Employment Opportunities 

Junior Trust Administrator

Shared Horizons, Inc. is a 501(c)3 dedicated to improving the quality of life for people with disabilities through the management of special needs trusts. We currently have 6.5 dedicated employees, serving as trustee to over 700 beneficiaries with various disabilities, and we manage over 25 million dollars in assets. 

Responsibilities: 

The Trust Administrator reports to the Executive Director, but supervised by the Sr. Trust Administrator. This position works directly with Trust beneficiaries and their support networks to administer funds under management in a manner that supplements the beneficiaries’ overall standard of living while ensuring that the beneficiary maintains government supports and benefits. The ideal candidate is able to think and problem solve using logical and creative methods. 

 

The Trust Administrator’s primary duties include: 

  • Responsibility for the over-all management of assigned trust accounts 

  • Remaining informed regarding assigned trust beneficiaries’ personal circumstances and maintaining contact with the beneficiary or appropriate representatives of the beneficiary 

  • Reviewing disbursement requests, weighing specific issues facing a beneficiary and making discretionary decisions to determine the appropriate and/or alternative course of action on behalf of the beneficiary. 

  • Maintaining account records in each assigned beneficiaries’ file and in Salesforce. 

  • Special projects as assigned with periodic non-traditional hours and travel 

Qualifications/experience: 

  • Ideally, prior experience in a fiduciary account administration role 

  • Bachelor’s degree from an accredited college or university, master’s degree preferred. 

  • Understanding of the federal and state social service systems and sources of benefits for with disabilities 

  • Demonstrable experience using Microsoft Office 365, QuickBooks and Salesforce 

  • Excellent interpersonal, oral and written communication skills 

  • Understanding of the legal and accounting principles governing fiduciaries 

  • Ability to work independently and multitask in an often fast paced environment 

This is a full-time position with benefits. The chosen candidate will undergo a criminal background & credit check. 

 

Required experience: 

  • A minimum of 5 years’ experience in at least two of the following areas: 

  • Trust management 

  • Disabilities field 

  • Public benefits 

  • Social Services 

Interested candidates must submit a cover letter and resume to Tresa Welch, Deputy Director of Shared Horizons via email at twelch@shared-horizons.org 

 

Please address the information below in your cover letter if not clearly addressed on your resume: 

  1. Name, residency, qualifications/education 

  2. A brief work history/experience AND required salary range

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© 2020 by Shared Horizons, Inc.

Shared Horizons, Inc. 

4301 Connecticut Avenue NW | Suite 140 | Washington, DC 20008

Phone: (202) 448-1460 | Fax: (202) 448-1461 | info@shared-horizons.org