REGIONAL TRUST LIAISON
The Regional Trust Liaison provides consultation, education, and support services to trust beneficiaries (and their families) for their Special Needs Trust. Through direct contact with beneficiaries and stakeholders, the Regional Trust Liaison advocates for individuals and assists in developing support plans that maximize available resources, including government benefits and trust-funded services. The role also involves outreach, education, and collaboration with families, attorneys, service providers, and community partners regarding special needs trusts.
Function
This position will be located in the central Pennsylvania region (Cambria, Blair, Huntingdon, Mifflin, Centre Counties) and will be a "work from home" position with frequent regional travel.
- Provides consultation and support services of an advanced or unusual nature to trust beneficiaries and their families.
- Advocates for and educates regarding support plans that maximize all resources available to the person, including services provided through government benefits as well as those provided through the use of the trust. Meets with potential beneficiaries, families, and attorneys to provide information on special needs trusts.
- Markets the ACHIEVA Family Trust in the region. Seeks out opportunities to make presentations to provide information on AFT services.
- Reviews of requests for disbursements from the trust for beneficiaries.
- Reports to the Regional Trust Supervisor.
Responsibilities
- Supports the achievement of individuals personal outcomes.
- Meets face to face and maintains contact with trust beneficiaries and others involved in the individuals life, including family, professional staff, and others.
- Maintains files and written case notes for trust beneficiaries.
- May be required to provide a cell phone for availability for work purposes. May be eligible for cell phone stipend.
- Evaluates the beneficiary’s need for support services, particularly complex cases, including current services being provided through government funding and those that can be provided through the use of funds in the trust.
- Monitors services being provided by trust funds to assure that they meet the beneficiary’s needs and client satisfaction.
- Identifies community resources and groups that are appropriate for outreach and education regarding future planning for individuals with disabilities and their families.
- Supports the establishment of working relationships with community resources such as senior centers, health care clinics, and other human service agencies in the community that may provide services to individuals with disabilities and their families.
- Works collaboratively with staff and family supporting the individual to develop a support plan that maximizes government benefits and services funded through the trust to enhance the quality of life for the beneficiary.
- Attends regularly scheduled planning meetings for the beneficiary conducted by support agencies.
- Identifies community resources that can provide necessary services with funds in the trust and arranges for appropriate support services to be paid for through funds in trust.
- Reviews requests for disbursements for beneficiaries from funds in trust.
- Assures accuracy and appropriateness of all fund requests submitted.
- Meets with family members, individuals, and professionals to provide trust information to assist individuals wanting to create a special needs trust.
- Conducts information and education presentations on the various government benefits, future planning and various planning options available to individuals with disabilities and families to protect assets and government benefits.
- Responsible for the coordination of community outreach and educational activities, in collaboration with other providers. This includes public information sessions for individuals and their families and attendance at various vendor fairs, as well as training and education for human service professionals.
- Maintains awareness of new developments and current trends in area(s) of expertise.
- Participates on various work teams as requested or appropriate.
- Performs other related duties as assigned. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.
Qualifications
· Bachelor’s degree (BS or BA) in Social Sciences, Counseling, or a related field, or equivalent experience.
· One to three years of experience in the social services field.
· Case management experience preferred.
· Knowledge of mental health, intellectual disability, and physical disability service delivery systems.
· Knowledge of government benefits programs preferred.
· Strong interpersonal and communication skills.
· Proficiency with computers and basic office software.
· Demonstrated ability to understand and apply financial and legal concepts to individual and family situations.
· Must meet Act 33 and Act 34 requirements.
· Valid Pennsylvania driver’s license and access to a properly insured vehicle for daily use.
Why Join Achieva?
· Meaningful Work: Directly influence the quality of education and support for families in your community.
· Inclusive Culture: Be part of a values-driven, supportive organization that champions diversity.
Our Commitment to Inclusion
Achieva is an Equal Opportunity Employer (EOE) and is committed to creating a workplace and community where all individuals feel respected, included, and valued. All qualified applicants will
Pay: $55,000.00 - $56,500.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Work Location: In person
