Trust Specialist III

Midwest Special Needs Trust, a nonprofit organization dedicated to supporting individuals with disabilities and their families, is seeking an enthusiastic and service-oriented Trust Specialist III to join our team. This position plays a pivotal role in helping individuals and families establish and administer Special Needs Trust sub-accounts across Missouri and neighboring states.

As part of a collaborative and mission-driven team, the Trust Specialist III helps ensure that financial resources are administered responsibly so individuals with disabilities can maintain independence and quality of life.

This position is a key point of contact for families, professionals, and partners. Because outreach and education are central to our mission, the ideal candidate is outgoing, personable, and comfortable speaking with groups.

If you have experience in trust consultation, law, banking, or a related financial field and are enthusiastic about building relationships and making a meaningful difference in the lives of individuals with disabilities and their families, we encourage you to apply.

Core Responsibilities

Client Consultations

• Conduct consultations with prospective clients, family members, and legal representatives to determine appropriate trust agreement documents and explain trust administration.
• Review pending trust agreement documents to ensure completeness and accuracy prior to opening trust sub-accounts.
• Follow up with responsible parties regarding pending sub-accounts.
• Maintain accurate records and tracking for pending sub-accounts.

Trust Sub-Account Openings

• Assist with entering new trust sub-accounts into the trust administration platform.
• Provide support with preparation and execution of Joinder Agreements.

Inactive Trust Accounts

• Open and maintain inactive trust sub-accounts.
• Enter inactive trust account information into the administration platform.
• Conduct annual reviews of inactive accounts.
• Transition inactive accounts to active status when necessary.

Deposits

• Maintain routine deposit reports and annuity schedules.
• Perform quarterly deposit reviews and provide reports to the Director of Trust Services in the prescribed format.

Trust Administration

• Monitor investment portfolios and coordinate requested changes in accordance with policy.
• Maintain accurate trust sub-account records in both the administration platform and electronic files.
• Enter account activity notes and other data in accordance with data entry standards.
• Provide trust-related communications and documentation to responsible parties, including public benefit reviews, account statements, trust documents, tax information, and other correspondence.
• Maintain accurate paper files using the prescribed filing system.
• Participate in staff meetings, training, and quality improvement initiatives.
• Assist with trust sub-account reviews.
• Support special data and administrative projects.

Trust Sub-Account Closings

• Complete all required procedures for closing trust sub-accounts, from initiation through final file retention.
• Prepare accounts for final distributions, including gathering Medicaid payback information and remainder beneficiary details.
• Review trust records and distribution histories to ensure accuracy.
• Process final distributions in accordance with trust agreements, policies, and procedures.

Marketing and Outreach

• Participate, as assigned, in marketing and promotional activities to increase awareness of trust services.
• Represent the organization at conferences, promotional events, and professional presentations.
• Assist with the setup and staffing of exhibit booths at conferences and outreach events.

Conferences and Professional Development

• Attend and participate in conferences, training, webinars, and other educational events as assigned.
• Maintain and complete any required certifications or continuing education requirements.

Other Duties

• Perform other duties and responsibilities as assigned.

Experience and Education Qualifications

• Bachelor’s degree from an accredited four-year college or university required.
• Five to seven years of professional experience in banking, investments, insurance, trust services, disability/social services, or a related field required.
• Effective communication, organizational, and customer service skills required.
• Driver’s license required.

To Apply: Submit your resume and cover letter to mftbt@midwestspecialneedstrust.org

Pay: $57,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• banking, trust services, disability/social services: 5 years (Required)

Ability to Commute:

• Columbia, MO 65205 (Required)

Work Location: In person

Salary : $57,000 - $60,000