Regional Trust Liaison

Regional Trust Liaison Apply Overview Position Type Full Time Apply Description Employment Type: Full-Time Pay Rate: $55,000–$56,500 annually Work Schedule: 75 hours per pay period Location: Remote/Home-Based with Frequent Travel within the Central PA Region Sign-On Bonus: $2,000 Make a Meaningful Impact Are you passionate about supporting individuals with disabilities and their families through advocacy, education, and future planning? Achieva is seeking a Regional Trust Liaison to provide consultation, education, and support services to trust beneficiaries and their families while helping them maximize available resources through government benefits and special needs trusts. If you enjoy building relationships, collaborating with families and professionals, and making a meaningful impact, we'd love to have you join our team. About Achieva For over 70 years, Achieva has been committed to supporting and including individuals with disabilities and their families. We envision a community where everyone leads a life of personal significance. Achieva provides personalized services and opportunities that respect each person's unique aspirations. Position Summary The Regional Trust Liaison provides consultation, education, and support services to trust beneficiaries (and their families) for their Special Needs Trust. Through direct contact with beneficiaries and stakeholders, the Regional Trust Liaison advocates for individuals and assists in developing support plans that maximize available resources, including government benefits and trust-funded services. The role also involves outreach, education, and collaboration with families, attorneys, service providers, and community partners regarding special needs trusts. Key Responsibilities Supports the achievement of individuals' personal outcomes. 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 a cell phone stipend. 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. 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. 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. Attends regularly scheduled planning meetings for the beneficiary conducted by support agencies. 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. Reviews requests for disbursements for beneficiaries from funds in trust. Assures accuracy and appropriateness of all fund requests submitted. Meets with family members, individuals, and professionals to provide trust information to assist individuals wanting to create a special needs trust. 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. 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. Maintains awareness of new developments and current trends in areas of expertise. Participates on various work teams as requested or appropriate. 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. Qualifications Bachelor's degree (BS or BA) in Social Sciences, Counseling, or a related field, or equivalent experience. 1+ years of experience in the social services field. Case management experience preferred. Knowledge of mental health, intellectual disability, and physical disability service delivery systems. Knowledge of government benefits programs preferred. Strong interpersonal and communication skills. Proficiency with computers and basic office software. Demonstrated ability to understand and apply financial and legal concepts to individual and family situations. Must meet Act 33 and Act 34 requirements. Valid Pennsylvania driver's license and access to a properly insured vehicle for daily use. Why Join Achieva? Meaningful Work: Make a difference in the lives of individuals with disabilities and their families. Collaborative Culture: Join a mission-driven organization that values teamwork, inclusion, and professional growth. Comprehensive Benefits Include: Health, Dental, and Vision Insurance with low employee contributions Company-Paid Life, AD&D, and Long-Term Disability Insurance 403(b) Retirement Plan with employer contributions after one year Employee Assistance Program (EAP) Generous Paid Time Off and Paid Holidays Professional development and training opportunities Our Commitment to Inclusion Achieva advocates with, empowers, and supports people with disabilities and their families throughout their lives. Achieva is an affirmative action and equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity or expression, national origin, veteran status, or genetic information. Achieva is committed to providing access, equal opportunity, and reasonable accommodation for people with disabilities in employment, its services, programs, and activities. To request a reasonable accommodation, contact [email protected] or call 412-995-5000 ext. 650.