What are the responsibilities and job description for the Trust Assistant position at Achieva?
Job Details
Description
Trust Assistant- Allegheny County-Full-time
Are you a mission-driven individual looking for a career to make a difference in someone's life? Achieva offers career opportunities to individuals who are caring, compassionate and kind.
Achieva is an organization where everyone is valued and respected. Achieva employees support people with disabilities as they live, work, play, and follow their life aspirations. The Achieva Family Trust helps people with disabilities and their families plan for the future and enhance their lives through special needs trusts.
Position type: Full-time, hourly
Salary/rate: $20.50/hr; $2,000 Hiring/Retention Bonus!
Location: Achieva Main Office (South Side)
Position Description
Provides administrative support to the entire team at Achieva Family Trust by coordinating communications with potential and current trust beneficiaries and/or their professional representatives. Acts as the first point of contact with clients, prospective clients and/or their representatives who contact Achieva Family Trust. Reports to the Trust Administrative Supervisor.
Job Responsibilities - Highlights
- Provides initial contact for telephone, email, fax, other inquiries, and assisting with clerical work, while providing excellent customer service.
- Provides information regarding the services of the Achieva Family Trust and respond to specific questions regarding an individual's trust, such as status of disbursements or trust balance.
- Expedites responses to inquiries by evaluating the nature of the contact and resolving appropriate disposition and communicates with trust administrators for additional information.
- Communicates with Trust Administrators for additional information related to disbursement requests and other information necessary for the administration of beneficiaries' trust accounts.
- Facilitates the process of welcome packet information to new trust beneficiaries and prepares general correspondence regarding Achieva Family Trust.
- Prepare and facilitate mass mailings to Trust beneficiaries and professional contacts, providing consistent scanning and data entry.
- Process financial information including checks, credit cards, and access online accounts while performing and creating various Google Forms.
- Maintains the accuracy of current information regarding trust beneficiaries demographic information and coordinates the dissemination of information and contacts for Achieva Family Trust Board meetings and other events.
- Assists with the review, organization, and tracking of receipts for beneficiary purchases. Scans and uploads documentation into beneficiaries electronic files, including current and historic files to continue to pursue an electronic resource system.
- Performs other related duties as assigned. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Benefits
- Medical, dental, and vision with low employee monthly contributions and low deductibles.
- Achieva pays for term life insurance, accidental death insurance, and long term disability.
- 403(b) retirement plan. Achieva contributes to the 403(b) retirement plan after 1 year with or without employee contributions.
- Paid time off and holiday pay.
Minimum requirements
- Equivalent of an associate degree in business, accounting or human services.
- Proficient computer skills required (Google Workspace and Microsoft Office, including Excel).
- Excellent interpersonal and customer service skills necessary.
Achieva is an affirmative action and equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Achieva is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request a reasonable accommodation, contact the Human Resources Department at 412.995.5000 or jobs@achieva.info.
Qualifications
Salary : $21
