Trust Administrator Assistant

Ray Graham Association Current Openings • Lisle, IL

20d • $18

About The Position

Life's Plan Inc is looking for a part-time Trust Administrator Assistant to provide administrative support to the Trust Administrator and Executive Director, assisting with the daily management of beneficiary trusts, participant communication, referrals, account processing, and record maintenance.

Requirements

• High School Diploma/GED (Required)
• Proficiency with Microsoft Office (Outlook, Word, Excel)
• Excellent written and oral communication skills
• Ability to work independently and manage multiple priorities
• Attention to detail, empathy, and commitment to supporting individuals with disabilities

Nice To Haves

• Valid Illinois Driver’s License (Preferred)
• None required; up to 2 years of job-related experience preferred

Responsibilities

• Support the Trust Administrator in managing approximately 30% of the Pooled Trusts caseload.
• Act as a liaison between clients, legal, tax, accounting, and banking personnel.
• Assist with daily administration of trust accounts, including deposits, withdrawals, and reporting.
• Open and close trust accounts; process referrals.
• Provide personalized trustee-management and communication with participants.
• Manage trust requests and disbursements in compliance with policies.
• Maintain accurate records and assist with tax documentation.
• Provide coverage during staff absences to ensure continuity of service.
• Uphold agency mission, values, policies, and procedures in all interactions.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees