Office Assistant

Company DescriptionSpecial Needs Trust Foundation is a company with a mission to provide support services that enhance the quality of life for individuals with special needs. Located in El Cajon, California, the foundation is dedicated to ensuring that individuals and their families receive the guidance and resources needed to navigate financial and legal complexities. The organization provides inclusive, client-focused support and operates with integrity and care to empower those they serve.Role DescriptionThis is a part-time on-site role for an Office Assistant located in El Cajon, CA. The Office Assistant will be responsible for performing clerical and administrative duties, including managing phone calls with professionalism, handling office equipment, maintaining records, and supporting the daily operations of the office. The role also involves assisting with correspondence, scheduling, and ensuring the office operates efficiently.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 Qualifications1) 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.To be considered for this opportunity please submit your resume and cover letter to:Meredith Adams, SNTF Executive DirectorTo be considered for this opportunity please submit your resume and cover letter to:Meredith Adams, SNTF Executive Director; meredith@sntf-sd.org