Trust Officer jobs in Maryland

H
Trust Officer
  • HR Strategy Group, LLC
  • Timonium, MD FULL_TIME




  •  


    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.

  • 1 Month Ago

C
Senior Compliance Officer
  • Chesapeake Bay Trust
  • Annapolis, MD FULL_TIME
  • Position Background: The Chesapeake Bay Trust, a non-profit grantmaking organization, seeks a Senior Compliance Officer to provide support to the Program and Finance teams on grants, contracts, and pa...
  • 10 Days Ago

C
Senior Program Officer – Capacity Building
  • Chesapeake Bay Trust
  • Annapolis, MD FULL_TIME
  • The Chesapeake Bay Trust (the Trust) seeks a new Senior Program Officer to lead the Trust’s capacity building work, one of the Trust’s four core areas of focus. The Trust’s capacity building efforts i...
  • 18 Days Ago

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Zero Trust Action Officer System Engineer III
  • Gormat
  • Annapolis, MD FULL_TIME
  • Description Respond to requests coming into the Zero Trust program office from other NSA orgs, other Government organizations and vendors. Requirements Twenty (20) years experience as a SE in programs...
  • 20 Days Ago

T
Support specialist
  • Trust & Will
  • Beltsville, MD FULL_TIME
  • Customer Service / Fully Remote - Anywhere in U.S. / Up to $23 per hour / 401k / WFH stipend mac & Apple accessories - As a Member Support Specialist you'll : Provide high-quality support for Trust & ...
  • 20 Days Ago

O
Financial Manager
  • Office of The Chief Financial Officer
  • Laurel, MD FULL_TIME
  • Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Financial Manager $103,650.00 - $157,830.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enh...
  • 19 Days Ago

P
Trust Officer
  • Peak Trust Company
  • Anchorage, AK
  • Trust Officer Location: Anchorage, AK Reports to: Fiduciary Team Manager Employment Type: Full-time, in office Overview:...
  • 3/28/2024 12:00:00 AM

F
Trust Officer
  • First Community Trust, N.A.
  • Dubuque, IA
  • First Community Trust – Financial Advisor First Community Trust is a national association and an independent trust compa...
  • 3/28/2024 12:00:00 AM

B
Trust Officer
  • Balance Staffing Company
  • Fremont, CA
  • We have an immediate opening for a Senior Trust Officer in Fremont, CA. Position Overview Under the supervision of the V...
  • 3/27/2024 12:00:00 AM

W
Trust Officer
  • Westport One
  • Mooresville, NC
  • Trust Officer My client is looking for an experienced trust officer that has administered trusts, worked directly with c...
  • 3/26/2024 12:00:00 AM

S
Trust Officer
  • State Bank of Graymont
  • Pontiac, IL
  • Company Description State Bank of Graymont is a banking company based out of Graymont, IL with locations in Pontiac, Che...
  • 3/25/2024 12:00:00 AM

S
Trust Officer
  • Sepio Capital
  • Jackson, WY
  • Sepio Trust Company (“STC”), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced a...
  • 3/25/2024 12:00:00 AM

W
Trust Officer
  • Westport One
  • Laramie, WY
  • Trust Officer Our client is looking for a traditional trust officer that can administer trusts, settle estates, while pr...
  • 3/25/2024 12:00:00 AM

B
Trust Officer
  • Bank of Clarke
  • Winchester, VA
  • Position Purpose Responsible for performing client service and administration for an assigned group of trust and investm...
  • 3/25/2024 12:00:00 AM

Maryland (US: /ˈmɛrələnd/ (listen) MERR-əl-ənd) is a state in the Mid-Atlantic region of the United States, bordering Virginia, West Virginia, and the District of Columbia to its south and west; Pennsylvania to its north; and Delaware to its east. The state's largest city is Baltimore, and its capital is Annapolis. Among its occasional nicknames are Old Line State, the Free State, and the Chesapeake Bay State. It is named after the English queen Henrietta Maria, known in England as Queen Mary. Sixteen of Maryland's twenty-three counties border the tidal waters of the Chesapeake Bay estuary and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$78,752 to $112,141