Client Funds Specialist

Key Responsibilities And Essential Job Functions

• Process bank transactions, including deposits and disbursements.
• Ensure that deposits are recorded to the appropriate client matter and that disbursements have appropriate supporting documentation and approvals.
• Set up vendors to meet IRS criteria, including minimal comprehension of tax laws.
• Prepare Bank Reconciliations and resolve any discrepancies.
• Manage Trust Accounts to comply with state regulations and firm policies.
• Manage bank account opening and maintain good banking relationships, including signature account maintenance, assisting with on-line access, and entitlements.
• Store and file records of transactions.
• Special projects and additional duties as assigned.

Required Skills

• Strong verbal, mathematical, written, and analytical skills.
• Excellent organization skills and sense of urgency to requests.
• Adaptable to changing priorities and work demands.
• Excellent interpersonal skills with the ability to work well under pressure.
• High ability to work independently as well as with others in a team setting.
• Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.

Required Qualifications & Education

• 2 - 5 years relevant accounting and finance experience.
• Bachelor's of Finance, Accounting, Math, or Economics Degree.

Benefits

• Comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners;
• Life and AD&D insurance;
• Short and long term disability insurance;
• Tax-advantaged accounts for health care expenses, including FSAs and HSAs;
• FSAs for dependent care;
• Health advocacy services;
• Behavioral health and counseling resources for all family members;
• 401(k);
• Profit sharing;
• Backup dependent care;
• Senior care planning support;
• Resources for individuals with development disabilities and their caregivers;
• Paid holidays and other paid time off, including paid leave for new parents.

Physical Requirements

• Ability to sit or stand for extended periods of time.
• Moderate or advanced keyboard usage.

Special Projects and Additional Duties As Assigned

Special projects and duties as assigned.

Pay

Not specified

Schedule

Not specified

Benefits

• Comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners;
• Life and AD&D insurance;
• Short and long term disability insurance;
• Tax-advantaged accounts for health care expenses, including FSAs and HSAs;
• FSAs for dependent care;
• Health advocacy services;
• Behavioral health and counseling resources for all family members;
• 401(k);
• Profit sharing;
• Backup dependent care;
• Senior care planning support;
• Resources for individuals with development disabilities and their caregivers;
• Paid holidays and other paid time off, including paid leave for new parents.