Full job description

The San Diego Special Needs Trust Foundation is hiring an Office Assistant. Formed in 1989, the San Diego Special Needs Trust Foundation (SNTF) created a master trust to provide private support to persons with disabilities without jeopardizing their public support. Through a Special Needs Trust, individuals or family members may leave assets to benefit themselves or their loved ones in a manner that is compatible with the continuation of public assistance.

Responsibilities:

1) Receive & process all mail.

2) Set-up and maintain files for approved Joinder Agreements.

3) Assist in the preparation of annual financial letters & reports to be sent to beneficiaries & DHCS.

4) Updating Excel spreadsheets for accuracy for annual accounting and tax reporting.

5) Reconciling clients’ receipts to statements.

6) Preparing packaging for annual accounting and tax information.

7) Answer phone, communicate effectively with clients and answer questions as required.

8) Other office duties as assigned.

Job Qualifications

1) Must be detail oriented.

2) Must possess good telephone, communication (verbal and written), and organizational skills.

3) Must possess good computer skills and proficiency in Word, Excel and Database management software.

4) Proof of legal status to work in the United States will be required at time of hire.