Trust Account Manager
The Arc of Indiana is a state-wide, not-for-profit association that advocates for people with intellectual and developmental disabilities and their families. The Arc of Indiana Master Trust offers families, people of all disabilities, people with mental illness, and people 65+ an experienced, professional option for special needs trust administration.
The Arc Master Trust is seeking a trust account manager to join the trust team. Please submit a cover letter and resume to Karina Napier, Director of Beneficiary Services, knapier@arcind.org.
Job Description
The trust account manager reports to the director of beneficiary services and is responsible for managing all aspects of trust beneficiary accounts.
Duties and Responsibilities
- Respond to, work with, and assist trust beneficiaries to access their funds appropriately, while not endangering public benefits.
- Gather documentation to produce disbursement requests and submit to appropriate staff person.
- Process and mail all disbursement checks.
- Document funds received and update beneficiary accounts.
- Update trust account records for all types of transactions related to trust administration.
- Compose and type business emails and letters.
- Open mail and answer telephone.
- Assist the director of beneficiary services with special projects as needed.
- Perform clerical duties as needed.
- Other duties as assigned.
Qualifications/Skills
- High school education or equivalent
- Knowledge of government benefits and needs of the disability community a plus
- Strong interpersonal and communication skills
- Prior customer service experience a plus
- Experience with Microsoft Office, including Excel
- Strong verbal and written communication skills
- Ability to work in a fast-paced environment
- Accounting or bill paying experience a plus
Salary/Benefits
- Competitive Salary
- Medical, Vision and Dental Insurance
- 401K Contribution
- Paid parking at our downtown Indianapolis office