Trust Services Associate

Employment Type

Full time (Monday-Friday from 9:00am-4:30pm), in office with eligibility for up to two dates remote after probationary period

$50,000-$55,000/year, plus benefits, based on experience

The Trust Services Associate provides administrative and operational support to the Trust Services team in the day-to-day management of pooled special needs trust accounts. This role assists with disbursement processing, account documentation, data entry, and general client support to help ensure timely and accurate trust administration.

• Assist in reviewing and processing disbursement requests in accordance with established procedures
• Prepare and forward required documentation to the corporate Trustee and track request status as needed
• Communicate needs to clients upon review and direction of Assistant Director of Trusts and Account Manager
• Review trust accounts to identify missing information and conduct follow-up with families, representatives, or beneficiaries
• Maintain organized digital and physical trust files
• Enter and update accurate information within the CRM and other internal systems
• Support ongoing record-keeping and documentation standards
• Complete other duties as assigned

• Participate in weekly Special Needs Trust team meetings
• Participate in monthly chapter All-Staff meetings
• Other tasks and duties as required

• Bachelor’s degree in Accounting, Finance, or human services field; equivalent experience considered
• Strong organizational skills and attention to detail
• Professional written and verbal communication skills
• Ability to handle confidential information with discretion
• Experience working with people with disabilities
• 1–3 years of administrative or office experience preferred
• Proficiency in Microsoft Office; database/CRM experience preferred

• 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

Please e‑mail both your resume and cover letter to Ana.

Hughes ; applications submitted via other means will not be reviewed.