Guardianship Asset & Accounts Specialist

Lutheran-Services-Florid; Sarasota (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Telehealth

EAP

Life Insurance (1X salary)

13 paid holidays + floating holiday

Generous PTO

403(b) Retirement plan

Job summary

Lutheran Services Florida (LSF) is seeking an Accounting Specialist to deliver direct financial services for clients. The role emphasizes protecting and managing assets, preparing guardianship and related accounts, and supporting program staff with detailed asset reporting.

You will collaborate with program managers and case managers to ensure accurate billing and timely eligibility for benefits, while maintaining strong community relationships and complying with legal requirements.

Qualifications

• Minimum two years' experience in banking or bookkeeping.
• High school diploma required.
• Excellent written and verbal communication skills.
• Proficiency with Excel and general office software.

Responsibilities

• Prepare reports detailing client asset holdings for program staff and auditors.
• Open and manage guardianship, QIT, and burial accounts.
• Coordinate with client accounting to register and manage brokerage accounts and assets.
• Advocate on behalf of clients and maintain relationships with attorneys and vendors.
• Process client invoices and assist with daily bank deposits and reconciliations.
• Coordinate with case managers for benefits eligibility (Medicare, Social Security, Medicaid).
• Maintain inventories of client assets and report on assets for audits.

Skills

Bookkeeping

Communication skills

Organization

Problem solving

Time management

Excel

Self-motivation

Creativity

Education

High school diploma

Tools

None

Job description

Lutheran Services Florida (LSF) is seeking an Accounting Specialist to deliver direct financial services for clients. The role emphasizes protecting and managing assets, preparing guardianship and related accounts, and supporting program staff with detailed asset reporting.

You will collaborate with program managers and case managers to ensure accurate billing and timely eligibility for benefits, while maintaining strong community relationships and complying with legal requirements.