Job Opportunities

If you have a positive attitude, pride in your work, and a passion for helping others, you may be interested in joining our team.

The Special Needs Trust Department is seeking to fill the following positions:

Account Coordinator

Client Management Coordinator

Independent Contractor Advocate

Account Coordinator

Hours:   37.5 hours/week

Supervisor:  Account Manager

Job Overview:  To provide effective Advocate and Disbursement Management, and database support by ensuring timely and effective follow through, communication, and excellent customer service.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Act as primary point of contact for Advocates
    • Communicate with potential clients seeking an Advocate
    • Send, collect, process and file all initially required legal documents to Authorized Representatives and collect payment for Advocate clients
    • Assign clients to Advocates, providing necessary documents
    • Review, query, approve, and maintain orderly files containing Advocacy plans and bi-weekly invoices submitted by Advocates
    • Submit approved invoices to Accountant, with copies to Account Manager
    • Track and monitor all services provided and payments in Advocate Spreadsheet
  • Act as primary point of contact for disbursements of targeted Clients
    • Review, query, submit for approval, and maintain orderly disbursement files
    • Pursue required documentation, notify beneficiaries of any denials
    • Scan and save disbursement information, develop folders in database
    • Enter, track and monitor all services and payments in database
    • Research/negotiate pricing for purchases, if needed
    • Assist beneficiaries as needed
    • Conduct verbal and written communication with Trustee
    • Create budget with Beneficiaries of funded SNTs
    • Manage Beneficiary credit/debit card accounts
    • Plan and oversee vehicle purchases
  • Provide information to clients about public benefit programs
  • Create and enforce plans that will help meet the needs of clients
  • Build long-term relationships with clients, professionals, and the community
  • Address and resolve client issues quickly and effectively, encouraging good customer service practices
  • Develop strategies for strong workplace efficiency and goal achievement
  • Serve as a liaison between Trust department staff and clients

Additional Responsibilities:

  • Attend advocacy, community, and education events to raise awareness of the Special Needs Trust program and services
  • Participate in bi-weekly Arc team meetings and weekly Trust department meetings
  • Maintain a neat, well-organized work space
  • Other tasks and duties as required

Qualifications:

  • Proficient in MS Office Suite
  • Skilled in Database Management
  • Effective communicator with strong verbal and written skills
  • Strong ability to work independently and take initiative
  • Ability to manage and prioritize multiple projects simultaneously in a fast-paced environment
  • 3-5 years professional work experience
  • Bachelor’s degree in business, finance or related field

Preferred Qualifications:

  • Meaningful professional and personal experience with people with disabilities

Special Requirements:

  • The candidate selected for this position will be required to complete a Child Protective Services Registry and a Criminal Background check to the satisfaction of The Arc of Northern Virginia. A valid motor vehicle driver’s license is required and the candidate will be required to use their own vehicle to and from appointments and meetings, with mileage reimbursement provided.

Client Management Coordinator

Hours:   37.5 hours/week

Supervisor:  Assistant Director of Trusts

Job Overview:  To provide effective New Client and Real Estate Management, and administrative and database support by ensuring timely and effective communication, follow through, and excellent customer service.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Act as primary point of contact for potential Trust clients
  • Conduct consultations and trust appointments with potential and current clients
  • Gather information and complete all legal and supplemental documents for new clients
  • Steer clients and professionals through the trust documents and the trust establishment process
  • Function as an educated resource for potential, new, and established clients and professionals
  • Update and conduct ongoing file review
  • Scan and save legal documents to database
  • Enter trust document data
  • Create and execute a verification process for legal documents in database
  • Generate and track monthly/annual billing of enrollment/renewal fees
  • Build long-term relationships with clients and professionals
  • Work quickly and effectively to address and resolve client issues, encouraging strong customer service practices
  • Provide information to clients about public benefit programs
  • Conduct verbal and written communication with Trustees, financial institutions, insurance agencies, attorneys, CPAs, realtors, property managers, investment advisors, etc.
  • Develop strategies for strong workplace efficiency and goal achievement
  • Serve as a liaison between Trust department staff and clients
  • Real estate management
    • Act as secondary point of contact for real estate reporting to the Director of Trusts
    • Collaborate with Trustee to create internal Policies and Procedures for real estate
    • Partner with Trustee on all real estate matters
    • Develop Memo of Understanding with Grantor(s) for signature
    • Create Occupancy Agreement for Beneficiary signature
    • Manage queries regarding real estate purchases and sales, maintenance, taxes, and property management

Additional Responsibilities:

  • Attend advocacy, community, and education events to raise awareness of the Special Needs Trust program and services
  • Participation in bi-weekly Arc team meetings and weekly trust meetings
  • Maintain a neat, well-organized work space
  • Other tasks and duties as required

Qualifications:

  • Proficient in MS Office Suite
  • Skilled in Database Management
  • Effective communicator with strong verbal and written skills
  • Strong ability to work independently and take initiative
  • Ability to manage and prioritize multiple projects simultaneously in a fast-paced environment
  • 3-5 years professional work experience
  • Bachelor’s degree

Preferred Qualifications:

  • Meaningful professional and personal experience with people with disabilities

Special Requirements:

  • The candidate selected for this position will be required to complete a Child Protective Services Registry and a Criminal Background check to the satisfaction of The Arc of Northern Virginia. Valid motor vehicle driver’s license is required and the candidate will be required to use their own vehicle to and from appointments and meetings, with mileage reimbursement provided.

 

Independent Contractor Advocate

Hours:   Flexible

Supervisor:  Account Coordinator

Job Overview:  To provide effective and responsive support services to our trust clients and external clients, connecting them to necessary resources and empowering them to live more inclusive and fulfilling lives.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Provision of Support Services, Advocacy Plan Development, Trust Presentations

Duties primarily include:

  • Possess a comprehensive understanding of public benefit programs including, Social Security, SNAP, HUD housing/vouchers, energy assistance, etc.
  • Develop, implement, monitor, submit, and amend advocacy plans with clients
  • Provide support services to trust clients and external clients
  • Respond promptly to clients
  • Coordinate client support
  • Assist in obtaining appropriate housing, mental health, employment, health insurance and other services and supports as situations as the plan requires
  • Understand the regulations, and requirements of Special Needs Trusts
  • Meet with clients, beneficiaries and authorized representatives to establish needs of the beneficiaries
  • Manage and supervise crises in clients’ lives
  • Provide bi-weekly invoices for Advocacy services
  • Document and file all contact in clients’ permanent files
  • Maintain orderly and up-to-date client files
  • Track and monitor all services output in the Advocate Spreadsheet
  • Report to Account Coordinator or assigned Trust staff

Additional Responsibilities:

  • Other tasks and duties as required

Qualifications:

  • Proficient in MS Office Suite
  • Demonstrate problem solving, decision making and communication skills, both written and spoken.
  • Strong ability to work independently
  • Solid understanding of means-tested benefits and entitlement programs

Special Requirements:

  • The candidate selected for this position will be required to complete a Child Protective Services Registry and a Criminal Background check to the satisfaction of The Arc of Northern Virginia. Valid motor vehicle driver’s license is required and the candidate will be required to use their own vehicle to and from appointments and meetings, with mileage reimbursement.