The Trust Administrator’s role is to oversee all aspects of managing and administrating the special needs trust. The Trust Administrator works closely with the Executive Director, but must also engage the entire team, at Shared Horizons, to ensure trust activities are seamless.
Manages and administers the sub-accounts within the pooled special needs trust. Reviews all Trust documents, including exhibits and supplemental materials related to the Trust. The Trust Administrator functions as the point person for general account and Trust requests. Will initiate a connection with SSA, Medicaid and HUD to receive and monitor updates related to Trust management; and in response, will update Trust policies and procedures accordingly. Will plan and implement budgets for each beneficiary based on the Quality of Life Plan. Performs a variety of additional tasks related to administering the Trust. This position reports directly to the Executive Director.