Duties primarily include:

Understand the regulations, and requirements of Special Needs Trusts
Verify sub-account balance and correctness of disbursements,
Review Trust documents and disbursements to verify government benefits
Assemble, scan, print, copy, and send disbursement documents to SunTrust
Follow up in a timely manner when disbursements have not arrived
Prepare and mail appropriate Trust checks, credit and/or gift cards to clients/providers
Respond promptly to clients
Document and file important conversations with follow-up correspondence
Handle and resolve client complaints regarding disbursement issues in a timely manner
Record details of inquiries, comments and complaints
Record details of actions taken: correspondence, email, contacts to other parties, dates
Correctly label and file all hard-copy and electronic disbursement documents in a timely manner
Create, submit and file all GLScript documentation
Use NeatDesk and its Excel option to keep files organized
Promptly correspond with SunTrust via phone and email
Clear all supply orders with Trust Manager
Update documents recording all changes of address, benefit status, primary reps, Trust Plans; notify SunTrust
Enter information into new Arc database and update weekly
Develop and implement new programs pertaining to Trust
Provide guidance and meet with clients/families/agents on an as needed basis
Update internal guidance documents
Present monthly to in-house groups on the disbursement process
Coordinate activities with the Trust Manager and volunteers to ensure a seamless process
Understand and execute the role of a rep. payee/social security/SSI/SSDI; bill payments, etc.
Represent the Trust at resource fairs and events
Attend trainings as necessary and required
Maintain a neat, well-organized work space
Submit Leave requests two weeks in advance to Director of Trusts
Participate in weekly Trust Team meetings

Other functions include assisting with:

Advocacy events
Education events
Community events
Participation in twice monthly Arc team meetings
Information and Referral Calls
Other tasks and duties as required

How to apply

Please send resume and references to tmarsili@thearcofnova.org