Client Services Representative

Client Services Representative/Trust Administrator I (Pooled Trusts)

Who We Are:

First Maryland Disability Trust, Inc. (FMDT) is a non-profit organization serving individuals with disabilities of all ages throughout Maryland. FMDT offers cost effective trustee and trust management services with a personal touch, designed to enhance the quality of life of our beneficiaries while protecting their eligibility for public benefits. We also serve as court-appointed guardian, financial power-of-attorney, and as financial representative payee for public benefits.

We’re a small, and growing, tight-knit team with a strong dedication to serving the disability community.

If you are an experienced client services representative/trust administrator who wants to make a positive impact on the disability community and have an interest in furthering your career in this area, we invite you to apply!

The Client Services Representative (Trust Administrator I (Pooled Trusts)):
The Client Services Representative (internally, called "Trust Administrator I (Pooled Trusts)") will manage a broad portfolio of first-party, pooled special needs trusts, and work closely with trust beneficiaries, family members, and other parties and the Trust Administration Team to ensure funds are administered legally and according to the trust documents, and to ensure clients’ needs are met and policies and procedures are designed to best serve our clients.

A Typical Day May Look Like This:

• Communicate and collaborate about trusts and clients’ needs with clients and their family members, guardians, advocates, medical professionals, attorneys and accountants, and governmental agencies about the special needs trust and the client’s needs.
• Meet with prospective clients, their families and/or counsel to explain our trust management services.
• Assist with completing trust agreements and joinder agreements and obtain all required documentation.
• Manage and administer assigned special needs trusts.
• Manage discretionary distributions for clients.
• Represent FMDT at professional conferences and trade shows.

What We're Looking For:

• 3-5 years' trust administration experience, preferred
• Bachelor’s degree in legal/paralegal studies, business, or related field, or equivalent work experience
• Strong knowledge of fiduciary law; trust accounting/reporting; and basic tax implications
• Commitment to our mission to serve the disability community
• Exceptional interpersonal skills to cultivate and maintain positive and productive relationships with trust beneficiaries and their families and advocates
• Strong organizational, time management, analytical, and problem-solving skills
• Intermediate proficiency with trust administration software/technology tools; Excel; Outlook; and Word

It’d Be Great If You Have:

• Knowledge of public benefit programs such as SSA, SSI, SSDI, Medicare, Medicaid and waiver programs in the context of their support for trust beneficiaries
• Knowledge of estate administration and guardianships

This Position Offers:

• Annual starting salary range of $55,000 to $68,000, commensurate with experience
• Competitive benefits: health insurance; health savings account; retirement plan; long-term disability; short-term disability
• Generous Leave and holidays
• Great career growth opportunities, including continuing education, conferences, and networking events
• Working with a mission-driven and collaborative team

More About FMDT:
It is the mission of the First Maryland Disability Trust, Inc., to enhance the quality of life, autonomy, and dignity of Marylanders with disabilities by offering cost effective trust services to protect, manage and use trust assets for our beneficiaries while preserving their eligibility for public and private benefits. For additional information about First Maryland Disability Trust, Inc., please check out our website: First Maryland Disability Trust.

Sound like a good fit? Apply today!

TO APPLY: Please click “Apply” to submit a Letter of Interest (this is important and required) and your resume (in Word format).

The First Maryland Disability Trust, Inc., is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), national origin, ancestry, military and veteran status, and any other characteristic protected by applicable law.

Salary : $55,000 - $68,000