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Client Funds Specialist – Financial Transactions
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Job Description
Client Funds Specialist | Holland & Knight LLP
The Tone:
This is a full-time role at Holland & Knight LLP, located in Tampa, FL. Holland & Knight LLP is a law firm where individuals are committed to their work and strive for high standards of performance and success. The Client Funds Specialist will be crucial in accurately managing client-related financial transactions, ensuring compliance, and providing high-quality service to both clients and internal teams. This position is based in the Firm’s global operations center.
The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person Tampa, FL
• Mission: Manage, track, and reconcile client-related financial transactions with accuracy, transparency, and timeliness, ensuring compliance with financial policies and regulatory requirements.
• Tech Stack: Microsoft Office Suite, Microsoft 365
What You’ll Actually Do
• Bank Transactions: Process bank transactions, including deposits and disbursements, ensuring proper recording to client matters and appropriate supporting documentation and approvals.
• Vendor Setup: Set up vendors to meet IRS criteria, demonstrating minimal comprehension of relevant tax laws.
• Bank Reconciliations: Prepare Bank Reconciliations and diligently resolve any identified discrepancies.
• Trust Account Management: Manage Trust Accounts to ensure full compliance with state regulations and firm policies.
• Banking Relationships: Manage bank account opening and maintain good banking relationships, including signature account maintenance and assisting with online access and entitlements.
The Must-Haves
• Background: Bachelor’s Degree in Finance, Accounting, Math, or Economics.
• Experience: 2 to 5 years of relevant accounting and finance experience.
• Skills: Strong verbal, mathematical, written, and analytical skills; excellent organization skills with a sense of urgency; excellent interpersonal skills; high ability to work independently as well as with others in a team setting; knowledge of or ability to learn Microsoft Office Suite or Microsoft 365.
