Assistant Director-Trust Services

ASSISTANT DIRECTOR OF TRUSTS
The Arc of Northern Virginia

Full-time Position

Hours:  37.5 hrs/week
Schedule: In office with the possibility of occasional remote work

Supervisor:  Ana Hughes

Salary: Starting at $65,000

Job Overview:  The Assistant Director of Trusts is responsible for ongoing administrative support to the Director of Trusts, database administration, new client management, on-going client relations, and customer service.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The Assistant provides follow-up to individuals/families, the Trustee, agencies, and attorneys to ensure a smooth process.  In addition, delivery of Trust documents in accordance policies and regulations to the Trustee. The Assistant develops community partnerships, connecting individuals with disabilities to community resources, and effectively interacting with the disability population as well as community leaders.

Responsibilities and Duties:

• Direct trust accounts with departmental policy and procedures and state laws
• Prepare trust documents per regulations for new trust clients
• Guide clients and professionals (agency staff and attorneys) through completing and signing trust documents during the trust establishment process
• Process new trusts to completion and follow up with clients in a timely manner if needed
• Responsible for daily administration of client trust accounts
• Review and update trust documents as needed
• Maintain internal trust database containing trust details and client contact information
• Conduct monthly oversight of trust activity to verify data between Trustee and internal database
• Act as a client relationship manager and liaison between clients and Trustee
• Function as an educated resource for potential, new, and established clients and professionals
• Liaise trust clients with Trustee investment officers
• Troubleshoot with Director of Trust when more complex questions arise

   Additional Responsibilities:             

• Attend advocacy, community, and education events to raise awareness of the Special Needs Trust program and services
• Participation in weekly Trust Team meetings and monthly Arc meetings
• Maintain a neat, well-organized work space
• Other tasks and duties as assigned

Qualifications:

• Proficient in MS Office Suite
• Skilled in Database Management
• Effective communicator with documented presentation skills and demonstrated strong writing ability
• Strong ability to work independently and take initiative
• Solid understanding of trust administration
• Ability to manage and prioritize multiple projects simultaneously in a fast-paced environment
• Ability to manage a small team and lead team meeting as needed
• 5+ years professional work experience
• Bachelor’s degree

Preferred Qualifications:

• Meaningful professional and personal experience with people with disabilities
• Strong understanding of public benefits and resources
• Experience within a CRM, specifically Salesforce

Special Requirements:

• The candidate selected for this position will be required to complete a Child Protective Services Registry and a Criminal Background check to the satisfaction of The Arc of Northern Virginia.  Valid motor vehicle driver’s license is required and the candidate will be required to use their own vehicle to and from appointments and meetings, with mileage reimbursement.

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