Client Financial Specialist

About the role

The St. Louis office is seeking a Client Financial Specialist who is responsible for establishing, reconciling, and maintaining consumer financial accounts, including paying bills, completing cash disbursements, tracking and monitoring account activity, and compiling documentation for audits.

Schedule

Monday to Friday 8am-4:30pm

Benefits

• Health, Dental, and Vision Insurance
• Mileage Reimbursement
• Paid Time Off and Sick Time Pay
• 401k Plan with Company Match
• Tuition Reimbursement
• Employee Discounts with Various Vendors
• Life Insurance
• Flexible Spending Accounts (FSA)
• Employee Referral Pay
• Advancement Opportunities

Responsibilities

• Serve as a liaison with banks to manage consumer accounts, complete Representative Payee paperwork, and coordinate with Social Security when needed.
• Develop and adhere to individual monthly budgets, ensuring timely payment of consumer bills and maintenance of required account balances for benefits eligibility.
• Monitor and maintain daily accounting records in the system, organize end-of-month financial records, reconcile accounts, and submit packets for audit.
• Collect receipts, food stamp ledgers, and provide copies of reconciled accounts to supervisory staff and guardians.
• Disburse funds for personal spending, deposit checks promptly, and maintain supplies like checks.
• Prepare and compile financial documents required for Medicaid, Section 8, or other financial reviews.
• Other duties as assigned.

Qualifications

• Valid driver's license required.
• Proof of auto insurance and reliable transportation required.
• Bachelor's degree in accounting preferred.

Salary: $20-22/hr based on experience