Client Funds Specialist

Holland & Knight•Tampa, FL

6d•Onsite

About The Position

We are seeking a Client Funds Specialist to join our team. The Client Funds Specialist will be responsible for managing, tracking, and reconciling client-related financial transactions with accuracy, transparency, and timeliness. This role ensures proper handling of client funds, supports internal and external stakeholders, maintains compliance with financial policies and regulatory requirements, and provides high quality service to both clients and internal teams.

Requirements

Strong verbal, mathematical, written, and analytical skills.
Excellent organization skills and sense of urgency to requests.
Adaptable to changing priorities and work demands.
Excellent interpersonal skills with the ability to work well under pressure.
High ability to work independently as well as with others in a team setting.
Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.
2 - 5 years relevant accounting and finance experience.
Bachelors of Finance, Accounting, Math, or Economics Degree.

Responsibilities

Process bank transactions, including deposits and disbursements.
Ensure that deposits are recorded to the appropriate client matter and that disbursements have appropriate supporting documentation and approvals.
Set up vendors to meet IRS criteria, including minimal comprehension of tax laws.
Prepare Bank Reconciliations and resolve any discrepancies.
Manage Trust Accounts to comply with state regulations and firm policies.
Manage bank account opening and maintain good banking relationships, including signature account maintenance, assisting with on-line access, and entitlements.
In-depth research for transactions and payments.
Store and file records of transactions.
Special projects and additional duties as assigned.
Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.
Special projects and duties as assigned.

Benefits

comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
life and AD&D insurance
short and long term disability insurance
tax-advantaged accounts for health care expenses, including FSAs and HSAs
FSAs for dependent care
health advocacy services
behavioral health and counseling resources for all family members
401(k)
profit sharing
backup dependent care
senior care planning support
resources for individuals with development disabilities and their caregivers
paid holidays and other paid time off, including paid leave for new parents