Client Funds Specialist
Core
Manage, track, and reconcile client-related financial transactions and trust accounts with accuracy and compliance.
Role type
Client Funds Specialist
Builds
Bank reconciliations, trust account management, and processed financial transactions
Domain
Legal services / Financial operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Bank transaction processing, bank reconciliation, trust account management, vendor setup, tax law comprehension, record storage, Microsoft Office Suite
Preferred skills
None stated
Technologies
Microsoft Office Suite, Microsoft 365
Responsibilities
Process bank deposits and disbursements; prepare bank reconciliations and resolve discrepancies; manage trust accounts per state regulations; set up vendors meeting IRS criteria; maintain banking relationships and account access; store and file transaction records.
Seniority
Mid-level, hands-on IC