Trust Administrator

Achieva • Pittsburgh, PA

3d • Hybrid

About The Position

Are you a mission-driven professional looking for a rewarding career that makes a difference in the lives of others? Achieva is seeking a Trust Administrator to support individuals with disabilities and their families by coordinating trust-funded services and ensuring long-term financial stability while protecting vital government benefits.

For over 70 years, Achieva has empowered individuals with disabilities and their families through inclusive supports and services. Our vision is a community where all people with disabilities lead lives of personal significance. We work collaboratively with families, professionals, and community partners to help individuals achieve their unique goals with dignity and respect.

The Trust Administrator provides direct consultation and support to trust beneficiaries and their families. This includes assessing needs, coordinating services, and promoting trust-funded solutions that enhance quality of life. The role also involves educating the public and professionals about special needs trusts and advocating for inclusive planning.

Requirements

• Bachelor’s degree in social sciences, counseling, or a related field
• Minimum of 1 year of experience in social services (e.g., case management or service coordination)
• Familiarity with services and systems related to intellectual disabilities, mental health, and/or physical disabilities
• Understanding of financial and legal concepts related to special needs trusts
• Must meet Act 33/34 and FBI clearance requirements
• Valid Pennsylvania driver’s license and properly insured vehicle for daily use

Responsibilities

• Support beneficiaries in achieving lives of personal significance
• Meet regularly with beneficiaries, families, and professional teams to assess and review needs
• Evaluate support services provided through government benefits and supplement with trust resources
• Collaborate with families and providers to create personalized support plans
• Review, process, and monitor trust disbursement requests
• Ensure services provided meet the needs and satisfaction of the beneficiary
• Maintain accurate case notes and beneficiary records in the case management system
• Participate in planning meetings and outreach events (e.g., vendor fairs, presentations)
• Educate individuals, attorneys, and groups on special needs trusts
• Stay current on trends and developments in the disability and financial services field
• Participate in internal work teams and projects
• Perform other duties as assigned

Benefits

• Health, Dental, and Vision Insurance with low monthly contributions and deductibles
• Company-Paid Life, AD&D, and Long-Term Disability Insurance
• 403(b) Retirement Plan with employer contributions after one year, even without employee contribution
• Employee Assistance Program for personal and professional support
• Generous Paid Time Off and Holiday Pay to promote work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level