Client Trust Specialist

Job Details:

Job Location:

Family Support Services of Suncoast Admin Office - Largo, FL 33771, Position Type:
Full Time, Education Level: 2 Year Degree/AA or AS, Client Trust Specialist

• Tuition Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Well-Being Program
• Paid Time Off (PTO)
• Bereavement Leave
• 12 Paid Holidays
• Flexible Spending Account (FSA)
• Employee Assistance Program (EAP)
• Short & Long-Term Disability Coverage
• Employee Discounts
• 401k Plan with 3% Employer Contribution

The mission of Family Support Services is to be the leader in providing safety, stability, and quality of life for all children by working with the community to strengthen the family unit.

Ensure the accurate and timely coordination, processing, documentation, and monitoring of Social Security benefits and other benefits on behalf of the children we serve. Process benefit-related transactions, payments, and deposits accurately and within established deadlines to ensure compliance with applicable requirements and prevent delays. Maintain accurate financial records and required documentation, and foster effective communication and collaborative partnerships with case management staff, Guardians ad Litem (GALs), attorneys, and other relevant stakeholders to support the financial well-being and best interests of the children served.

• Prepare and process handling of expenditures, deposits, and balances of individual clients. Prepare journal entries when needed following Client Master Trust procedures. Maintain and file accurate and complete documentation for each client inclusive of K-1 tax schedules.
• Complete Social Security Administration forms accurately and completely. Redirect any existing third‑party benefits and maintain trust accounts below the statutory requirement. Process in a timely manner in order to meet strict deadlines.
• Provide professional communication and customer service for client accounts via phone, email, and mail correspondence. Prepare specifically for Social Security Administration Audits ensuring documentation needed is readily available.
• Ensure fee waiver requests are being prepared to include scheduling fee waiver committee meetings and taking notes during meetings.
• Provide technical training and guidance to case management agency staff.
• Assist with all-audits by retrieving requested financial documentation and responding to audit inquiries.
• Perform other duties as assigned

Education:

Associates Accounting Degree from an accredited college or university preferred

Experience:

One-year experience in accounting or child welfare required.

Licensure, Certification, and/or Registration:
Valid driver’s license.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Analyze and reconcile individual client financial data
• Microsoft Office, (Excel, Word, Outlook).
• Meet heavy deadlines.
• Perform advanced mathematical concepts (fractions, decimals, percentages, ratios)
• Strong organizational skills
• Work collaboratively with staff at all levels in the organization
• Solve a variety of problems with minimum direction.
• Maintain filing systems
• Hold critical information confidential and in a secure setting.

• Cost center accounting
• General ledger reconciliation.
• Budget preparation
• Cost analysis
• Accounting software packages.
• Accounting principles and practices

• Clear a Level II Background screening (Live Scan) in which your fingerprints will be used to conduct the…