Trust Advisor

Location: San Marino, CA (In-Person)

Position Type: Full-Time (Non-Exempt)

Reports To: Executive Vice President

Travel: Local travel required for client home visits

Salary: $60,000 – $75,000 annually (depending on experience)

About the Role

Ibar Special Needs Trust Advisors is seeking a compassionate, highly organized, and detail-oriented Trust Advisor to manage and administer trusts for individuals with special needs.

Our mission: Ibar advocates for individuals with special needs, providing compassionate guidance, trusted stewardship, and peace of mind.

This is a unique role that blends relationship management, service coordination, and structured administrative work. Trust Advisors serve as the primary point of contact for beneficiaries and their families, ensuring trust activities align with legal requirements, public benefit eligibility (e.g., SSI, Medi-Cal), and the client’s overall wellbeing.

Success in this role requires the ability to build strong relationships while maintaining professional boundaries, as well as the ability to manage a high volume of documentation, communication, and coordination.

What You’ll Do

Client & Family Relationship Management

• Serve as the primary point of contact for a caseload of approximately 30–50 clients
• Communicate regularly via phone, email, video, and in-person meetings
• Conduct periodic home visits (semi-annual or as needed)
• Build trust with clients while maintaining appropriate professional boundaries

Trust Administration & Coordination

• Coordinate services and resources to support client needs (housing, care providers, community resources, etc.)
• Ensure all trust-related activities comply with legal guidelines and public benefit requirements
• Educate families on trust structure, allowable expenses, and benefit considerations
• Collaborate with attorneys, financial institutions, courts, and other external partners

Documentation & Compliance

• Maintain accurate, timely documentation of all client interactions and activities in internal systems
• Prepare reports for corporate trustees and courts as required
• Track spending and assist in monitoring budgets in alignment with trust guidelines

Team Collaboration

• Work closely with internal team members to share information, escalate issues, and support client outcomes
• Participate in ongoing training related to special needs trusts and public benefits
• Contribute to a positive, professional, and team-oriented work environment

What Success Looks Like

• Effectively manages a caseload of 30–50 clients with strong organization and follow-through
• Maintains accurate and up-to-date documentation across all client interactions
• Communicates clearly, professionally, and consistently with families and partners
• Demonstrates sound judgment in navigating complex or sensitive situations
• Balances compassion with structure—supporting clients without overextending boundaries
• Adheres to internal processes and contributes to a consistent standard of service across the team

Who This Role is a Fit For

• Highly organized individuals who thrive in structured, process-driven environments
• Professionals who are compassionate but able to maintain clear professional boundaries
• Strong communicators comfortable managing emotional or complex conversations
• Individuals who can balance relationship management with detailed administrative responsibilities
• Self-starters who can prioritize tasks and manage competing demands

This Role is NOT a Fit For

• Individuals who prefer unstructured or loosely defined work environments
• Those who struggle with detailed documentation, follow-up, or organization
• Candidates seeking a purely social work role without administrative responsibilities
• Individuals who require constant direction or supervision

Qualifications

• Bachelor’s degree in social work, business administration, paralegal studies, or a related field
• 2–5 years of relevant experience in case management, trust administration, social services, or a related field preferred
• Strong interpersonal and communication skills
• Excellent writing, documentation, and problem-solving abilities
• Ability to coordinate services rather than act as the direct provider
• Comfortable working with legal, financial, and healthcare professionals
• Familiarity with public benefits (SSI, Medi-Cal) is a plus
• Valid driver’s license and reliable transportation required
• Bilingual in Spanish is a plus

Work Environment & Schedule

• In-person role based in San Marino, CA
• Full-time schedule (38 hours/week):
• Monday–Thursday: 9:00 AM – 5:00 PM
• Friday: 9:00 AM – 3:00 PM
• Combination of office-based work and local travel for client visits
• Significant time spent on documentation, communication, and coordination
• Business casual work environment

Benefits

• Medical: 4 Health Net plan options
• Employer covers 85% of employee-only premium
• Dependent coverage available at employee cost
• Dental: DentalGuard PPO ($1,500 annual max)
• Employer covers 50% of employee-only premium
• Vision:
• Exams and lenses every 12 months
• $150 frame allowance annually
• Employer covers 50% of employee-only premium
• Life Insurance:
• Employer-paid $10,000 term life insurance
• 401(k):
• Employer match: 100% of first 3% 50% of 3–5% contributions

Why Join Ibar

• Meaningful, mission-driven work supporting individuals with special needs
• Collaborative and supportive team environment
• Opportunity to grow within a specialized and impactful field
• Exposure to legal, financial, and social service coordination

Equal Opportunity Employer

• Ibar Special Needs Trust Advisors is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are committed to creating an inclusive environment for all employees.