Client Trust Specialist

Family Support Services•Largo, FL

15h•Onsite

About The Position

The Client Trust Specialist ensures accurate and timely coordination, processing, documentation, and monitoring of Social Security and other benefits on behalf of children served by Family Support Services. The role processes benefit-related transactions, payments, and deposits within established deadlines, maintains accurate financial records and required documentation, and communicates and collaborates with case management staff, Guardians ad Litem, attorneys, and other stakeholders to support the children’s financial well-being and best interests. The position is based at the Family Support Services of Suncoast Admin Office in Largo, Florida, and is full-time. An associate degree in accounting is preferred, and one year of experience in accounting or child welfare is required. The role requires a valid driver’s license and successful completion of specified background, reference, and substance-abuse checks, as well as E-Verify. The organization’s mission is to promote safety, stability, and quality of life for children by working with the community to strengthen families.

Requirements

One year of experience in accounting or child welfare.
Valid driver’s license.
Ability to analyze and reconcile individual client financial data.
Proficiency with Microsoft Office, including Excel, Word, and Outlook.
Ability to meet heavy deadlines.
Ability to perform advanced mathematical concepts, including fractions, decimals, percentages, and ratios.
Strong organizational skills.
Ability to work collaboratively with staff at all levels of the organization.
Ability to solve a variety of problems with minimum direction.
Ability to maintain filing systems.
Ability to keep critical information confidential and secure.
Knowledge of cost center accounting, general ledger reconciliation, budget preparation, cost analysis, accounting software packages, and accounting principles and practices.
Clear a Level II background screening (Live Scan).
Clear a reference check and a local background check from the county of residence.
Clear a substance abuse screen.
Provide copies of all degrees before the first day of employment.
Clear an E-Verify check to substantiate authorization to work in the United States.

Nice To Haves

Associate degree in accounting from an accredited college or university.

Responsibilities

Prepare and process expenditures, deposits, and balances for individual clients.
Prepare journal entries when needed in accordance with Client Master Trust procedures.
Maintain and file accurate, complete documentation for each client, including K-1 tax schedules.
Complete Social Security Administration forms accurately and completely.
Redirect existing third-party benefits and maintain trust accounts below the statutory requirement.
Process transactions in a timely manner to meet strict deadlines.
Provide professional customer service and communication about client accounts by phone, email, and mail.
Prepare for Social Security Administration audits and ensure required documentation is readily available.
Prepare fee waiver requests, schedule fee waiver committee meetings, and take meeting notes.
Provide technical training and guidance to case management agency staff.
Support all audits by retrieving requested financial documentation and responding to audit inquiries.
Perform other duties as assigned.