate and other non-cash assets.
Review proposed trusts for completeness and ensure assets are transferred to the Master Trust promptly, with follow-up as needed.
Process trust terminations in a timely manner.
Comply with IRC administrative requirements and ensure program compliance with agency personnel policies and procedures.
Maintain current knowledge of applicable requirements and regulations through reading, briefings, and training.
Work cooperatively with team members and maintain effective working relationships with attorneys, regional center staff, beneficiaries, care providers, family members, guardians, conservators, and others.
Organize travel efficiently and effectively.
Use office equipment appropriately, report repair needs, and keep home and office work areas neat, orderly, and free of hazards.
Follow safety rules and IRC’s Injury and Illness Prevention Plan and Workplace Violence Prevention Plan.
Work effectively in a hybrid office-and-remote environment, communicating by telephone, video conference, email, and chat while maintaining productivity.
Adapt to interruptions, changing priorities, and new assignments; keep the Program Administrator informed of pending work, work in progress, and problems.
Use assigned agency IT systems securely and follow agency protocols, procedures, rules, and requirements.
Attend required training and perform different or additional work as assigned.