Special Needs Trust and Futures Planning Coordinator

Life Navigators is looking to hire a Trust Information Coordinator to join our dedicated team. Life Navigators mission is to improve the quality of life for individuals with developmental and related disabilities, their families and the greater Milwaukee community through information, education and life planning programs.

Our Special Needs Trust Information Coordinator will working collaboratively with our Trust Team. The Trust Information Coordinator focuses on providing information and outreach to families and professionals on the Life Navigators Trust Program to build awareness of the program and trust options that benefit persons with disabilities. Additionally, the coordinator will respond to trust program inquiries and provide ongoing service and support to Trust I beneficiaries and their families.

Life Navigators is a small but mighty agency that works with kids and individuals with disabilities to ensure they are living safe, happy, and healthy lives in our amazing community. At Life Navigators, we believe our employees should lead balanced lives, and we offer employees the flexibility to do so through hybrid work. Our team is supportive and encouraging of each other. Employees, board members, and our partners are committed to giving individuals with varying abilities the opportunity to live lives that have purpose and meaning. Together, we are impacting over 3,800 kids, adults, and families each year and are motivated to continue to do so.

We have been named a “2024 Best Places to Work” by the Milwaukee Business Journal! We are honored to rank among the best in the area for the fifth year in a row.

PRIMARY RESPONSIBILITIES:

• Coordinate services to ensure that individuals with disabilities, their families, and their loved ones have peace of mind and a plan for their future, including a financial plan.
• Coordinate trust interest services for individuals with disabilities, their families, and legal and financial planning professionals to provide information on trust services.
• Provide community-based information education events and training programs and participate in events and resource fairs to dispense information on the trust services and the importance of a financial plan for individuals with disabilities.
• Provide direct services for all Trust I individual beneficiaries and grantors for funded and unfunded trusts, as well as ongoing service support and coordination to Trust I beneficiaries, including coordination with advisors and legal professionals.
• Conduct the initial assessment and maintain ongoing contact and support of all Trust I beneficiaries.
• Under the leadership of the Trust Program Manager, work to carry out the program’s strategic goals and objectives and maximize program opportunities and expansion.
• Collaborate with the Life Navigators Trust Team to expand programming to the number of individuals with disabilities with a trust in place.
• Work with Trust Program Trustee to provide direct service and support to beneficiaries, including processing and overseeing trust disbursements.
• Participate in Life Navigators Trust Committee meetings.
• Maintain accurate information and documentation for programming, including conducting assessments and preparing reports, correspondence, and program documentation for agency purposes and funding sources. Provide program reporting and billing.
• Work with partner organizations to increase service collaboration and programming opportunities for Trust I beneficiaries.
• Identify and access community resources and resolve crisis issues affecting Trust I beneficiaries’ well-being.
• Create a network of support and cooperation among families, professionals, community agencies, and others involved in the well-being of individuals with disabilities.
• Increase multicultural outreach and access to programs by minority and other underserved populations to ensure all individuals with disabilities have access to services.
• Administer policies and procedures effectively and perform related work as required or delegated by the supervisor.
• Other duties as assigned that impact Trust beneficiaries.

QUALIFICATIONS:

1. Bachelor’s Degree in Social Work or related field.
2. Experience in program development and the ability to network with various stakeholders.
3. Excellent written skills with the ability to communicate critical information clearly and promptly.
4. Excellent problem-solving and analytical skills.
5. Experience serving individuals with developmental disabilities and knowledge of the service system. A commitment to independence goals for individuals with disabilities.
6. Knowledge of long-term care and public benefit programs impacting persons with disabilities.
7. Knowledge of financial planning and Special Needs Trust is a plus.
8. Excellent computer skills, including knowledge of Microsoft Office Suite and database systems.
9. A valid Wisconsin Driver’s license, vehicle and insurance.

ADDITIONAL INFORMATION:

Life Navigators is committed not only to the individuals we serve but also to offering the best to our staff with a comprehensive benefits package. Life Navigators covers 70% of health, dental, and vision insurance and covers 100% of life insurance and short and long-term disability insurance, flex spending account, and a 403b that Life Navigators will match after one year of employment. Employees receive a generous paid time off benefits package, which begins on day one of work, including 8 paid holidays, vacation time, anniversary day off, sick time, and compensatory time. Tuition reimbursement of up to $2,000/year and mileage reimbursement.

Our most popular perk remains the ability to work remotely or in the office. This hybrid environment allows our team to collaborate, meet the needs of their families, and allows them to choose the environment they feel allows them to work their best. Our office hours are Monday through Friday, 8:30 a.m. to 4:30 p.m. After initial training, employees have the flexibility to adjust those hours as needed.

Life Navigators offers frequent employee enrichment activities such as catered lunches, staff outings, and appreciation events. An occasional dog(s) in the office from time to time is a nice perk, too.

Life Navigators is an Equal Opportunity Affirmative Action Employer, and all qualified applicants will receive consideration for employment regardless of race, color, religion, creed, sex, marital status, national origin, disability, age, veteran status, on-the-job injury, sexual orientation, political affiliation, gender identity or expression, or any other characteristic protected by federal, state or local laws.