Client Trust Specialist

FAMILY SUPPORT SERVICES OF SUNCOAST LLC•Largo, FL

26d•Onsite

About The Position

The Client Trust Specialist ensures the accurate and timely coordination, processing, documentation, and monitoring of Social Security and other benefits on behalf of children served by Family Support Services of Suncoast. The role processes benefit-related transactions, payments, and deposits within established deadlines to support compliance and prevent delays. It maintains accurate financial records and documentation 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 accounting or child welfare experience is required. A valid driver’s license and successful completion of required screening and verification checks are also required.

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 and perform advanced mathematical concepts, including fractions, decimals, percentages, and ratios.
Strong organizational skills and ability to collaborate with staff at all levels.
Ability to solve a variety of problems with minimum direction.
Ability to maintain filing systems and 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), a local background check for the county of residence, a reference check, a substance abuse screen, and an E-Verify check.
Provide copies of all degrees before the first day of employment.

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 as 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 regarding 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.
Assist with audits by retrieving requested financial documentation and responding to audit inquiries.
Perform other duties as assigned.