Trust Administrator for Special Needs & Settlement Trusts

The Forge Companies; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

The Forge Companies seeks a Trust Administrator to support a Trust Officer in administering trust accounts, including Special Needs Trusts and Settlement Protection Trusts. You will handle day-to-day account administration and coordinate with internal teams to ensure accuracy and compliance.

Responsibilities include preparing documents, maintaining records, coordinating fiduciary tax filings, and assisting with client and beneficiary communications.

Qualifications

• Associate or bachelors degree or equivalent experience.
• Strong communication and interpersonal skills with empathy and clarity.
• Strong attention to detail and accuracy.
• Ability to handle sensitive situations with discretion and care.
• Strong organizational and time management skills with the ability to manage multiple priorities.
• Ability to work independently while also being a contributing member of 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 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 clear, patient, and compassionate communication.
• Initiate, verify, and process bill payments, disbursements, and other trust-related transactions.
• 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 with initial and annual account reviews and prepare periodic reports for clients, beneficiaries, and regulatory bodies.
• Work with internal and external partners including accountants, legal professionals, and care managers; participate in ongoing education and training related to trust administration.

Skills

Empathetic communication

Attention to detail

Discretion

Time management

Independent with teamwork

Critical thinking

Education

Associate or Bachelor's degree or equivalent experience

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

The Forge Companies seeks a Trust Administrator to support a Trust Officer in administering trust accounts, including Special Needs Trusts and Settlement Protection Trusts. You will handle day-to-day account administration and coordinate with internal teams to ensure accuracy and compliance.

Responsibilities include preparing documents, maintaining records, coordinating fiduciary tax filings, and assisting with client and beneficiary communications.