Trust Administrator
CPT Institute is a 501(c)(3) nonprofit organization established in 1994, dedicated to protecting government benefits for individuals with disabilities and those at risk through education, advocacy, and trust administration services. We are seeking a compassionate, detail-oriented Trust Administrator to join our growing team.
As a Trust Administrator, you will serve as a primary point of contact for Trust Beneficiaries, attorneys, and referral sources by providing exceptional customer service and administrative support. This role is ideal for someone who thrives in a fast-paced environment, enjoys helping others navigate complex processes, and is committed to making a meaningful difference in people's lives.
Position Details
- Job Title: Trust Administrator
- Employment Type: Full-Time, Non-Exempt
- Schedule: Monday – Friday, 40 hours per week
- Reports To: Director of Trust Administration
- Travel: Up to 25% travel may be required
Key ResponsibilitiesTrust Administration & Client Support
- Serve as a primary contact for Trust Beneficiaries, attorneys, and referral sources.
- Review and process trust disbursement requests accurately and timely while ensuring compliance with trust guidelines and fund availability.
- Assist with the preparation and review of trust documents, amendments, and related legal paperwork.
- Conduct orientations for new and prospective Trust Beneficiaries regarding trust policies and procedures.
- Maintain accurate beneficiary records and trust account documentation.
- Coordinate with government agencies, healthcare providers, social workers, attorneys, and external vendors as needed.
Customer Service
- Provide outstanding customer service through phone, email, and virtual or in-person meetings.
- Respond to inquiries regarding trust accounts, government benefit requirements, and trust procedures.
- Help clients understand and navigate complex processes with empathy and professionalism.
- Identify opportunities to improve service quality and operational efficiency.
Administrative Support
- Manage incoming correspondence, emails, and departmental communications.
- Maintain organized electronic and physical filing systems.
- Utilize CRM systems to document interactions and manage case information.
- Support audits, compliance reviews, and special projects within the Trust Administration Department.
- Collaborate with internal teams to ensure seamless service delivery.
QualificationsRequired Qualifications
- High School Diploma or GED required.
- Bachelor's Degree from an accredited college or university preferred.
- Minimum of 1–3 years of experience in customer service, trust administration, case management, legal support, financial services, healthcare administration, or a related field.
- Excellent verbal and written communication skills.
- Strong organizational skills with exceptional attention to detail.
- Ability to manage multiple priorities and deadlines effectively.
- Proficiency with computer systems, Google Workspace, and CRM platforms.
- Ability to maintain confidentiality and professionalism in all interactions.
Preferred Qualifications
- Bilingual in English and Spanish.
- Notary Public certification.
- Experience working with trusts, public benefits, nonprofit organizations, or vulnerable populations.
What We're Looking For
- Compassionate and service-oriented mindset.
- Strong problem-solving and critical-thinking abilities.
- Adaptability and willingness to learn new systems and processes.
- Excellent phone etiquette and interpersonal communication skills.
- Ability to work both independently and collaboratively within a team environment.
Physical Requirements
- Primarily sedentary work in an office setting.
- Ability to sit for extended periods and perform repetitive tasks such as typing.
- Occasionally lift and move items up to 20 pounds.
Why Join CPT Institute?
At CPT Institute, you'll have the opportunity to make a direct impact on the lives of individuals and families by helping protect their financial security and government benefits. We foster a collaborative, mission-driven environment focused on compassion, integrity, and excellence.
CPT Institute is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law.
Pay: $21.00 - $23.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Work Location: Hybrid remote in Clearwater, FL 33762
