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.
Job Summary
Advocacy Trust is looking for an experienced, client service focused Special Needs Trust Officer to join the team. As a Trust Officer, you will be responsible for providing trust services, building and maintaining client and partner relationships, and providing exceptional client service. Our Trust Officers works closely with the planning teams to support the Clients 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 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.
- Experience with SunGard Addvantage a plus.
- 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.
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Finance
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Disability insurance
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