Trust Administrative Assistant

We Want You to Join Us!

Do you want to join an incredible organization celebrating over 30 years of service to older adults and people with disabilities in Colorado? The Colorado Fund for People with Disabilities (CFPD) is devoted to protecting our most vulnerable community members by growing their independence, maintaining their dignity, and securing their rights.

CFPD is searching for a responsible, enthusiastic, and caring individual who has a passion for supporting older adults and people with disabilities. We offer fully paid health insurance, plenty of paid time off, and tons of other great benefits listed below. If you’re interested in making a real and positive impact in Colorado and want to grow with an organization dedicated to improving the lives of others, CFPD might be a great fit for you!

About the Role

This is an in-office, entry-level position that provides administrative support to our Trust programs. The Trust Administrative Assistant will perform a variety of office and clerical duties, assist in the day-to-day administration of the trusts, help keep in communication with beneficiaries and their teams, and support case managers and trust administrators as they conduct a variety of trust-related services.

A Day in the Life of a Case Manager Assistant

During any given day as a case manager assistant at CFPD, you might…

· Post regular, ongoing bills and expenses through our financial service software.

· Answer incoming calls and routing them to the appropriate person.

· Upload documents and records to the cloud.

· Return calls from beneficiaries, their family and team members to give updates or ask for more information to help the case manager

· Help with online shopping for a beneficiary, or research information and options for a request a client has made.

· Print and mail letters and notices, provide trust statements upon request

· Help track down expense backups and researching deposits with incomplete information.

· Provide coverage and backup for office-related duties when coworkers are away or on vacation.

· Assist the administrative coordinator, case managers and trust administrators as needed.

· In-person shopping in the community with beneficiaries and their teams.

· Assist with processing intake documents for incoming beneficiaries.

What You Will Bring Along:

• High School graduate.
• Associate or Bachelor's degree in business administration or a related field is a plus.
• One-three years of administrative experience.
• At least one year of experience working with people with disabilities (preferred).
• Clean background check & satisfactory credit report.
• Driver’s license, a working automobile, and a willingness to drive within the Denver Metro and surrounding areas and occasionally transport beneficiaries.
• Ability to speak clearly and hear well due to heavy telephone contact.

You’re a Great Match if…

• You can independently organize and prioritize multiple tasks to meet CFPD’s deadlines and goals.
• You adapt well to new and evolving procedures as we improve and streamline our services and comply with ever-changing regulations.
• You can use technology, services, and software like Zoom, Microsoft 365, and our own proprietary cloud apps to communicate with the team, document your actions, and keep track of beneficiary-specific activities.
• You work well with a variety of parties, including trust beneficiaries, co-workers, vendors, service providers, attorneys, benefit eligibility technicians, our leadership team, and others.
• You are a compassionate ally to older adults, people who have disabilities, and their families.

We Take Care of You with a Benefit Package Valued at $8,500!*

CFPD depends on you and thrives on your passion and perseverance, but giving your best is only possible if you have support you need to live your best life. We have designed our benefit package with the tools that we believe will help you balance a great life with great work. Our goal is to take care of you so you can focus on taking care of others! Here are some of the benefits we provide:

• Health insurance
• Dental insurance
• Vision insurance
• Employee assistance program
• Health savings account
• Life insurance
• Retirement plan
• Tuition reimbursement

Additionally, you will receive…

• Flexible schedule
• Vacation time
• Sick time
• 12 Paid Holidays Annually

*actual worth varies per employee; $8,500 is the average.

Please submit cover letter and resume to Lindsey Whiston, Trust Program Manager at lwhiston@cfpdtrust.org. We can’t wait to find out if you’re a great fit for the CFPD team!

Job Type: Full-time

Pay: $22.86 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Denver, CO 80222 (Required)

Ability to Relocate:

• Denver, CO 80222: Relocate before starting work (Required)

Work Location: In person