Trust Director

The Arc of New Mexico•Albuquerque, NM

7d•Onsite

About The Position

The purpose of the Trust Director position is to oversee the administration, compliance, and operations of the pooled trust program held by The Arc New Mexico on behalf of beneficiaries with disabilities. This position is responsible for the collective management and distribution of trust assets, ensuring compliance with governing trust agreements, SSI and Medicaid requirements, fiduciary obligations, and applicable laws and regulations. The Trust Director also leads community outreach and education efforts regarding special needs trusts and trust services.

Requirements

Bachelor's degree required
Minimum of 3-5 years of finance or accounting experience
Proficiency in technical areas such as Microsoft Office; including Word, Outlook, Access and Excel.
Excellent oral communication skills reflecting solid customer service both in-person and via the telephone
Ability to relate well in cross-cultural environments
Ability to effectively collaborate with staff
Ability to use time effectively
Ability to focus on details
Ability to adapt to shifting priorities
Ability to position and promote opportunities
Ability and willingness to travel locally to meet agency needs
Must be able to pass comprehensive background check.
Must have car, valid driver’s license, and meet the required automobile insurance minimums for the State of New Mexico.

Nice To Haves

Legal and trust operations experience.
Bilingual, English, and Spanish

Responsibilities

Oversee pooled trust fund distributions and maintenance of trust account files
Administer trust assets in accordance with governing trust agreements, fiduciary obligations, applicable laws, and beneficiary best interests
Maintain up-to-date knowledge of SSI, Medicaid, and special needs trust regulations
Ensure discretionary trust spending supports beneficiary quality of life while protecting public benefit eligibility
Respond to beneficiary needs related to goods and services not otherwise covered through SSI, Medicaid, or other support systems
Maintain communication with beneficiaries, families, guardians, conservators, attorneys, providers, and other interested parties regarding trust activity and beneficiary needs
Work closely with attorneys, guardians, conservators, financial institutions, auditors, and investment representatives regarding trust administration matters
Ensure trust operations comply with all applicable federal, state, and local laws, regulations, policies, and governing agreements
Maintain accurate trust records, account balances, reconciliations, and required reporting documentation
Oversee trust account processing, reporting, and annual fee generation for pooled trust accounts
Ensure required tax filings, reporting obligations, and compliance documentation are completed accurately and timely
Support and coordinate internal and external audits, monitoring reviews, and regulatory inquiries
Identify operational, compliance, or fiduciary risks and implement corrective actions as needed
Oversee approved trust management software systems
Utilize accounting, reporting, and trust management tools to improve efficiency and accuracy of trust operations
Develop and improve operational procedures, workflows, and documentation standards related to trust administration
Ensure continuity and integrity of trust operations and records management
Provide statewide outreach and education regarding special needs trusts and trust services to beneficiaries, families, community agencies, providers, and the public
Serve as Trust Committee team lead and present atypical or high-risk issues for committee and/or legal review as appropriate
Participate as active member of remainder fund committee
Active member of Leadership Team; participate in agency problem solving, policy development, and organizational decision-making
Promote continuous improvement of trust services, beneficiary support, and operational effectiveness
Supervise Trust Administrative Coordinator(s): assign duties, provide training, guidance, and support
Monitor staff performance and ensure adherence to trust policies, procedures, and compliance standards
Assign temporary responsibilities to appropriate staff members when out of office to ensure continuity of trust oversight
Other Duties as Assigned and that meet the minimum qualifications of this position.