Provides basic consultation and support services to trust beneficiaries and their families. Through direct contact with beneficiaries, advocates for and educates regarding support plans that maximize all resources available to the person. Meets with potential beneficiaries, families, and attorneys to provide information on special needs trusts. Makes presentations to interested groups to provide information on special needs trusts. Reports to the Trust Manager.
- Supports the achievement of individuals’ personal outcomes.
- Meets face to face and maintains contact with trust beneficiaries and others involved in the individual’s life, including family, professional staff, and others.
- Evaluates the beneficiary’s need for support services, including current services being provided through government funding and those that can be provided through the use of funds in the trust.
- 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 contracted services with funds in the trust.
- Arranges for appropriate support services to be paid for through the use of funds in trust.
- Reviews requests for disbursements for beneficiaries from funds in trust. Assures accuracy and appropriateness of all fund requests submitted.
- Monitors services being provided by trust funds to assure that they meet the beneficiary’s needs and client satisfaction.
- Maintains files and written case notes for trust beneficiaries.
- Meets with attorneys, family members, and individuals to provide trust information to assist individuals interested in creating a special needs trust.
- Speaks to groups as requested and attends vendor fairs to provide information on special needs trusts and to promote the services of ACHIEVA Family Trust.
- Maintains awareness of new developments and current trends in area(s) of expertise.
- Participates on various work teams as requested or appropriate.
- May be required to provide a cell phone for work purposes. May be eligible for cell phone stipend.
- 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. Duties, responsibilities, and activities may change at any time with or without notice.
Knowledge of services in Mental Health, Intellectual Disabilities, and Physical Disabilities delivery systems is essential. Knowledge of government benefits desired. Excellent interpersonal skills necessary. Computer skills required. Demonstrated ability to understand and apply financial and legal concepts to individual and family situations. Must meet Act 33 and 34 requirements. Valid Pennsylvania Driver’s License and properly insured vehicle for daily use.
ACHIEVA Now Pays for all Required Clearances!
Benefits: Medical & Time Off
- Medical, Dental, and Vision with low employee contributions
- Flexible Spending Accounts
- Generous PTO plans including vacation, sick, and personal
- 8 Paid holiday days
- Life Insurance, Long-Term Disability, and Short-Term Disability available
Benefits: Bonuses & Opportunities
- 403(b) Plan (All Employees) with employer contribution
- Eligible for Federal Student Loan Forgiveness
- Up to $500 bonus thru Employee Referral Program
- Four free counseling sessions for you when life happens thru the Employee Assistance Program (EAP)
- Paid training
- Paid mileage (50 cents per mile) for traveling between client sites and offices with personal vehicle
Come in and spend time with us to try to find the work that works for you!
Open Interviews - 12:00 Noon to 3:00 pm - every month at 2 locations:
- 2nd Wednesday of every month - 711 Bingham St., Pittsburgh, PA 15203
- 3rd Wednesday of every month - 316 Donohoe Rd., Greensburg, PA 15601
Call our Recruitment Hotline for more information at 412-995-5000 Ext. JOB
ACHIEVA is an affirmative action and equal opportunity employer (EOE) and an Employer Partner under the Ticket to Work Program. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity or expression, national origin, veteran status, or genetic information. ACHIEVA is committed to providing access, equal opportunity and reasonable accommodation for people with disabilities in employment, its services, programs, and activities. To request a reasonable accommodation, contact Wendy Bott, Human Resource Department, 412-995-5000 Ext. 492, [email protected].