Non-Profit Pooled Special Needs Trust seeking Representative to process requests for Beneficiaries
POSITION SUMMARY: As a Fulfillment Representative, your primary role will be to process client requests and administration duties including online purchasing, check entry, wires, ACHs, OTP payments, outbound phone calls, uploading requests to processing software, and other data entry within different platforms.
REPORT TO: Your direct report is the Director of Operations. Your position will primarily be based out of The Alliance offices located at 9633 S. 48th St. Ste. 150 Phoenix, AZ 85282
WORK HOURS: Regular business hours are approximately 9:00 am to 5:00 pm local time, Monday through Friday, excluding holidays. Because the Alliance serves a national clientele, your specific work schedule will be set by the Director of Administration and may not follow the local office hours.
COMPENSATION: Pay for this position will start at $15.00/hr based on experience. If hired to The Alliance, compensation is directly deposited into your personal bank checking or savings account every other Friday.
BENEFITS: As a regular full‐time employee, you are entitled to the benefits listed below, after 90 days:
• 13 paid holidays per year, including: New Year’s Day, MLK Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving Day (and the day after), Christmas Eve, and Christmas Day.
• Paid Time Off, accrued at the rate of .0577 hours of PTO for every 1 hour of work performed (adding up to 120 hours of PTO per year for FTE). Further details will be forthcoming.
• Cigna Health Insurance, Dental and Vision:
• A menu of Health Insurance, Vision, and Dental options, The Alliance pays 100% of employee premium and
pays 50% of Spouse/Dependent premium.
of Spouse/Dependent premium
• 403(b) Retirement Plan
• Life Insurance, valued at $25,000.00 for accidental death & dismemberment
• Short & Long ‐term disability insurance, 100% paid by the Secured Alliance
MINIMUM REQUIREMENTS:
High School Diploma
Must work out of Phoenix Office
Trust Administration or Back office support preferred, but willing to train.