Accounting Specialist — Guardianship & Client Assets

Lutheran Services Florida, Inc.; Sarasota (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Telehealth

Employee Assistance Program (EAP)

Employer paid life insurance

13 paid holidays + 1 floating holiday

403(b) Retirement plan with employer 3

Job summary

Lutheran Services Florida (LSF) is seeking an Accounting Specialist to provide direct financial client services for all clients. The role focuses on maintaining client asset records, processing guardianship accounts, and coordinating with case managers on benefit eligibility.

The position requires a High School Diploma and at least two years’ experience in banking or bookkeeping, with strong Excel and communication skills. This is an on-site Florida role with a comprehensive benefits package.

Qualifications

• Bachelor’s degree not required; High School Diploma required.
• Minimum two years’ experience in banking or bookkeeping.
• Excellent written and verbal communication, organizational, problem-solving and time management skills.

Responsibilities

• Prepare reports detailing client asset holdings (IRAs, insurances, real estate, annuities and other assets) for Program Manager and staff.
• Prepare forms to open guardianship accounts, QITs and burial accounts.
• Coordinate with Client Accounting Manager on registration and management of client brokerage accounts and assets.
• Review and process payment of client invoices; log time for billing systems and maintain case notes.
• Coordinate with case managers for eligibility for benefits (Medicare, Medicaid, Social Security, etc.).
• Back up daily bank deposits for wards’ funds and reconcile statements.

Skills

Bookkeeping

Excel

Communication

Organization

Time management

Self-starter

Creativity

Education

High School Diploma

Job description

Lutheran Services Florida (LSF) is seeking an Accounting Specialist to provide direct financial client services for all clients. The role focuses on maintaining client asset records, processing guardianship accounts, and coordinating with case managers on benefit eligibility.

The position requires a High School Diploma and at least two years’ experience in banking or bookkeeping, with strong Excel and communication skills. This is an on-site Florida role with a comprehensive benefits package.