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Client Services Coordinator

Commonwealth Community Trust

Commonwealth Community Trust, a 501(c)(3) nonprofit organization operating nationally that administers affordable and efficient pooled special needs trusts for people with special needs, is seeking a candidate who will support its mission and desires to work in a small office as an integral member of the team. Essential responsibilities include: handle all aspects of client payment requests: approve/deny, research impact to benefits, determine whether request is prudent and appropriate, and communicate with clients; coordinate and implement a client services plan for clients who need assistance with their trust; develop and implement policies and procedures that relate to disbursements; keep updated on Federal and State regulations related to special needs trusts, SSI and Medicaid benefits; assure that information is kept up to date regarding client communication in CCT database and paperless document management system; initiates new client introductions once trust has been funded (Budget & Objectives, how the trust works, etc.), and conduct annual account reviews; and, follow procedures for closing accounts when a Beneficiary has passed away.

The Client Services Coordinator will report to the Executive Director. This position is full-time, Monday-Friday, 9:00 am to 5:00 pm.

Required Qualifications:
Master’s Degree in Social Work (preferred) or MBA or B.S./B.A. in Business with education and/or experience in Trust Administration.
Salary:
To be discussed
Benefits:
Paid-time off, retirement and health insurance benefits
How to apply:
Please review the full job description on the CCT website (https://commonwealthcommunitytrust.org/about/job-posting/) and submit a cover letter and resume to Joanne Marcus, MSW, Executive Director of Commonwealth Community Trust. Send via email to jmarcus@trustcct.org.
Website:
http://www.trustCCT.org
Classifications:
Social Work
Location:
Henrico
Posting Organization:
Commonwealth Community Trust