What are the responsibilities and job description for the Trust Case Manager (bi-lingual Spanish) position at Protect Your Family Trust?
The Trust Case Manager plays a vital role in managing and overseeing Pooled Income and Asset Trusts with a strong emphasis on client communication and support. Working closely within a small team, the case manager will handle trust documentation, resolve issues promptly, and maintain high client interaction without the need for travel. This position demands strong organizational skills and the ability to manage multiple trust cases efficiently in a client-facing environment.
Responsibilities
- Manage Pooled Income and Pooled Asset Trusts effectively
- Communicate regularly and professionally with clients to address their needs
- Prepare and maintain accurate trust documentation
- Identify and resolve issues related to trust management promptly
- Provide ongoing support and guidance to clients regarding their trusts
- Pay client monthly bills via trust funds timely
Preferred Qualifications
- Bi-lingual (fluent in Spanish)
- Entry-level experience in Pooled Trust management
- Strong client relations abilities
- Excellent attention to detail
- Effective problem-solving skills
- Clear and professional communication
- Organizational skills and time management
Salary : $50,000 - $65,000