Special Needs Trust Administrator
Forge Consulting
Forge Consulting seeks a Trust Officer I to provide comprehensive administrative support to a Trust Officer and independently manage up to 30 special needs trust client accounts. This role covers daily administration, monthly/annual projects, and backup duties for Trust Officers when they are out of the office. The candidate will handle case management coordination, maintain client communications, review daily activity, assist with tax filings and asset reviews, onboarding, and collaboration #J-18808-Ljbffr Forge Consulting
Vacancy posted 10 hours ago
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