Lead Client Trust Specialist

POSITION OBJECTIVE: The Lead Client Trust responsible for managing financial transactions, client trust accounts, and third-party benefits for clients. This role ensures accurate record-keeping, compliance with regulatory requirements, and effective coordination with the Social Security Administration (SSA) and other agencies. The ideal candidate will have strong attention to detail, financial management skills, and the ability to collaborate with internal teams and external agencies.

ESSENTIAL FUNCTIONS:

· Process financial transactions, including posting benefit payments, room and board, interest, and personal allowances to trust accounts (TDR).

· Complete and submit annual Representative Payee Reports to the Social Security Administration (SSA) and maintain copies in client trust files.

· Manage purchases for the Master Trust and fulfill P-Card responsibilities.

· Reconcile the Master Trust Account on a monthly basis.

· Applies to be Representative Payee for all children that are eligible to receive third party benefits receive benefits in a timely manner.

· Establish and maintain client trust files, ensuring accuracy and compliance.

· Communicate and coordinate with SSA to facilitate timely receipt of third-party benefits and completion of required paperwork.

· Monitor and evaluate client balances and expenditure plans to ensure appropriate use of third-party benefits.

· Prepare and submit necessary forms, including the Notice of Fee Waiver and Rights of Foster Child Forms (CF 285D), with required supporting documents.

· Participate in quality improvement initiatives to enhance service delivery.

· Prepare and submit quarterly reports to the Department of Children and Families (DCF).

· Complete and submit SSA-11-BK forms to request selection as a payee for children entering licensed care who receive Social Security benefits.

· Ensure timely submission of all required forms and documentation for Supplemental Security Income (SSI) and Retirement, Survivors, and Disability Insurance (RSDI).

· Assist Case Managers with fee waiver requests, ensuring proper documentation before submission to the DCF designee.

· Collaborate with Case Management and Foster Family Support programs to provide training on relevant financial processes.

· Maintain accurate tracking of fee waivers and related financial records.

· Provide routine and on-going training on client trust to CMO staff and other agency partners as requested.

· Participate in the quality improvement process.

This list of essential functions is not intended to be exhaustive. NWFHN reserves the right to revise this job description as needed to comply with actual job requirements.

QUALIFICATIONS:

:

· Experience in financial management, trust administration, or benefits coordination preferred.

· Strong organizational skills with attention to detail and accuracy.

· Ability to work collaboratively with internal teams and external agencies.

· Proficiency in financial record-keeping and reconciliation.

· Effective communication and problem-solving skills

· High school diploma or equivalent

• Bachelor's degree in related field.
• Knowledge of Social Security benefits, foster care financial procedures, and government regulations.
• Knowledge of FSFN, FLORIDA, and FLEMMIS Systems.

SKILLS:

· Basic computer skills

· Good interpersonal skills

Job Type: Full-time

Pay: $40,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work Location: Hybrid remote in Panama City, FL 32401

Salary : $40,000