Trust Account Specialist

LE03 Public Consulting Group LLC (Human Services); Wisconsin; Hybrid; USD 49,000 - 65,000; Full time

Benefits offered by this job

Medical and dental care

401k

PTO

Parental leave

Bereavement leave

Job summary

Public Consulting Group LLC seeks a Trust Account Specialist to manage funds for children receiving benefits, ensuring accurate accounting and compliance with federal/state rules. You will coordinate with state government and human services teams to ensure timely reporting and proper fund distribution.

The ideal candidate holds a bachelor’s degree (preferred) and 1–2 years of related experience, with strong attention to detail and excellent English communication.

Qualifications

• Familiarity with general accounting principles.
• Ability to prioritize responsibilities to meet deadlines.
• Attention to detail and accuracy in financial work.
• Ability to understand and interpret federal and state laws and regulations.
• Capacity to work independently and as part of a team.
• Excellent written and verbal communication in English.

Responsibilities

• Conduct electronic systems eligibility reviews for youth entering care and annually thereafter.
• Perform all account management and reconciliation activities accurately and timely.
• Prepare all federal and state reports and requests accurately and timely.
• Ensure accounts are closed and funds distributed appropriately when a youth leaves care.
• Provide clear and timely communication to client representatives and affiliate agencies.
• Monitor performance standards for trust accounting activities.

Skills

Accounting basics

Prioritization

Detail-oriented

Regulatory interpretation

Independent & team work

Communication in English

Education

Bachelor’s degree preferred

Job description

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S—all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com.

Our Human Services team helps state and municipal human services and economic development agencies keep their promises—responsibly and sustainably—to the children, adults, and families they serve. Join us and use your professional skills to build stronger communities and better serve populations in need by making meaningful and lasting changes in government organizations.

Services: Program Consulting Finance Consulting and Billing Services Applied Technology Outsourcing and Operations Strategy Project and Grants Management Assessments and Feasibility Studies Public Consulting Group, LLC.

Position

Trust Account Specialist

The Trust Account Specialist will manage and monitor funds associated with children receiving benefits, including Social Security benefits, child support and other federal or public payment resources, ensuring payments are accurately accounted for, applied in compliance with federal and state requirements. Account balances in excess of reimbursed cost will be retained for the child’s future or personal use and/or distributed to youth upon turning 18 years of age. An ideal candidate will be a team player with excellent attention to detail and organizational skills who is interested in supporting the work of state government and/or human service organizations.

Specific Responsibilities

• Conduct electronic systems eligibly review for youth entering care and annually thereafter.
• Perform all account management & reconciliation activities accurately and timely.
• Complete all federal and state reports and requests accurately and timely.
• Ensure that accounts are closed and funds distributed appropriately and timely when child leaves DCF care.
• Provide clear and timely communication to client representatives and affiliate agencies.
• Monitor performance standard measurements for trust accounting activities.
• Participate in state and federal audit inquiries.
• Maintain positive working relationship with the client and colleagues.

Required Skills

• Familiarity with general accounting principles.
• Ability to prioritize responsibilities to meet deadlines.
• Detail orientation.
• Ability to understand and interpret federal and state laws and regulations.
• Ability to work independently and within a team.
• Excellent written and verbal communication and client-facing skills.
• Proficient in written and spoken English.

Required Experience

• Bachelor’s degree preferred.
• 1-2 years of relevant work experience.

Compensation

Range: $48,500 - $65,000

• medical and dental care benefits
• 401k
• PTO
• parental leave
• bereavement leave

PCG does not sponsor newly hired foreign national workers for work authorization, including H-1B sponsorship.

EEO Statement

Public Consulting Group is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PCG will not tolerate discrimination or harassment based on any of these characteristics. PCG believes in health, equality, and prosperity for everyone so we can succeed in changing the ways the public sector, including health, education, technology and human services industries, work.

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