Passavant Memorial Homes · 2 months ago
Director of Trust Administration and Development
Warrendale, PA
Full-time
Onsite
Lead/Staff, Director/Executive
$100K/yr - $100K/yr
2+ years expPassavant Memorial Homes is a 501(c)(3) court-approved corporate fiduciary focused on helping individuals with disabilities secure their financial futures. The Director of Trust Administration and Development will oversee trust administration and business development, including marketing trust options and providing counseling to individuals and families to maintain their government benefits.
Individual & Family Services
Responsibilities
Support the Vice President of Trust Services in the operations of Life Enrichment Trust and fulfillment of duties
Develop marketing plans, including creating and executing targeted marketing campaigns, when appropriate
Market trust options for individuals with disabilities and their families
Lead business development efforts as necessary, including representing the trust at planned conferences or similar events
Meet potential referral sources, including Elder Law firms, to develop new relationships
Manage all marketing materials inventory and order/create new materials as necessary
Develop planning models for individuals and families
Provide individualized counseling and assistance to individuals and families regarding options that will maintain their government benefits
Provide support and consultative service solutions to attorneys, financial institutions, beneficiaries, legal representatives, and provider agencies regarding trusts
Process disbursements/deposits of funds from/to trust accounts
Verify and organize receipts and expenditures
Maintain and organize files
Communicate with trust beneficiaries and their advocates via telephone and email
Handle various duties related to the set up and maintenance of new trusts
Coordinate mailings of tax documents, statements, and marketing materials
Review and approve disbursement of funds from trust accounts
Perform other duties as required and assigned
Qualification
Required
Bachelor's degree
Familiarity with eligibility requirements for SSI, SSDI, SS, Medicare, and Medicaid
High level of proficiency with technology, databases, and Microsoft Excel in particular
Preferred
Juris Doctor
Two (2) years' experience directly related to Trust Administration
Familiarity with the Social Security Administration's Program Operations Manual System (“POMS”)
Benefits
Comprehensive Health, Dental, and Vision Insurance Coverage
Generous PTO package
401K Retirement Plan
Dynamic and Supportive Work Environment
Career Development and Advancement Opportunities
Company
Passavant Memorial Homes
It is the mission of Passavant Memorial Homes to empower individuals with intellectual disabilities and behavioral health needs to live successfully in the community.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase