Vacancy Description
Description
:We are seeking a Client Funds Specialist to join our team. The Client Funds Specialist will be responsible for managing, tracking, and reconciling client-related financial transactions with accuracy, transparency, and timeliness. This role ensures proper handling of client funds, supports internal and external stakeholders, maintains compliance with financial policies and regulatory requirements, and provides high quality service to both clients and internal teams.
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 Ac...
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