Long-Term Support Trust Specialist - Independence Services

Employer
Wounded Warrior Project
Location
Florida, United States
Salary
Competitive Salary
Posted
Apr 28, 2021
Closes
May 27, 2021
Employment Type
Full Time

The Wounded Warrior Project (WWP) Long-Term Support Trust (LTST) is an integral part of the Independence Program, focused on delivering services related to long-term needs. The LTST Specialist serves as the administrative lead and subject matter expert for the Independence Program and for the discretionary aspects of the Long-Term Support Trust. The LTST Specialist is the primary liaison for the Independence Program team and internal WWP departments such as Legal, Veteran’s Benefits, Finance/Accounting, and Records Management, and serves as the external liaison with WWP’s corporate trust officers and independent contractors. The LTST Specialist will focus significantly on the implementation and expansion of Warrior Life Planning Services (WLPS) and maximizing the impact of the LTST’s resources for the charitable class.


 

DUTIES & RESPONSIBILITIES

  • Develop a comprehensive understanding of the Independence Program, Long-Term Support Trust (LTST), WWP LTST policies, and the charitable class it is designed to help.
  • Work collaboratively with Marketing team to build comprehensive plan and program collateral. Read, analyze, and approve documentation associated with recurring and one-time distribution requests from LTST.
  • Research and evaluate processes to improve performance and enhance continuity of services through the Trust. Participate in relevant projects, design sessions, testing, and implementation as needed.
  • Perform quality assurance administrative tasks for the effective administration of the Trust.
  • Set up, organize, and maintain paper and electronic filing systems for records, correspondence, and other materials in a logical and easily retrievable manner, including on-site and off-site storage.
  • Create and produce reports regarding LTST and charitable class for internal WWP departments.
  • Coordinate with Life Care Planners, attorneys, and financial advisors to ensure continuity of administrative services and operations execution.
  • Serve as the WWP primary point of contact and high-touch support for administrative functions related to the operations and execution of the LTST.
  • Work collaboratively with IP Specialists, Benefits teammates, and contracted case managers to assure that warriors and families are informed about the LTST process.
  • Engage with Warriors and family members to discuss details of the LTST.
  • Engage with and provide education about LTST to WWP staff.
  • Input data and maintain and update relevant WWP electronic tracking systems, specifically the warrior and family member, spouse, and/or caregiver database, e.g., Salesforce as it relates to LTST.
  • Other duties as assigned.
 

KNOWLEDGE, SKILLS, & ABILITIES

  • Demonstrated competencies working with a variety of business disciplines, e.g., case management, long term planning services, legal, marketing, finance/accounting, and records management.
  • Demonstrated ability to interact and work with members of the charitable class, many of whom suffer from severe cognitive and/or physical injuries as well as their caregivers. Ability to respond to sensitive matters with diplomacy and empathy.
  • Excellent communication skills with an ability to interact with a variety of professional disciplines, both internal and external to WWP, e.g., human service providers, attorneys, and accounting and finance
  • Exceptional interpersonal skills with an ability to communicate with diverse personalities.
  • Highly accountable team player,
  • Able to work effectively in an environment requiring independent and creative efforts.
  • Ability to maintain a flexible work schedule.
  • Strong organizational and time management skills. Effectively manage multiple priorities, develop programs, complete assignments, and meet deadlines.  Able to quickly pivot to new and various projects as needed.
  • Demonstrated ability to work effectively in an environment requiring independent, creative efforts.
  • Working knowledge of WWP operations, programs, and other WWP resources. Demonstrated understanding of Wounded Warrior Project and its mission, values, programs, and services, and the impact of these programs and services on wounded warriors and their families.
  • Effectively establish professional relationships and create a diverse network of resources to support the execution of the LTST.
  • High energy level. Self-starter; willing to take initiative.
  • Unequivocal commitment to the highest standards of personal and business ethics and conduct.
  • Mission-driven, guided by core values, and a pleasure to work with.
 

EXPERIENCE

 

Requirements

  • Three years of experience in case management or project management.
  • Three years of experience working with various estate planning solutions, trusts and estates, financial products, long-term care planning, or insurance.
 

Preferences

  • Bilingual communication skills in Spanish/English.
  • Five years of experience in case management or project management.
  • Five years of experience working with various estate planning solutions, trusts and estates, financial products, long term care planning, and/or insurance.
  • One year experience working with the military/veteran population
 

EDUCATION

 

Requirements

  • Bachelor’s degree in relevant field. Equivalent combination of education, experience, training, or certification may be considered in lieu of degree.
 

Preferences

  •   Master’s degree in relevant field.
 

CREDENTIALS/LICENSURE

 

Requirements

  • Valid state-issued driver’s license.
 

Preferences

  • Certified Trust and Financial Advisor (CTFA) designation or Juris Doctorate
  • Certified Case Manager
  • Certified Project Manager

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