What are the responsibilities and job description for the Director of Trust Administration and Development position at Passavant Memorial Homes?
Life Enrichment Trust (LET) enables individuals with disabilities receiving Social Security, Supplemental Security Income, and/or Medical Assistance to secure their financial futures without endangering their source of monthly income, medical insurance, or other governmental benefits. LET’s primary focus as a 501(c)(3) court-approved corporate fiduciary is to maintain the beneficiaries’ eligibility and fully comply with all Social Security and Medicaid regulations and guidelines. The goal is to maintain the beneficiaries’ eligibility for benefits while ensuring their needs are met.
The Director of Trust Administration and Development is a full-time position under the direct supervision of the Vice President of Trust Services and is located at the Warrendale office. This position directs and coordinates all activities concerned with trust administration and business development. This position is responsible for marketing trust options for individuals with disabilities and their families and other referral sources. This will include developing planning models for individuals and families that will maintain their government benefits and counseling individuals and families regarding their options.
DUTIES AND RESPONSIBILITIES OF THE DIRECTOR OF TRUST ADMINISTRATION AND DEVELOPMENT:
- Support the Vice President of Trust Services in the operations of Life Enrichment Trust and fulfillment of duties.
- Develop marketing plans, including creating and executing targeted marketing campaigns, when appropriate.
- Market trust options for individuals with disabilities and their families.
- Lead business development efforts as necessary, including representing the trust at planned conferences or similar events.
- Meet potential referral sources, including Elder Law firms, to develop new relationships.
- Manage all marketing materials inventory and order/create new materials as necessary.
- Develop planning models for individuals and families.
- Provide individualized counseling and assistance to individuals and families regarding options that will maintain their government benefits.
- Provide support and consultative service solutions to attorneys, financial institutions, beneficiaries, legal representatives, and provider agencies regarding trusts.
- Process disbursements/deposits of funds from/to trust accounts.
- Verify and organize receipts and expenditures.
- Maintain and organize files.
- Communicate with trust beneficiaries and their advocates via telephone and email.
- Handle various duties related to the set up and maintenance of new trusts.
- Coordinate mailings of tax documents, statements, and marketing materials.
- Review and approve disbursement of funds from trust accounts.
- Perform other duties as required and assigned.
REQUIRED SKILLS AND KNOWLEDGE OF THE DIRECTOR OF TRUST ADMINISTRATION AND DEVELOPMENT:
- Bachelor’s degree
- Juris Doctor (preferred)
- Two (2) years’ experience directly related to Trust Administration (preferred)
- Familiarity with eligibility requirements for SSI, SSDI, SS, Medicare, and Medicaid
- Familiarity with the Social Security Administration’s Program Operations Manual System (“POMS”) (preferred)
- High level of proficiency with technology, databases, and Microsoft Excel in particular
PASSAVANT MEMORIAL HOMES FAMILY OF SERVICES OFFERS:
- Competitive Wages: Starting at $100,000
- Comprehensive Health, Dental, and Vision Insurance Coverage
- Generous PTO package
- 401K Retirement Plan
- Dynamic and Supportive Work Environment
- Career Development and Advancement Opportunities
Passavant Memorial Homes Family of Services is an Equal Opportunity Employer.
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Salary : $100,000