Client Trust Specialist

FAMILY SUPPORT SERVICES OF SUNCOAST LLC; Largo (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

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 Coverage

Job summary

Family Support Services of Suncoast Admin Office in Largo, FL is seeking a Client Trust Specialist to coordinate, process, and monitor Social Security benefits and other client benefits. You will maintain records, support case management staff, and ensure compliance with deadlines in a collaborative team setting.

Ideal candidates have an Associates degree in Accounting and at least one year of accounting or child welfare experience, plus a valid driver’s license; a comprehensive benefits package

Qualifications

• Associates Accounting Degree preferred.
• One-year accounting or child welfare experience required.
• Valid driver’s license.

Responsibilities

• Prepare and process expenditures, deposits, and balances for each client; maintain documentation.
• Complete SSA forms accurately; manage third-party benefits and trust accounts to meet deadlines.
• Provide professional communication with clients via phone, email, and mail; support SSA audits with prepared documentation.
• Ensure fee waiver requests are prepared and fed to the waiver committee meetings.

Skills

Microsoft Office

Analytical skills

Communication

Education

Associates Accounting Degree

Tools

Accounting software

Job description

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

Benefits

• 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

Mission

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.

Job Summary

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.

Essential Duties

• 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

Qualifications

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.

Ability to:

• 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.

Knowledge of:

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

Other Requirements:

• Clear a Level II Background screening (Live Scan) in which your fingerprints will be used to conduct the screening. Please see the link with further details: https://info.flclearinghouse.com
• Clear a reference check.
• Clear a local background check from the County in which you reside.
• Clear a substance abuse screen.
• Provide a copy of all degrees prior to your first day of employment.
• Clear an E-Verify check to substantiate that the successful candidate meets the Department of Homeland Security authorization requirements to work in the United States (for more information visit www.dhs.gov/e-verify).

FSS is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. FSS is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If you require a reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Human Resources at [e-mail].