Job Information
First Maryland Disability Trust Trust Administrator in Lutherville Timonium, Maryland
The Trust Administrator: The Trust Administrator will manage a broad portfolio offirst-party, pooled special needs trusts, and work closely with trust beneficiaries, family members, and other parties and the Trust Administration Team to ensure funds are administered legally and according to the trust documents, and to ensure clients needs are met and policies and procedures are designed to best serve our clients.
A Typical Day May Look Like This:
- Communicate and collaborate about trusts and clients needs with clients and their family members, guardians, advocates, medical professionals, attorneys and accountants, and governmental agencies about the special needs trust and the clients needs.
- Meet with prospective clients, their families and/or counsel to explain our trust management services.
- Assist with completing trust agreements and joinder agreements and obtain all required documentation.
- Manage and administer assigned special needs trusts.
- Manage discretionary distributions for clients.
- Represent FMDT at professional conferences and trade shows.
Itd Be Great If You Have:
- Knowledge of public benefit programs such as SSA, SSI, SSDI, Medicare, Medicaid and waiver programs in the context of their support for trust beneficiaries
- Knowledge of estate administration and guardianships
This Position Offers:
- Annual starting salary range of $55,000 to $62,000, commensurate with experience
- Competitive benefits: health insurance; health savings account; retirement plan; long-term disability; short-term disability
- Generous Leave and holidays
- Great career growth opportunities, including continuing education, conferences, and networking events
- Workingwith amission-driven and collaborative team