High school diploma or equivalent with 10 years of experience in public benefits or special needs trust; or a Bachelor's degree in Finance, Accounting, Business, Law, Public Administration, or related field with 5 years of relevant experience.
Five years of experience at a regional center, preferably with special needs trusts and public benefits.
Experience in accounting operations and familiarity with computerized accounts receivable systems.
General knowledge of trust accounting principles and public benefits regulations.
Strong verbal and written communication skills, with proficiency in Microsoft Office.
Responsibilities
Oversee daily operations of the Master Trust of California Program.
Market the Master Trust program to potential beneficiaries and stakeholders.
Consult with various stakeholders regarding trust disbursement requests and issue resolution.
Review and approve beneficiary distribution requests in a timely manner.
Manage trust accounting software and ensure the accessibility of online resources for beneficiaries.
Prepare annual accountings for non-court supervised trusts and draft accountings for court-supervised trusts.
Conduct presentations on special needs trusts to various groups, enhancing community awareness and understanding.
Benefits
Generous benefits package and employee perks available.
Flexible hybrid work environment, allowing for both remote and in-office work.
Opportunities for professional development and training.
Full Job Description
SUMMARY: Under the general direction of the Program Administrator - Master Trust and Revenue Department, performs duties of Trust Administrator for the Master Trust of California, a Pooled Special Needs Trust, including marketing of the Master Trust program. May advocate on behalf of consumers/trust beneficiaries. Effectively serve this population while efficiently administering trust duties.
ANNUAL RANGE:
$90,022.61- $120,638.75 Annual Salary
GENEROUS BENEFITS PACKAGE AND EMPLOYEE PERKS:
To view our benefits package and employee perks, please click HERE.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsible for overall daily operations of the Master Trust of California Program.
Responsible for marketing the Master Trust of California Program.
Consults with Master Trust Associates, Consumer Services Coordinators at IRC and other Regional Centers regarding trust disbursement requests and in resolving issues in the best interest of the consumers/trust beneficiaries.
Review and approve beneficiary distribution requests.
Responsible for trust accounting software, website and social media accounts, and beneficiary website; to include updates, content, and accessibility.
Prepares accountings for non-court supervised trusts on an annual basis or as needed.
Prepares draft accountings for court supervised trusts and works with attorneys and staff in preparing accountings and providing information as needed.
Complies with all court orders on court supervised trusts and makes timely payments consistent with the court orders.
Prepares and documents for auditors and tax professionals.
Prepares or coordinates preparation of beneficiary budgets.
Prepares trust documents for new trusts and coordinates signing by trustor.
Reports on the activities of Master Trust and prepares financial reports for IRC's Board of Trustees.
Conducts the Master Trust Committee meetings.
Responds to inquiries regarding Master Trust from attorneys, parents, regional center staff, and others.
Conducts presentations regarding special needs trusts to parent groups, estate planning groups, attorneys and regional center staff as needed.
Conducts follow-up of trust information packets sent out to attorneys, parents, and others.
Reports to the Master Trust Committee any issues regarding policy matters or procedures raised by parent groups, regional center staff, or attorneys that require the attention of the Committee.
Provides effective and adequate supervision of Master Trust staff.
Ensures trust real estate and other non-cash assets are appropriately safeguarded, managed, and accounted for.
Reviews proposed trusts for completeness.
Ensures assets are transferred to the Master Trust in a timely manner. Conducts appropriate follow-up as needed.
Processes trust terminations in a timely manner.
Complies with the administrative requirements of IRC.
Organizes travel efficiently and effectively.
Maintains a current working knowledge of requirements and regulations pertinent to related functions. Updates knowledge through readings, briefings, and training.
Work cooperatively and effectively with others. Perform as a member of the team, answer questions, share expertise and contribute to the harmony of the team.
Ability to establish and maintain cooperative working relations with attorneys, other regional center staff, consumers/trust beneficiaries and their care providers, family members, Guardians/Conservators and/or significant others.
Use office equipment appropriately and report the need for any repairs. Keep work area at home and in the office neat, orderly and free from hazards.
Observe all safety rules and comply with IRC's Injury and Illness Prevention Plan and Workplace Violence Prevention Plan.
Ability to handle a hybrid work environment consisting of working in the office and remotely at home while maintaining work productivity and efficiency; communicate via telephone calls, video conference calls, emails, and chat rooms.
Handle change well and be flexible and adaptable in dealing with interruptions, new priorities and new assignments.
Keep Program Administrator informed of pending work, work in progress and problems encountered.
Utilize agency's IT systems as assigned, maintaining security and following agency's protocols, procedures, rules, and requirements.
Attend training sessions as required.
Comply with and ensure program compliance with agency's Personnel policies and procedures.
Perform different or additional work as assigned.
MINIMUM POSITION REQUIREMENTS:
High school diploma or equivalent and ten (10) years of experience working in public benefits or a special needs trust department; or
Bachelor's degree from an accredited college or university in Finance, Accounting, Business, Law, Public Administration or a related field and five (5) years of experience working in public benefits or a special needs trust department.
Five (5) years of experience at a regional center including, but not limited to, experience working with special needs trusts and public benefits preferred.
Experience in accounting operations, including working with computerized A/R, and appropriate accounting knowledge and training.
General knowledge of trust accounting principles and procedures.
General knowledge of business and accounting principles and procedures.
General knowledge of Social Security rules and regulations and public benefits that are available to consumers.
Maintain good attendance and punctuality.
Good verbal and written communication skills.
Ability to use Microsoft Office.
Full use of an automobile, possession of a valid driver's license and automobile liability insurance for the minimum amount prescribed by law.
