Trust Services Assistant

Life Enrichment Trust (LET) enables individuals with disabilities receiving Social Security, Supplemental Security Income, and / or Medical Assistance to secure their financial futures without endangering their source of monthly income, medical insurance, or other governmental benefits.

LET’s primary focus as a 501(c)(3) court-approved corporate fiduciary is to maintain the beneficiaries’ eligibility and fully comply with all Social Security and Medicaid regulations and guidelines. The goal is to maintain the beneficiaries’ eligibility for benefits while ensuring their needs are met.

LET is currently looking to fill a Trust Service Assistant position in our Warrendale location.

The Trust Services Assistant coordinates activities related to trust administration, business services, financial reporting of trust performance, and maintenance of trust options for individuals with disabilities and their families.   DUTIES AND RESPONSIBILITIES OF THE TRUST SERVICES ASSISTANT :

• Process disbursements and deposits of trust funds, following appropriate policies and protocols.
• Verify, organize, and securely store receipts and expenditures.
• Communicate with trust beneficiaries and their advocates via telephone and email on items relating to their trust accounts.
• Maintain and organize files associated with trust accounts, including electronic storage.
• Assist with activities related to the set up and maintenance of new trusts.
• Coordinate mailings of tax documents, statements, and marketing materials.
• Perform other related duties as assigned by the Vice President of Trust Services.

REQUIRED SKILLS AND KNOWLEDGE OF THE TRUST SERVICES ASSISTANT :

LIFE ENRICHMENT TRUST OFFERS A VARIETY OF BENEFITS INCLUDING :