Trust Administrator II

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 also serve as court-appointed guardian, financial power-of-attorney, and as financial representative payee for public benefits.

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

If you are an experienced trust administrator who wants to make a positive impact on the disability community and have an interest in furthering your career in this area, we invite you to apply!

The Trust Administrator II:
The Trust Administrator II has a leading role with FMDT’s Trust Administration Team to ensure that FMDT’s policies and procedures are designed to best serve our clients’ needs. The Trust Administrator II manages a broad portfolio of pooled and stand-alone special needs trusts and works closely with trust beneficiaries and family members.

A Typical Day May Look Like This:

• Communicate and collaborate about trusts and clients’ needs with clients and their family members, guardians, advocates, medical professionals, attorneys and accountants, and governmental agencies and contractors. 
• Meet with prospective clients, their families, and/or counsel to explain our trust management services.
• Complete trust agreements and joinder agreements and obtain all required documentation, in collaboration with the Trust Administration Team.
• Collaborate with FMDT’s property manager to manage residences held in trust for beneficiaries, facilitating annual property inspections, necessary appraisals, and property maintenance.
• Prepare reports and other presentation materials for Trust Committee meetings.
• Provide guidance to Trust Administration Team members.
• Represent FMDT at professional conferences and trade shows.

What We're Looking For:

• 5+ years' trust administration experience, with strong knowledge of fiduciary law; trust accounting/reporting; and tax implications
• Bachelor’s degree in legal/paralegal studies, business, or related field, or equivalent work experience
• Management or team leadership experience
• 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
• 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
• 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
• Great career growth opportunities, including continuing education, conferences, and networking events
• Working with a mission-driven and collaborative team

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: First Maryland Disability Trust.

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.