Trust Administrator Assistant

Trust Administrator Assistant

Life's Plan Inc is looking for a part-time Trust Administrator Assistant to provide administrative support to the Trust Administrator and Executive Director, assisting with the daily management of beneficiary trusts, participant communication, referrals, account processing, and record maintenance.

Duties and Responsibilities:

• Support the Trust Administrator in managing approximately 30% of the Pooled Trusts caseload.
• Act as a liaison between clients, legal, tax, accounting, and banking personnel.
• Assist with daily administration of trust accounts, including deposits, withdrawals, and reporting.
• Open and close trust accounts; process referrals.
• Provide personalized trustee-management and communication with participants.
• Manage trust requests and disbursements in compliance with policies.
• Maintain accurate records and assist with tax documentation.
• Provide coverage during staff absences to ensure continuity of service.
• Uphold agency mission, values, policies, and procedures in all interactions.

Education/Certification:

High School Diploma/GED (Required)

Valid Illinois Driver's License (Preferred)

Experience:

None required; up to 2 years of job-related experience preferred

Abilities:

Proficiency with Microsoft Office (Outlook, Word, Excel)

Excellent written and oral communication skills

Ability to work independently and manage multiple priorities

Attention to detail, empathy, and commitment to supporting individuals with disabilities

Schedule and Compensation:

Hourly, non-exempt role

Scheduled for three days per week, eight hours per day (maximum 24 hours/week)