What are the responsibilities and job description for the Trust Distribution Specialist position at Community Fund Ohio?
About Community Fund Ohio
For over 30 years, Community Fund Ohio has been enhancing life for Ohio residents with disabilities by protecting their eligibility for government benefits and funding their current and future needs through pooled special needs trusts, grants, community education, and related services.
Job Overview
The Trust Distribution Specialist is responsible for managing the delivery of payment on behalf of our clients.
Duties
- Sort and organize receipts and other client documentation.
- Analyze documentation against checklist of required information and identify inconsistencies, errors, or missing information.
- Efficiently and accurately perform data entry, including transferring information from paper to our software.
- Answer questions from stakeholders, family members, and professionals in a timely manner by phone and email.
- Initiate calls to stakeholders to request clarification or corrections to forms they’ve completed.
- Explain policies and procedures in a simplified way to stakeholders, their attorneys, and other parties.
- Communicate with the bank regarding stop payment and check inquiries.
- Maintain customer accounts and records with confidentiality.
- Any other duties as assigned.
Experience
- Two years of related experience required.
- Strong written and verbal communication skills.
- Excellent time management skills with a proven ability to meet deadlines.
- Intermediate proficiency in Office 365, Teams, and Adobe Pro.
- Attention to detail; ability to enter data with little to no errors.
- Strong analytical and problem-solving skills.
- Knowledge of public benefits is a plus, but not required.
To Apply
Please do not apply through really. Rather, forward your resume and a letter of interest, including salary requirements, to Jill@CommunityFundOhio.org.
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Schedule:
- Day shift
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
Work Location: In person
Salary : $40,000 - $45,000