Special Needs Trust Administrator

The Forge Companies; Brentwood (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

The Forge Companies is seeking a Trust Officer I to provide comprehensive administrative support to an assigned Trust Officer while independently managing up to 30 special needs trust client accounts.

This role handles daily administration, monthly and annual projects, and serves as a backup when Trust Officers are out of the office. You will coordinate case management, document client communications, and ensure accurate trust account records across software systems.

Qualifications

• Bachelor's degree or equivalent education, training and experience.
• CTFA certification is a plus.
• Completion of Cannon Trust School or comparable program.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills.
• Ability to prioritize tasks and delegate.
• Proficient with Microsoft Office Suite or related software.
• Proficient with or able to quickly learn about administrative and financial systems.

Responsibilities

• Provide administrative support to the assigned Trust Officer and manage up to 30 special needs trust client accounts.
• Assist with daily administration of special needs trust accounts and monthly/annual projects.
• Act as backup to Trust Officers who are out of the office.
• Coordinate case management with the team and attorneys.
• Document client communications and maintain trust account information across systems.
• Monitor daily account activity and coordinate with Investment Manager on cash needs.
• Process distributions and document approvals through proper channels.
• Oversee onboarding of new accounts and annual reviews of existing accounts.
• Ensure tax documentation for trust accounts is prepared and provided.
• Support with real estate and asset reviews as needed.
• Work with investment advisors to meet client objectives.
• Handle multiple interfaces including Excel and CRM to process trust business.

Education

Bachelor's degree or equivalent education, training and experience

CTFA (Certified Trust Financial Advisor)

Completion of Cannon Trust School or comparable program

Excellent verbal and written communication skills

Excellent interpersonal and customer service skills

Excellent organizational skills and attention to detail

Strong analytical and problem-solving skills

Strong supervisory and leadership skills

Ability to prioritize tasks and delegate

Proficient with Microsoft Office Suite

Proficient with CRM platforms

Tools

Microsoft Excel

CRM platform

Microsoft Office Suite

Job description

The Forge Companies is seeking a Trust Officer I to provide comprehensive administrative support to an assigned Trust Officer while independently managing up to 30 special needs trust client accounts.

This role handles daily administration, monthly and annual projects, and serves as a backup when Trust Officers are out of the office. You will coordinate case management, document client communications, and ensure accurate trust account records across software systems.