Trust Services Assistant

Job Description

Job Description

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.

LET is currently looking to fill a Trust Service Assistant position in our Warrendale location. The Trust Services Assistant coordinates activities related to trust administration, business services, financial reporting of trust performance, and maintenance of trust options for individuals with disabilities and their families.

DUTIES AND RESPONSIBILITIES OF THE TRUST SERVICES ASSISTANT:

• Process disbursements and deposits of trust funds, following appropriate policies and protocols.
• Verify, organize, and securely store receipts and expenditures.
• Communicate with trust beneficiaries and their advocates via telephone and email on items relating to their trust accounts.
• Maintain and organize files associated with trust accounts, including electronic storage.
• Assist with activities related to the set up and maintenance of new trusts.
• Coordinate mailings of tax documents, statements, and marketing materials.
• Perform other related duties as assigned by the Vice President of Trust Services.

REQUIRED SKILLS AND KNOWLEDGE OF THE TRUST SERVICES ASSISTANT:

• Five (5) years experience in Case Management, Customer Service, Social Work, Human Relations, Account Management, Financial Services, Legal Services, or related field, required.
• Familiarity with eligibility requirements for SSI, SSDI, Medicare and Medicaid, preferred.
• Competency in Microsoft Office products (Word, Excel, PowerPoint), required.
• Excellent communication, organization, and interpersonal skills, required.

LIFE ENRICHMENT TRUST OFFERS A VARIETY OF BENEFITS INCLUDING:

• Competitive Wages: $40,000-$44,000 annuallly
• 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.

INDMA

If you are having issues or need assistance while filling out the application, please reach out to [email protected].

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PMHFOS prohibits discrimination in any employment action; in admissions, referrals, operations, or delivery of services against individuals because of their race (to include hair type, hair texture, or hair style), color, religious creed (to include all aspects of religious observances and practice, as well as belief), disability, ancestry, national origin (including limited English proficiency), age (40 and over), sex (to include pregnancy status, childbirth status, breastfeeding status, sex assigned at birth, gender identity or expression, affectional or sexual orientation, and differences in sex), genetic information, marital status, membership in volunteer emergency responder organization, victim of domestic violence, sexual assault, stalking, family care responsibilities, reproductive health decisions, and retaliation for initiating a complaint of discrimination or opposing or participating in the investigation of a discriminatory practice. Visit our Compliance page for more information.

PMHFOS is dedicated to achieving a diverse workforce through application of its affirmative action, equal opportunity, and nondiscrimination policies in all aspects of employment. PMHFOS celebrates diversity and has a no-tolerance policy for harassment or discrimination of any kind. We value the unique skills, background, and experience of all of our employees.

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