Trust Coordinator

About the role

Join a mission‑driven nonprofit supporting individuals with disabilities through trust administration and beneficiary services. The position seeks a detail‑oriented professional with experience in trust administration, banking operations, fiduciary services, asset management, or client service.

Responsibilities

• Process and review trust disbursement requests.
• Communicate with beneficiaries and agents to collect required documentation.
• Monitor account balances and prepare financial reports.
• Support cash management and investment‑related reporting.
• Collaborate with internal teams on beneficiary spending plans.
• Document investment review meetings and action items.
• Assist with trust administration projects and beneficiary support.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• 1–3 years of experience in fiduciary services, banking operations, trust administration, asset management, or client service.
• Strong attention to detail and organizational skills.
• Proficiency with Microsoft Office, Adobe Acrobat, and CRM systems (Salesforce preferred).
• Knowledge of trusts, estate planning, or public benefits is a plus.

Benefits

• Medical, vision, dental, life, and disability insurance for contract/temporary professionals.
• Eligibility to enroll in the company 401(k) plan.