Special Needs Trust Advisor - In-Office, Pet-Friendly

ADVOCATES & GUARDIANS FOR THE ELDERLY & DISABLED; Longwood (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Pet friendly office

Job summary

ADVOCATES & GUARDIANS FOR THE ELDERLY & DISABLED is seeking a Trust Advisor to join our Trust Operations team in a full-time, in-office role. The candidate will support the opening of Special Needs Trust accounts, coordinate with prospects, attorneys, guardians, and clients, and help resolve moderately complex trust administration issues.

The right person will have a background in financial services, Medicaid or estate law, strong communication skills, and comfort working with multiple

Qualifications

• Excellent verbal and written communication skills.
• Ability to explain complex trust, financial, investments, and benefits information clearly.
• Strong interpersonal and telephone skills with the ability to build relationships.
• Ability to handle confidential financial, legal, medical, and personal information.
• Excellent critical thinking and problem solving with sound judgement.
• Detail-oriented with strong organizational and documentation skills.
• Proactive, self-directed, and able to own matters through resolution.

Responsibilities

• Provide superior customer service to prospects, attorneys, guardians, POAs, and referral sources.
• Interact with clients and advocates to resolve moderately complex trust administration issues.
• Meet with clients to discuss performance and asset allocations based on goals and risk tolerance.
• Review trust documents for acceptance and compliance with policies and state guidelines.
• Assist with account closing, including drafting documentation for state entities.
• Input and maintain client information in CRM and Trust Management systems.

Skills

Communication

Client relations

CRM experience

Attention to detail

Discretion

Team collaboration

Education

Bachelor’s degree preferred

3+ years related experience

Tools

CRM software

Office suite

Job description

ADVOCATES & GUARDIANS FOR THE ELDERLY & DISABLED is seeking a Trust Advisor to join our Trust Operations team in a full-time, in-office role. The candidate will support the opening of Special Needs Trust accounts, coordinate with prospects, attorneys, guardians, and clients, and help resolve moderately complex trust administration issues.

The right person will have a background in financial services, Medicaid or estate law, strong communication skills, and comfort working with multiple