Trust Coordinator
The Center for Special Needs Trust Administration, INC
Clearwater, FL US
Posted ago
The Center for Special Needs Trust Administration, INC

Do you love interacting with others, making connections, and helping people? Then you’re an excellent fit for the trust coordinator position at our company! You’ll be responsible for responding to customer inquiries, mitigating service problems, helping clients administer their trusts, and providing an exemplary customer experience. If this posting sounds like a job you’ll love, we highly encourage you to apply.


  • Take phone calls to assist clients with distribution requests and questions regarding their trusts
  • Gather and compile pertinent client information regarding their current living situation, disability, support, financial information, and needs
  • Ability to identify, manage, and report client emergency calls
  • Deescalate situations involving dissatisfied clients by offering patience, assistance, and support
  • Keep track of customer accounts and make updates with new account information as necessary

  • Must have graduated high school, received a G.E.D. or equivalent
  • Display strong communication skills, active listening skills, and personal skills
  • Experience working in a customer-oriented atmosphere

  • Background in Public Benefits/Medicaid preferred but not required
  • Excellent written and verbal communication skills
  • Strong data entry, time management, and organizational skills
  • Ability to provide detailed phone notes through case management software
  • Must past extensive background check since highly confidential information will be accessible
  • Knowledge of MS Office, Excel, and Salesforce
  • Perform other job duties as needed

About The Center for Special Needs Trust Administration, INC

The Center for Special Needs Trust Administration, INC is a 501(C)(3) Non-Profit based in Clearwater, FL. We are a great team of people that assist the elderly and disabled with their needs. As a team we rest easy knowing we made a difference in someone's life. We offer great health, dental & vision benefits, matching 401K and many more.

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