Regional Trust Liaison

FUNCTION:

This position will be located in the Philadelphia, PA region and will be a "work from home" position with frequent regional travel involved.

Provides consultation and support services of an advanced or unusual nature to trust beneficiaries and their families. Advocates for and educates regarding support plans that maximize all resources available to the person, including services provided through government benefits as well as those provided through the use of the trust. Meets with potential beneficiaries, families, and attorneys to provide information on special needs trusts. Markets the Achieva Family Trust in the region. Seeks out opportunities to make presentations to provide information on AFT services.  Reports to the regional Trust Liaison SupervisorTrust Manager.

RESPONSIBILITIES:

1. Supports the achievement of individuals' personal outcomes.
2. Meets face to face and maintains contact with trust beneficiaries and others involved in the individual's life, including family, professional staff, and others. Maintains files and written case notes for trust beneficiaries. May be required to provide a cell phone for availability for work purposes. May be eligible for cell phone stipend.
3. Evaluates the beneficiary's need for support services, particularly complex cases, including current services being provided through government funding and those that can be provided through the use of funds in the trust. Monitors services being provided by trust funds to assure that they meet the beneficiary's needs and client satisfaction.
4. Identifies community resources and groups that are appropriate for outreach and education regarding future planning for individuals with disabilities and their families. Supports the establishment of working relationships with community resources such as senior centers, health care clinics, and other human service agencies in the community that may provide services to individuals with disabilities and their families.
5. Works collaboratively with staff and family, supporting the individual to develop a support plan that maximizes government benefits and services funded through the trust to enhance the quality of life for the beneficiary.
6. Attends regularly scheduled planning meetings for the beneficiary conducted by support agencies.
7. Identifies community resources that can provide necessary services with funds in the trust and arranges for appropriate support services to be paid for through funds in trust.
8. Reviews requests for disbursements for beneficiaries from funds in trust. Assures accuracy and appropriateness of all fund requests submitted.
9. Meets with family members, individuals, and professionals to provide trust information to assist individuals wanting to create a special needs trust.
10. Conducts information and education presentations on the various government benefits, future planning and various planning options available to individuals with disabilities and families to protect assets and government benefits.
11. Responsible for the coordination of community outreach and educational activities, in collaboration with other providers. This includes public information sessions for individuals and their families and attendance at various vendor fairs, as well as training and education for human service professionals.
12. Maintains awareness of new developments and current trends in area(s) of expertise. Participates on various work teams as requested or appropriate.
13. Performs other related duties as assigned. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time.

Equivalent of BS or BA in Social Sciences, Counseling, or related degree with three to five years experience in the Human Services field. Knowledge of services in the Mental Health, Intellectual Disabilities, and Physical Disabilities delivery systems is essential. Knowledge of government benefits desired. Excellent interpersonal skills necessary. Excellent organizational and computer skills required. Demonstrated ability to understand and apply financial and legal concepts to individual and family situations. Satisfactory Act 33/34 and FBI Clearance required. Must have a valid PA Drivers License and properly insured vehicle for daily use.

Achieva is an affirmative action and equ