Pooled Trust Director

Job Description
Type of Job: 
Full-Time
Main Areas of Responsibility: 

The Arc New Mexico is looking for a Pooled Trust Program Director is to provide for the collective management and distribution of the Trust Assets on behalf of eligible beneficiaries who are disabled.

We are looking for the applicant to start the week of September 12th, 2022.

Additional Areas of Responsibility: 

Some Duties Include:

Administration Duties:

Manage pooled trust fund distributions and maintains trusts files.
Maintain up-to-date knowledge of financial, estate, and income tax planning concepts.
Meet compliance, account administration and customer service requirements of all Trust(s) in light of law, regulation, policies, and governing agreement.
Supervisory Duties:
Oversee the Trust Administrative Coordinator: assign duties, provides training and support.

Other Information/Requirements: 

Minimum: of Bachelor’s degree required with minimum of 3-5 years of trust operations experience.
Preferred: Legal and financial experience.
Must pass a federal background check

How to Apply: 

For complete job description and application instructions go to: https://arcnm.bamboohr.com/jobs/view.php?id=61&source=aWQ9MjI%3D $55-65,000, DOE, plus $1K/yr if Bilingual (Spanish/English) plus benefits ADA/EOE

Salary Range: 
$55-65,000, DOE, plus $1K/yr if Bilingual (Spanish/English) plus benefits
Contact Information
Name: 
Theressa Panciera
Agency/Organization: 
The Arc of New Mexico
Address: 
5130 Masthead Street NE
City: 
Albuquerque
State: 
New Mexico
Zip/Postal Code: 
87109
Business Phone: 
505-883-4630 ext 112
Email Address: 
Internal Info
Date to Post: 
Aug 8 2022
Date to Remove: 
Sep 23 2022

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