Special Needs Trust Administrator — Client-Focused Impact

Forge Consulting; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

Forge Consulting seeks a Trust Administrator to support a Trust Officer in administering trust accounts, including Special Needs Trusts and Settlement Protection Trusts. This role suits someone who understands the needs of individuals with disabilities and is committed to client care.

You will perform day-to-day account administration, assist with document preparation, asset coordination, tax filings, and reporting, while collaborating with internal teams and external professionals to ensure

Qualifications

• Associate or bachelor’s degree or equivalent experience.
• Strong communication and interpersonal skills.
• Ability to handle sensitive situations with discretion.
• Attention to detail and accuracy.
• Organizational and time management skills.
• Ability to work independently yet contribute to a team.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint).

Responsibilities

• Provide day-to-day support to the Trust Officer, ensuring tasks are handled in a timely and efficient manner.
• Assist with completing documents and forms for trust administration including account opening, ongoing trust administration, and account closing in accordance with internal policies and regulatory requirements.
• Assist with scheduling meetings, maintaining account records, and managing correspondence related to account administration.
• Assist with tasks related to special assets including real estate purchases, sales, and inspections and ensure proper documentation of special assets.
• Assist with coordination of fiduciary tax filings.
• Assist with budget and distribution tracking.
• Open and adaptable to ad-hoc research requests and special projects, with a hands-on approach to address unique client circumstances in partnership with internal teams.
• Serve as a back-up point of contact for the Trust Officer.
• Provide support to clients, families, and beneficiaries, ensuring that communication is clear, patient, and compassionate.
• Initiate, verify, and process bill payments, disbursements, and other trust-related transactions in accordance with established procedures and approval protocols.
• Maintain detailed records for accounts by reviewing records and system information to ensure accurate reporting.
• Review Trust documents to assist the Trust Officer with account administration.
• Monitor account cash balances and distributions to ensure proper administration.
• Assist with processing transactions related to the accounts, including disbursements, movement of funds, and account maintenance requests.
• Assist the Trust Officer with completing initial and annual account reviews.
• Prepare periodic reports for clients, beneficiaries, and regulatory bodies.
• Work with internal and external partners, accountants, legal professionals, and care managers.
• Participate in ongoing education and training related to trust administration

Skills

Communication and interpersonal skills

Attention to detail

Discretion and confidentiality

Organizational skills

Time management

Independent work

Team collaboration

Microsoft Office

Education

Associate or Bachelor's degree

Tools

Microsoft Office Suite

Job description

Forge Consulting seeks a Trust Administrator to support a Trust Officer in administering trust accounts, including Special Needs Trusts and Settlement Protection Trusts. This role suits someone who understands the needs of individuals with disabilities and is committed to client care.

You will perform day-to-day account administration, assist with document preparation, asset coordination, tax filings, and reporting, while collaborating with internal teams and external professionals to ensure