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Description The Trust Advisor is responsible for managing and administering trusts for individuals with special needs. They will be required to work closely with beneficiaries and their families, mostly via phone and e-mail, providing support to ensure all the beneficiaries’ needs are met. The ideal candidate will have a strong understanding of budgeting, use of critical thinking to work through issues as they occur, a high level of attention to detail, a general knowledge of public benefits such as SSI and Medi-Cal, and a commitment to improving the lives of individuals with special needs.

Duties

• Learn about the company's culture, philosophy, and background information necessary to provide and facilitate trust services.

• Establish and maintain communication with families in-person (i.e., office or home visits), as well as via telephone, video conference, and email.

• Responsible for conducting in-person semi-annual home visits for clients where such visits are possible and requested by senior leadership.

• Serve as an interface between clients/family members and internal/external resources (i.e., banks, courts, community resources) to facilitate communications.

• Will be responsible for logging all activity (e.g., meetings, phone calls, emails, etc.) into record-keeping software (LEAP).

• Provide resource identification and coordination efforts for clients and families.

• Make relevant recommendations to the team.

• Educate clients and family members regarding the terms and benefits of a special needs trust or a settlement trust.

• Provide periodic reports to the corporate trustees and the Courts.

• Participate in ongoing continuing education pertaining to special needs trusts and public benefits.

• Maintains regular and reliable attendance and adheres to assigned work schedule and punctuality standards.

• Demonstrates a collaborative and respectful approach to working with colleagues, contributing to a positive, team-oriented work environment.

Qualifications

• Bachelor's degree in social work, business administration, paralegal studies, or a related field.

• 10+ year’s work experience

• Strong interpersonal and communication skills, with the ability to build trust while maintaining professional boundaries.

• Excellent writing, documentation, and problem-solving abilities.

• Ability to serve as a coordinator or mobilizer of services, rather than as the direct provider.

• Resourceful, patient, and compassionate with the ability to take direction, accept feedback, and effectively prioritize tasks.

• Comfortable collaborating with legal, medical, and financial professionals.

• Comfort conducting home visits and engaging with individuals and families to assess and support their needs.

• Understanding of assistive technologies and community resources for individuals with disabilities.

• Superior organizational skills and a high degree of professionalism in managing confidential information.

• Prior experience in trust administration, financial planning, case management, or government public assistance services is highly desirable.

• Experience working with families of minors or adults with disabilities is preferred.

• Spanish-bilingual skills are preferred but not required

• Familiarity with legal and regulatory requirements related to special needs trusts is preferred.

• A valid driver’s license and reliable transportation are essential and necessary for travel to client sites or meetings. Requirements

Qualifications

• Bachelor's degree in social work, business administration, paralegal studies, or a related field.

• 10+ year’s work experience

• Strong interpersonal and communication skills, with the ability to build trust while maintaining professional boundaries.

• Excellent writing, documentation, and problem-solving abilities.

• Ability to serve as a coordinator or mobilizer of services, rather than as the direct provider.

• Resourceful, patient, and compassionate with the ability to take direction, accept feedback, and effectively prioritize tasks.

• Comfortable collaborating with legal, medical, and financial professionals.

• Comfort conducting home visits and engaging with individuals and families to assess and support their needs.

• Understanding of assistive technologies and community resources for individuals with disabilities.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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