Client Funds Specialist

Job description

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. This position is based in the Firm's global operations center in Tampa, FL. Description: This position is responsible for managing the firm’s client funds money to comply with various state bar rules and firm policies. Qualifications: - Assist with 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. - Prepare Bank Reconciliations and resolve any discrepancies. - Manage Trust Accounts to comply with state regulations and firm policies. - Store and file records of transactions. - Special projects and additional duties as assigned. - Minimum 2 years’ relevant accounting and finance experience. - Strong verbal, mathematical, written, and analytical skills. - Excellent organization skills and sense of urgency to requests. Adaptable to changing priorities and work demands. - Knowledge of MS Office 2013 Suite. - Excellent interpersonal skills with the ability to work will un...