What are the responsibilities and job description for the Trust Administrator position at HR Strategy Group, LLC?
Trust Administrator
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.
At FMDT, we help clients build long-term financial stability by managing their funds with care, transparency, and an understanding of the public benefits system. But we go beyond just protecting resources - we make it possible for individuals to use their trust funds in ways that enhance their daily lives, support their independence, and bring joy, comfort, and connection. By handling the financial side of things, we give families and individuals the freedom to focus on what really matters: living fully and planning for a future with possibility.
If you want to make a positive impact on the disability community and have an interest in furthering your career in trust administration, we invite you to apply!
Trust Administrator:
The Trust Administrator ensures that every client knows they are not alone - and that their needs are met with empathy and attention to detail.
You will help create a positive, trusting experience by ensuring our clients' needs are thoughtfully addressed. This position supports the well-being of our clients by making sure they receive the attention, respect, and care they deserve.
The Trust Administrator manages a broad portfolio of special needs trusts, and works closely with clients and the Trust Administration Team to ensure trust funds are administered legally and according to the trust documents. This position will ensure that clients’ needs are met. Truly, the Trust Administrator supports clients to help them live their best lives!
A Typical Day May Look Like This:
- Communicates and collaborates about clients’ needs with clients and their family members, guardians, advocates, medical professionals, attorneys and accountants, and governmental agencies.
- Manages and administers assigned special needs trusts.
- Manages discretionary distributions for clients.
- Represents FMDT at professional conferences and trade shows.
What We're Looking For:
- 3-5 years' experience in nonprofit program management, financial services, or trust administration
- Associate's degree or equivalent work experience
- Commitment to our mission to serve the disability community
- Exceptional client service skills
- Strong organizational, time management, problem-solving skills, and strong attention to detail
- Proficiency with Excel; Outlook; and Word (and ability to learn new financial software systems)
It’d Be Great If You Have (but not required!):
- Knowledge of public benefit programs (such as SSA, SSI, SSDI, Medicare, Medicaid or waiver programs)
- Prior Experience working with trust administration
This Position Offers:
- Annual starting salary range of $55,000 to $65,000, 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 - $65,000