Client Trust Coordinator
About The Position
Comprehensive Healthcare provides innovative behavioral health and integrated healthcare services to clients of all ages. We take pride in our creative and collaborative work environment and in delivering clinically excellent, trauma-informed, recovery-oriented services. As a member of our Finance department, the Client Trust Coordinator is responsible for maintaining the accounting records of the Supplemental Security Income (SSI) Trust Fund. Duties may include: Administers daily trust account operations, including preparing, processing, and distributing client funds in accordance with approved budgets and regulatory guidelines. Ensures all transactions are accurately recorded, posted to the correct accounting period, and supported by proper documentation while safeguarding client assets. Prepares, reviews and maintains monthly client budget sheets. Tracking income, expenses, savings & vendor information to ensure accuracy and compliance. Updates financial records to reflect changes in client circumstances and maintains organized supporting documentation for audit and reporting purposes. Ensures compliance with Social Security Administrative Representative Payee Requirements by reviewing SSA correspondence, monitoring benefit changes, and completing required reports. Verifies that disbursements align with client benefits, resource limits, and SSA regulations. Establishes new payee accounts and completes all requirements for discharging clients from the program. Serves as primary liaison between Finance, Case Management, and external partners to communicate account balances, funding issues, and required adjustments. Provides training and guidance to case managers regarding trust accounting processes, timelines and SSA compliance expectations. Prepares payable batches, trial balances, and month-end trust summaries for review and approval. Maintains audit-ready records, supports internal and external audits, and ensures adherence to internal controls and regulatory standards. Receipts payee income by entering funds received into the accounting system. Ensures that received amounts agree to client budget worksheets. Notifies case managers of any changes in income or discrepancies
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Healthcare Administration, or a closely related field.
- Demonstrated experience in financial administration, trust accounting, or regulated fund management.
- Proven ability to manage detailed financial records with accuracy, confidentiality, and regulatory compliance.
Responsibilities
- Administers daily trust account operations, including preparing, processing, and distributing client funds in accordance with approved budgets and regulatory guidelines.
- Ensures all transactions are accurately recorded, posted to the correct accounting period, and supported by proper documentation while safeguarding client assets.
- Prepares, reviews and maintains monthly client budget sheets.
- Tracking income, expenses, savings & vendor information to ensure accuracy and compliance.
- Updates financial records to reflect changes in client circumstances and maintains organized supporting documentation for audit and reporting purposes.
- Ensures compliance with Social Security Administrative Representative Payee Requirements by reviewing SSA correspondence, monitoring benefit changes, and completing required reports.
- Verifies that disbursements align with client benefits, resource limits, and SSA regulations.
- Establishes new payee accounts and completes all requirements for discharging clients from the program.
- Serves as primary liaison between Finance, Case Management, and external partners to communicate account balances, funding issues, and required adjustments.
- Provides training and guidance to case managers regarding trust accounting processes, timelines and SSA compliance expectations.
- Prepares payable batches, trial balances, and month-end trust summaries for review and approval.
- Maintains audit-ready records, supports internal and external audits, and ensures adherence to internal controls and regulatory standards.
- Receipts payee income by entering funds received into the accounting system.
- Ensures that received amounts agree to client budget worksheets.
- Notifies case managers of any changes in income or discrepancies
Benefits
- A variety of career opportunities in a wide range of settings with room for mobility and promotion
- Regular training opportunities including support, supervision, and consultation in implementing evidence-based services and programs
- A strong reputation for providing quality, evidence-based services within a collaborative multi-disciplinary team environment
- Innovative, forward-looking leadership that seeks to thrive in an ever-changing healthcare environment
- Joint Commission-accredited organization committed to continuous quality improvement
- Established partnerships with major research universities and other community and healthcare providers to implement cutting-edge treatment programs and services
- Competitive salaries within our communities and industry
- Healthcare coverage for employee and qualified family members
- Generous vacation, paid holiday and sick leave policies
- Access to Employee Assistance Program services
- Agency-funded retirement plan with contributions equal to 5% of compensation
- Additional retirement investment opportunities with a 50% investment match of up to 4% of compensation
- Agency-funded life and disability insurance program
- Financial incentives to further employee education
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees
