Ray Graham Association · 1 month ago
Trust Administrator Assistant
Lisle, IL
Part-time
Onsite
New Grad, Entry Level
0+ years expRay Graham Association is seeking a part-time Trust Administrator Assistant to provide administrative support to the Trust Administrator and Executive Director. The role involves managing beneficiary trusts, participant communication, referrals, account processing, and record maintenance.
Non Profit
Responsibilities
Support the Trust Administrator in managing approximately 30% of the Pooled Trusts caseload
Act as a liaison between clients, legal, tax, accounting, and banking personnel
Assist with daily administration of trust accounts, including deposits, withdrawals, and reporting
Open and close trust accounts; process referrals
Provide personalized trustee-management and communication with participants
Manage trust requests and disbursements in compliance with policies
Maintain accurate records and assist with tax documentation
Provide coverage during staff absences to ensure continuity of service
Uphold agency mission, values, policies, and procedures in all interactions
Qualification
Required
High School Diploma/GED
Proficiency with Microsoft Office (Outlook, Word, Excel)
Excellent written and oral communication skills
Ability to work independently and manage multiple priorities
Attention to detail, empathy, and commitment to supporting individuals with disabilities
Preferred
Valid Illinois Driver's License
Up to 2 years of job-related experience
Company
Ray Graham Association
Ray Graham Association specializing in Empowering people with disabilities to reach, grow, and achieve for over 70 years.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.22MKey Investors
DuPage Foundation
2024-10-08Grant· $0.22M
Leadership Team
Kim Zoeller
President and CEO
Mark Langan
Chief Development Officer
Recent News
Daily Herald
2024-11-10
Company data provided by crunchbase