Job Description
Job Description
Join a mission-driven nonprofit supporting individuals with disabilities through trust administration and beneficiary services. We're seeking a detail-oriented professional with experience in trust administration, banking operations, fiduciary services, asset management, or client service.
Responsibilities
- Process and review trust disbursement requests.
- Communicate with beneficiaries and agents to collect required documentation.
- Monitor account balances and prepare financial reports.
- Support cash management and investment-related reporting.
- Collaborate with internal teams on beneficiary spending plans.
- Document investment review meetings and action items.
- Assist with trust administration projects and beneficiary support.
Qualifications
- Bachelor's degree in Business, Finance, Accounting, or related field.
- 1-3 years of experience in fiduciary services, banking operations, trust administration, asset management, or client service.
- Strong attention to detail and organizational skills.
- Proficiency with Microsoft Office, Adobe Acrobat, and CRM systems (Salesforce preferred).
- Knowledge of trusts, estate planning, or public benefits is a plus.