What are the responsibilities and job description for the Client Funds Specialist position at Holland & Knight LLP?
We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.
Description:
This position is responsible for managing the firm’s client funds money to comply with various state bar rules and firm policies.
Key Responsibilities Include:
- 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.
Qualifications:
- 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 under pressure.
- High ability to work independently as well as with others in a team setting.
Minimum Education:
- Bachelors of Finance, Accounting, Math, or Economics Degree.
Benefits: Four weeks paid time off per year, increasing every 5 years; ten paid holidays per year; comprehensive health (PPO and HDHPs), dental and vision plans including for domestic partners; life and AD&D insurance; short and long term disability insurance; FSA or HSA for medical; dependent care FSA; AFLAC and umbrella coverage available; Employee Assistance Program; 401(k) Plan, with profit sharing components; pre-tax transit and parking program; up to 12 weeks disability/parental leave; backup child/adult care/senior care planning through Care@Work; Rethink Benefits.
Benefits may vary by position and office.
Holland & Knight is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer , making decisions without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, protected veteran or any other protected class.
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