Trust Clerk jobs in Maryland

Trust Officer

Who We Are:
First Maryland Disability Trust, Inc. (FMDT) is a non-profit organization serving individuals with disabilities of all ages throughout Maryland. FMDT offers cost effective Trustee and trust management services with a personal touch, designed to enhance the quality of life of our beneficiaries while protecting their eligibility for public benefits.

We’re a small, tight-knit team with a strong dedication to serving the disability community.

The Trust Officer:
The Trust Officer will manage a broad portfolio of special needs trusts, and work closely with trust beneficiaries, family members, and other parties to ensure funds are administered properly and legally.

If you are experienced in Estate and Trust administration, or have an interest in pursuing a career in this area, we invite you to apply to help us make a positive impact on the lives of our clients and their families!

A Typical Day May Look Like This:

• Meet with prospective clients, their families and/or counsel to explain our trust management services.
• Communicate via phone, email, letters and in person with clients and their guardians about the special needs trust and the client’s needs.
• Assist with completing Trust Agreements and Joinder Agreements and obtain all required documentation.
• Manage assigned special needs trusts and administer them in accordance with the legal purpose and documents.
• Work with advocates, federal, state, and local governmental agencies, medical professionals, attorneys, accountants, family members, contractors, etc., as needed.
• Collaborate with the Trust Administration team to ensure client’s needs are met and policies and procedures are designed to best serve our clients.
• Manage discretionary distributions for clients.
• Collaborate with the Trust Administration team to inform prospective beneficiaries and their families and advocates about trust administration services offered by FMDT. 
• Note: The Trust Officer is not responsible for developing new trust business or investing funds on behalf of clients.

This position reports to the staff attorney.

What We're Looking For:

• A Bachelor’s degree in legal/paralegal studies, business, or related field, or equivalent work experience
• Strong knowledge of fiduciary law; trust accounting/reporting; and basic tax implications
• A commitment to our mission to serve the disability community
• Exceptional interpersonal skills to cultivate and maintain positive and productive relationships with trust beneficiaries and their families and advocates
• Strong organizational, time management, analytical, and problem-solving skills

It’d Be Great If You Have:

• Previous experience in Trust administration; however, we’re willing to train the right candidate with a strong interest in Trust Administration.
• Knowledge of public benefit programs such as SSA, SSI, SSDI, Medicare, Medicaid and waiver programs in the context of their support for trust beneficiaries
• Knowledge of estate administration and guardianships
• Intermediate proficiency with trust administration software/technology tools; Excel; Outlook; and Word.

This Position Offers:

• Competitive annual salary that reflects the value of your experience
• Excellent benefits package
• Generous Leave and holidays
• The opportunity to work with our mission-driven and collaborative team!

This position works on-site Monday through Thursday in our office in Lutherville-Timonium. Our team works remotely every Friday. Flexibility for remote work is available on an as-needed basis, as well.

More About FMDT:
It is the mission of the First Maryland Disability Trust, Inc., to enhance the quality of life, autonomy, and dignity of Marylanders with disabilities by offering cost effective trust services to protect, manage and use trust assets for our beneficiaries while preserving their eligibility for public and private benefits. For additional information about First Maryland Disability Trust, Inc., please check out our website: https://www.firstmdtrust.org/.

Sound like a good fit? Apply today!

TO APPLY: Please click “Apply” to submit a Letter of Interest (this is important and required) and your resume (in Word format).
 

The First Maryland Disability Trust, Inc., is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), national origin, ancestry, military and veteran status, and any other characteristic protected by applicable law.