Administrative Assistant

1 week ago

Lutherville, United States HR Strategy Group, LLC Full time
Administrative Assistant

Who We Are:

First Maryland Disability Trust, Inc. (FMDT) is a non-profit organization serving individuals with disabilities of all ages throughout Maryland. FMDT offers cost effective trustee and trust management services with a personal touch, designed to enhance the quality of life of our beneficiaries while protecting their eligibility for public benefits. We also serve as court-appointed guardian, financial power-of-attorney, and as financial representative payee for public benefits.

We're a small, and growing, tight-knit team with a strong dedication to serving the disability community.

If you are an experienced administrative professional who wants to make a positive impact on the disability community and have an interest in furthering your career in this area, we invite you to apply

The Administrative Assistant to the Trust Team:

As the Administrative Assistant to the Trust Team, you'll support the Director of Legal Services and two Trust Administrators who manage trusts for individuals with disabilities throughout Maryland. The team will rely on you to handle the day-to-day tasks that keep the department running smoothly and allow the Director of Legal Services and Trust Administrators to focus on directly serving our clients.

A Typical Day May Look Like This:

Trust Administration Assistance
  • Create new files in trust management system; maintain current enrollment spreadsheet; create physical files; maintain digital and physical filing system.
  • Make purchases for beneficiaries/coordinate with vendors for payment; collaborate with other office staff and vendors to ensure client requests are fulfilled.
  • Answer calls and emails for the Director of Legal Services and Trust Administrators, take messages, and assist clients and their families with requests.
  • Schedule client meetings and prepare/gather necessary meeting documents for the Director of Legal Services and Trust Administrators.
  • Assist Trust Administrators with managing client bank accounts; process and distribute weekly disbursements.
  • Coordinate with the Department of Health and Mental Hygiene and the Executive Director to close out files and distribute final disbursements for deceased beneficiaries.

General Office Duties
  • Assist with routine office tasks, as needed, including answering office phone lines and following up as necessary with callers; copying/scanning documents; drafting and mailing correspondence; sorting incoming mail.
  • Prepare and distribute mass mailings (quarterly statements, end-of-year statements, holiday cards).
  • Assist with the orientation of newly hired staff.

What We're Looking For:
  • 1-2 years' related work experience
  • Exceptional interpersonal skills to cultivate and maintain positive and productive relationships with trust beneficiaries and their families and advocates
  • Excellent verbal and written communication skills
  • Strong organizational and planning skills and attention to detail, with ability to anticipate, initiate, and advance multiple priorities and projects concurrently
  • Commitment to our mission to serve the disability community
  • Strong organizational, time management, analytical, and problem-solving skills
  • Intermediate proficiency with Excel, Outlook, and Word

It'd Be Great If You Have:
  • Experience in the financial services or banking industry in an administrative role
  • Experience with trust administration software/technology tools or customer relationship management technology/tools

This Position Offers:
  • Annual starting salary range of $50,000 to $55,000 commensurate with experience
  • Competitive benefits health insurance; health savings account; retirement plan; long-term disability; short-term disability
  • Generous Leave and holidays
  • Great career growth opportunities
  • Working with a mission-driven and collaborative team
More About FMDT:
It is the mission of the First Maryland Disability Trust, Inc., to enhance the quality of life, autonomy, and dignity of Marylanders with disabilities by offering cost effective trust services to protect, manage and use trust assets for our beneficiaries while preserving their eligibility for public and private benefits. For additional information about First Maryland Disability Trust, Inc., please check out our website: First Maryland Disability Trust.

Sound like a good fit? Apply today
TO APPLY: Please click "Apply" to submit a Letter of Interest (this is important and required) and your resume (in Word format).

The First Maryland Disability Trust, Inc., is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), national origin, ancestry, military and veteran status, and any other characteristic protected by applicable law.

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