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

The Arc of Indiana Master Trust is seeking a Trust Account Manager to join the trust team.  If you enjoy helping others, are detail-oriented, have excellent verbal and written communication skills, and like to work in a fast-paced environment this could be the position for you!

The Arc Master Trust serves persons of all disabilities, including people with physical, mental, emotional, and intellectual and other developmental disabilities. The Trust Account Manager is responsible for managing all aspects of trust beneficiary accounts.  The Arc Master Trust includes two trust programs. Trust I, established in 1988, helps families provide for the financial future of their loved one without affecting eligibility for government benefits. Trust II, established in 1995, allows people with disabilities to save their own money in a trust to be used for qualified disability expenses and personal expenses.

Job Duties

•             Process disbursement requests
•             Update trust account records and perform clerical duties as needed
•             Document funds received and update beneficiary accounts
•             Process and mail all disbursement checks
•             Compose and type business letters
•             Open mail and answer telephone
•             Assist Trust Director and Assistant Trust Director with special projects, as needed
•             Assist with mailings of the Trust Department, as needed
•             Other duties as assigned

Position Qualifications:

•             Strong interpersonal skills
•             Strong verbal and written communication skills
•             Ability to work in a fast paced environment
•             Experience with Microsoft Office
•             Prior customer service experience a plus
•             Knowledge of government benefits and needs of the disability community a plus
•             Accounting experience a plus

Please click the APPLY button to submit a cover letter and resume to Melissa Justice.

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