Diane Edgar
Monroeville
Summary
Diligent and detail-oriented professional with extensive experience in trust administration and a proven track record of managing complex fiduciary responsibilities. Expertise in facilitating seamless transactions and safeguarding client assets while ensuring compliance with regulatory standards. Strong proficiency in trust documentation and client communication, complemented by exceptional organizational and analytical skills that drive successful outcomes. Committed to delivering high-quality service and fostering strong client relationships in a dynamic financial environment.
Overview
23
23
years of professional experience
Work History
Trust Administrator, Team Lead
The Family Trust, Achieva
Pittsburgh, PA
02.2025 - Current
- Managed trust account administration, ensuring compliance with regulatory requirements and fiduciary standards.
- Mentored staff on trust administration best practices, fostering professional growth and expertise within the team.
- Conducted regular audits of spreadsheets to ensure accuracy and adherence to policies.
- Facilitated communication between beneficiaries and Trust Administrators addressing inquiries and resolving issues promptly.
- Maintained accurate case notes of all transactions, ensuring proper documentation for audit purposes and regulatory compliance.
- Established strong relationships with clients by providing exceptional customer service and support.
- Cultivated a positive team environment that fostered collaboration, communication, and continuous learning among colleagues.
Trust Administrator, The Family Trust
Achieva
11.2019 - 02.2025
- Provides consultation and support service to trust beneficiaries and their families.
- Advocates for and educates individuals to maximize all resources available to the person.
- Meets with potential beneficiaries, families, and attorneys to provide information on special needs trust.
- Supports the achievement of individuals personal outcomes.
- Works collaboratively with staff and family supporting the individual to develop a support plan that maximizes government benefits and services to enhance the quality of life for beneficiary.
- Arranges for appropriate support services to be paid for through the use of funds in trust.
- Works closely with individuals to develop budgets to maintain government benefits.
- Meets with attorneys, family members and individuals to provide trust information.
- Processes requests and disbursements from the trust.
Community Living Supervisor
ACHIEVA
Pittsburgh, PA
07.2016 - 11.2019
- Oversees daily operation of Community Living Homes.
- Ensures compliance with 6400 regulations, Chapter 51, and the Department of Human Services/Office of Intellectual Disabilities Standards.
- Develop staff schedules to meet the needs of the community home.
- Provides direct care for the individuals supported and ensures their health, safety, and welfare.
- Works closely with family and SC to attain services or items needed for individuals.
- Data Collection.
- Coordinates community activities that will enrich the lives of the individuals with disabilities.
- Oversee monthly budgets and financial planning with individuals and their family.
- Attends meetings and required training.
- Schedules and attend medical appointments.
- On call Responsibilities.
Floor Supervisor, Vocational Supports
ACHIEVA
Pittsburgh, PA
08.2012 - 07.2016
- Supervised work crew of 15 individuals with disabilities
- Assign and monitored piece work
- Data collection
- Unicentric data entry
- Developed and implemented training and classes for community inclusion
Community Living Supervisor
ACHIEVA
Pittsburgh, PA
08.2003 - 08.2012
- Oversees daily operation of Community Living Homes.
- Ensures compliance with 6400 regulations, Chapter 51, and the Department of Human Services/Office of Intellectual Disabilities Standards.
- Develop staff schedules to meet the needs of the community home.
- Provides direct care for the individuals supported and ensures their health, safety, and welfare.
- Works closely with family and SC to attain services or items needed for individuals.
- Data Collection.
- Coordinates community activities that will enrich the lives of the individuals with disabilities.
- Oversee monthly budgets and financial planning with individuals and their family.
- Attends meetings and required training.
- Schedules and attend medical appointments.
- On call Responsibilities.
Education
High School Diploma -
Swissvale High School
06.1986
Skills
- Excellent communication and phone skills
- Excellent organizational skills
- Excellent interpersonal relationships with family and individuals
- Easily explain policy, procedures and regulations to families and individuals
- Computer skills: Microsoft Excel, Microsoft Word, Internet, Paycom, Unicentric, Weathhub
Timeline
Trust Administrator, Team Lead
The Family Trust, Achieva
02.2025 - Current
Trust Administrator, The Family Trust
Achieva
11.2019 - 02.2025
Community Living Supervisor
ACHIEVA
07.2016 - 11.2019
Floor Supervisor, Vocational Supports
ACHIEVA
08.2012 - 07.2016
Community Living Supervisor
ACHIEVA
08.2003 - 08.2012
High School Diploma -
Swissvale High School