Trust Specialist
About The Position
We are looking for the right person to join our busy but friendly nonprofit! The Trust Specialist provides administrative support to the Trust Administration team, by coordinating the setup of Special Needs Trusts, including account setup, assisting with trust documentation, inputting client information into company CRM and trust system, managing online access for trust accounts, maintaining accurate client records, and delivering compassionate, high-quality service to beneficiaries, families, attorneys, guardians, and other professionals. This role requires a strong attention to detail, data entry skills, professionalism, confidentiality, and the ability to manage multiple priorities in a fast-paced mission driven environment. The ideal candidate will have excellent communication skills, strong computer skills, and will be able to resolve complex situations in a friendly, helpful manner. Banking, financial, trust, or benefits experience are strongly preferred. Must be pet friendly! We are a pet friendly office with multiple dogs in the office daily.
Requirements
- Exceptional attention to detail and organizational skills
- Strong written and verbal communication abilities
- Ability to think fast, locate answers, and resolve trust issues while responding promptly in a polite, professional manner
- Strong phone skills with a pleasant phone voice; ability to answer the phone, listen actively, relay information, and type basic information simultaneously
- Ability to manage multiple priorities and meet deadlines in a face-paced environment
- High degree of professionalism, discretion, and confidentiality
- Strong customer service and conflict de-escalation skills
- Critical thinking and problem-solving skills
- Ability to work independently while collaborating effectively within a team
- Ability to learn and navigate multiple software systems efficiently
- Strong computer skills, including proficiency in Microsoft Office Suite, including Excel, Outlook, and Word
- Must be pet friendly!
Nice To Haves
- Experience with CRMs, trust administration, or banking preferred
- Associate’s degree in business, legal, finance, or related field preferred
- Minimum three years of business and/or legal experience a plus
- Banking, Trust, or Medicaid experience a plus
Responsibilities
- Assist with trust account opening, including reviewing documentation for accuracy, completeness and proper execution, including follow up to coordinate missing documentation as needed
- Ensure exceptional customer service when communicating with clients, beneficiary advocates, attorneys, guardians, or other professionals via phone or email
- Input client account information in company CRM and trust management systems, including updating and maintaining information on an ongoing basis
- Maintain accurate electronic records and data integrity across multiple systems
- Setup and maintain clients’ physical and digital file system
- Oversee the setup and maintenance of online access for trust accounts
- Responsible for archiving digital and physical records for closed accounts
- Coordinate workflow and task follow-up across departments to ensure timely completion of trust administration activities
- Ensure files and records comply with internal procedures, regulatory requirements, and document retention standards
- Provide administrative support to the Trust Administration department, including filing, scanning, faxing, etc. as requested
- Assist with other projects and tasks as required
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
