Special Needs Trust Officer II

The Forge Companies; Brentwood (TN); On-site; USD 70,000 - 90,000; Full time

Job summary

The Forge Companies in Brentwood, TN is seeking an experienced Special Needs Trust Officer II. This role involves managing client relationships and providing exceptional trust administration services based on legal documents and client goals.

The ideal candidate will have over 5 years of experience, preferably in the Special Needs field, with strong analytical skills and a Juris Doctor or CTFA. Join our dedicated team to support clients with financial planning tailored to their needs.

Qualifications

• 5+ years of experience in Trust Administration.
• Juris Doctor and/or CTFA with experience in the Special Needs Field preferred.
• Knowledge of a variety of Trust concepts, practices, and procedures.
• Excellent verbal and written communication skills.
• Excellent interpersonal and client service skills.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills with the ability to prioritize and delegate when needed.
• Proficient with Microsoft Office Suite or related software.

Responsibilities

• Manage Client relationships and provide trust administration services.
• Implement Trust plan based on legal documents and client needs and goals.
• Coordinate with internal and external clients to ensure effective Trust implementation and administration.
• Provide and document responsive and proactive client interactions to provide an excellent Client experience.
• Oversee new accounts set-up and correspondence.
• Oversee the investment and management of all trust assets; including annuities and real estate.
• Review and monitor daily account activity.
• Review and approve payment submissions and distributions.
• Perform annual trust account reviews.
• Review fees for accuracy.
• Mentor and coach the trust administrator by ensuring a high level of accuracy.
• Perform other duties as assigned.

Job description

Advocacy Trust is looking for an experienced, client service focused Special Needs Trust Officer II to join the team. As a Trust Officer II, you will be responsible for providing trust services, building, and maintaining client and partner relationships, and providing exceptional client service. Our Trust Officers work closely with the planning teams to support the Client’s needs. The ideal candidate will be passionate about helping others, detail oriented, proactive, and can use sound judgement.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Manage Client relationships and provide trust administration services.

Implement Trust plan based on legal documents and client needs and goals.

Coordinate with internal and external clients to ensure effective Trust implementation and administration.

Provide and document responsive and proactive client interactions to provide an excellent Client experience.

Oversee new accounts set-up and correspondence.

Oversee the investment and management of all trust assets; including annuities and real estate.

Review and monitor daily account activity.

Review and approve payment submissions and distributions.

Perform annual trust account reviews.

Review fees for accuracy.

Mentor and coach the trust administrator by ensuring a high level of accuracy.

Performs other duties as assigned.

Desired Knowledge, Skills, and Abilities

5+ years of experience in Trust Administration.

Juris Doctor and/or CTFA with experience in the Special Needs Field preferred.

Knowledge of a variety of Trust concepts, practices, and procedures.

Excellent verbal and written communication skills.

Excellent interpersonal and client service skills.

Excellent organizational skills and attention to detail.

Strong analytical and problem-solving skills.

Strong supervisory and leadership skills with the ability to prioritize and delegate when needed.

Proficient with Microsoft Office Suite or related software.

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift 15 pounds at times.

Travel Requirements

Less than 5% of the time, but occasional travel is necessary.

Who are we?

The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans specific to their needs. We continue to grow at an incredible pace with both new clients and a growing team to service them. Our clients are our passion, and we are dedicated to helping families navigate through various situations. Our core values of trust, respect, excellence, expertise, and selflessness guide our decision-making process on how to best take care of our clients and our teammates.