Organization Overview

The Arc of Texas creates opportunities for all Texans with intellectual and developmental disabilities (IDD) to actively participate in their communities and make the choices that affect their lives. Since our founding in 1950, The Arc at the local, state, and national level has been instrumental in the creation of virtually every program, service, right, and benefit that is now available to over one million Texans with IDD.

Today, The Arc is primarily a public policy and advocacy organization that continues to advocate for including people with IDD in all aspects of society.

Position Summary

The Master Pooled Trust Coordinator (Trust Coordinator), working under the Deputy Director of Master Pooled Trust, will coordinate the management of sub-accounts within the Master Pooled Trust (MPT), a pooled supplemental needs trust for people with disabilities. The Trust Coordinator will primarily interact on the phone and email with Beneficiaries and their Representatives. This full-time position requires strong customer service, communication, and organizational skills.  Experience with people with disabilities are highly favored.

The Ideal Candidate

• Possesses excellent customer service, as well as, strong written and verbal communication skills.
• Demonstrates ability to organize, manage, and prioritize tasks.
• Expresses pro-active, problem-solving skills, and ability to work well under pressure to meet deadlines, manage time and resources.
• Retains confidential and time sensitive information.

Primary Duties and Responsibilities

Disbursement Processing

• Maintain disbursement operations of the Master Pooled Trust.
• Maintain files for each beneficiary/client and keep accurate accounting records.
• Coordinate daily distribution of fund disbursements for beneficiaries.
• Close accounts as needed.

Communication

• Communicate and develop relationships with beneficiaries, guardians, family members, and attorney(s) to meet the beneficiary’s individual needs.
• Assess the current situation of beneficiaries and help determine the current and projected long-term spending and needs.
• Understand how to be sensitive and tactful when interacting with people who have disabilities and their families.

Public Benefits

• Helping individuals understand their public benefits and the potential impact of distributions on those benefits. 
• Ensure spending complies with public/government benefit criteria and the trust document.
• Provide regular reports to keep public benefits eligibility and respond to requests from these programs.

Special Needs Trust Rules and Regulations

• Keep up with current special needs trust-related information from Texas Medicaid and Social Security.

Systems Maintenance & Improvement

• Develops and improves systems to facilitate disbursement and record keeping procedures.
• Work with Trust team to update Policies & Procedures, FAQ’s, etc.

Special Projects

• Special projects as assigned.

Qualifications

• Capable of working both independently and as a member of a collaborative team, as well as communicating with individuals at all levels of The Arc and MPT.
• Ability to effectively communicate via phone and email ensuring that all duties are completed accurately and delivered with high quality and in a timely manner.
• Experience using technology, services, and software like Zoom, Microsoft 365, Box.com and basic CRM databases.
• Adapts well to new and evolving procedures as we improve and streamline our services and comply with ever-changing regulations.
• Understands how to be sensitive and tactful when interacting with people who have disabilities and their families.

Educational and Professional Requirements

• Minimum of a high school diploma, an associate or bachelor’s degree preferred.
• At least three (3) years of professional experience, providing administrative support; years of experience may be considered in lieu of a degree. Prior work with individuals with disabilities and families is preferred.
• Financial, accounting, or bookkeeping background a plus.
• Spanish Bilingual preferred.

Working Conditions

• Approximately 22 co-workers in relatively close quarters.
• Approximately 80% of this job can be performed remotely, with approximately 20% occurring in-office, and 0% in community-based settings (e.g., off-site meetings, etc.).

Compensation and Benefits

The Arc of Texas values its employees, and as such, strives to offer a competitive total compensation package which includes both cash compensation and benefits.

Salary Range: Starting at $20.00 per hour

This position is eligible to participate in the following benefits:

• Employer sponsored health and dental insurance
• Retirement plan benefits and employer matching up to 5%
• Thirteen (13) days of vacation leave each year (accrued per pay period)
• Twelve (12) days of sick leave each year (accrued per pay period)
• Employer paid long-term disability, short-term disability, and life insurance benefits
• The Arc of Texas observes sixteen (16) days of holiday which includes a weeklong winter break

Application Process

To apply, please email your resume, cover letter, and professional references to accounting@thearcoftexas.org with the subject line “Trust Coordinator.”

No phone calls or recruiter solicitations. Recruitment agency inquiries will not be considered. Only applicants selected for interviews will be contacted.

People with disabilities, BIPOC individuals, Spanish speakers, and members of other marginalized communities are strongly encouraged to apply. If you require accommodations to effectively participate in the application process, please email accounting@thearcoftexas.org or call 1-800-252-9729. Applicants who are applying with accommodations will receive individual instructions and assistance.

The above is intended to describe the general content of and requirements for the performance of this job and is not a guarantee of employment. This document is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Nothing in this job description restricts The Arc’s right to reasonably assign or reassign duties and responsibilities to/from this position at any time. Texas is an “employment-at will” state; therefore, employment as a team member of The Arc is considered to be “at-will” and may be terminated by you or the employer at any time. The Arc provides equal employment opportunities to all employees and applicants for employment without regard to race, color, sex, national origin, age, disability or genetics, gender identity, or any other characteristics protected by applicable federal, state, or local laws.