Charitable Advisors LLC
  • 30-Oct-2017 to 29-Nov-2017
  • - Arc of Indiana Master Trust
  • Indianapolis, IN, USA
  • Full Time

The Trust Account Manager reports to the Trust Director and is responsible for managing all aspects of trust beneficiary accounts.

Duties and responsibilities:

1.            Process disbursement requests and submit to appropriate staff person.
2.            Update trust account records, post dividends and interest, and perform clerical duties as needed.
3.            Document funds received and update beneficiary accounts.
4.            Process and mail all disbursement checks.
5.            Compose and type business letters.
6.            Open mail and answer telephone. 
7.            Assist Trust Director and Assistant Trust Director with special projects, as needed
8.            Assist with mailings of the Trust Department, as needed.
9.            Other duties as assigned.

Qualifications/Skills:

1.            High school education or equivalent
2.            Knowledge of government benefits and needs of the disability community a plus
3.            Strong interpersonal and communication skills
4.            Prior customer service experience a plus
5.            Experience with Microsoft Office
6.            Strong verbal and written communication skills
7.            Ability to work in a fast paced environment
8.            Accounting experience a plus

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Charitable Advisors LLC
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