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Estate and Trust Manager

Company: Lifetime Advocacy Plus
Location: Lynnwood
Posted on: June 24, 2022

Job Description:

LA+, a federally recognized nonprofit with a Washington state presence for the past 59 years needs an additional Estate and Trust Manager. Key duties include managing special needs trusts, disbursements for client's needs, and preparing accountings and tax documents for a tax preparer, as well as working with government agencies and a variety of vendors. We offer excellent benefits, are friendly staff in a nice office in Lynnwood, Washington. We are looking for someone with a heart for people with sometimes significant challenges, who is tech-savvy, well organized with paper and non-paper aspects of the job, a team player with integrity and a respectful nature. We are growing and need help. Salary DOE.Job Duties:

  • Ability to learn and adapt to agency procedures and policies
  • Maintain complete confidentiality of client information
  • Identify and manage resources
  • Maintain appropriate investment objectives
  • Safeguard client assets, entitlements, and income
  • Ensure timely submission of court reports to attorney
  • Track and review all court reports and other legal documents
  • Regularly review assets and entitlements; authorize corrections or updates of holdings
  • Inform Supervisor of any matters that may require legal intervention
  • Prepare and update budgets regularly
  • Authorize disbursements
  • Respond to client and/or trustor inquiries
  • Assure that beneficiary and/or client's investment objective is current and budget standards are met
  • Present recommendations regarding discretionary disbursements when requiring additional authorization(s)
  • Prepare investment review for each client annually, or as needed
  • Other duties as assignedDesired Skills & Attributes:High integrity, Respectful, Strong Verbal and Written Communication Skills, Team Player, Tech Savvy, Well-Organized, Experience in Protecting Sensitive Client InformationThis position will require proficiency in Microsoft programs; specifically, Outlook, Word and Excel. The Trust and Estate Manager will need to be able to write case notes, Court and other reports, memos, and other business documents with ease. Trust and Estate Manager will also need to demonstrate personal skills such as excellent listening skills, patience, empathy and friendliness and confidence when dealing with clients. Some travel may be required. Special perks: we are walking distance from the Alderwood mall and our office is casual dress.

Keywords: Lifetime Advocacy Plus, Seattle , Estate and Trust Manager, Executive , Lynnwood, Washington

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