Client Trust Specialist (70432)

Family Support Services•Largo, FL

24d

About The Position

The Client Trust Specialist ensures accurate and timely coordination, processing, documentation, and monitoring of Social Security and other benefits for 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 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 also supports Social Security Administration audits, prepares fee waiver requests and related committee meetings, and provides technical training and guidance to case management agency staff. The position requires an associate degree in accounting (preferred), at least one year of experience in accounting or child welfare, and a valid driver’s license. Additional pre-employment requirements include background and reference checks, substance abuse screening, degree verification, and E-Verify authorization.

Requirements

At least 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.
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 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), including fingerprint-based screening.
Clear a reference check and a local background check in the county of residence.
Clear a substance abuse screen.
Provide copies of all degrees before the first day of employment.
Clear E-Verify employment authorization verification.

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 client documentation, 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 communicate about client accounts by phone, email, and mail.
Prepare for Social Security Administration audits by ensuring 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.