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Financial Services Representative
Location:
Chicago, IL
Description:
Position location in Chicago, IL 60626 Hybrid schedule The Financial Services Representative is responsible for assisting with the daily operations of the client trust accounts, which includes recording of receipts (e.g. recurring deposits) and disbursements of client funds. They will maintain policies and procedures related to petty cash disbursements, client assistance requests, client loan requests and disbursement of client trust fund requests (by cash, check, or debit card transactions) for a broad range of clients. The Financial Services Representative will follow consistent policies related to client trust transactions, monitor account balances, analyze individual client accounts, and provide periodic reporting on account activity to social security administration (SSA) offices or upon request. The Financial Services Representative will become knowledgeable and proficient in administering client funds within the accumulated funds limit. They will ascertain appropriate distribution of accumulated funds at death of a client (i.e. to the state, to SSA, or to the estate of the client). ESSENTIAL RESPONSIBILITIES · Monitor the financial services process for their assigned teams and clients related to client deposits, reconciliation of client trust accounts, and disbursement of client funds; i.e. review client trust fund deposits and enforce current signature rules in accordance with policy guidelines. · Monitor client trust account balances to ensure trust accounts remain within current social security limits. Work directly with employees to help manage overage (e.g. over limit) and low dollar value (e.g. excess spending) to support clients in maximizing funds · Follow policies regarding disbursement of petty cash, including the disbursement of client assistance funds for assigned clients, teams, and locations. · Participate in audits/regulatory compliance reviews to ensure compliance with all local and federal regulations regarding the recurring deposits and use of funds in client trust accounts. · Enforce financial services policies, procedures, and workflows with employees; e.g. understand and guide execution of client loan requests, and ensure proper approvals for all disbursement of client funds. · Work with Supervisor to ensure adequate staffing of financial services function during holidays, vacations, or other planned/unplanned time-off. · Work collaboratively with employees for recurring client payments such as rent, utilities and/or recurring bills, which may require follow-up to ensure timely payment. · Work with employees to resolve or implement appropriate spending strategies relative to accumulated funds to comply with SSA guidelines as needed · Perform other related duties and/or projects as assigned. QUALIFICATIONS · Experience in Accounting, Business, or other closely related field. · Minimum 3 - 5 years of experience in financial services, banking, cash handling, or closely related work. · Knowledge and/or experience with representative payee software and microsoft applications, preferred. · Outstanding written and verbal communication skills, and exemplary customer service. · Ability to work collaboratively across the organization to follow and enforce policies and to ensure client’s financial obligations are properly served. · Strong organization, time management and problem-solving skills. · A “hands on” individual capable and dedicated, and able to get the job done with limited individual supervision. · Flexibility and adaptability to changing workloads. Capacity to prioritize tasks and work under pressure or tight deadlines. · Ability to raise issues/concerns to the next level of management, when problems occur. · Ability to work with a high degree of ethical behavior and accuracy Trilogy is proud to be an Equal Opportunity Employer. Trilogy does not discriminate and is committed to building and maintaining a workforce that is diverse without consideration of including race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Trilogy employees will be supervised, evaluated, and provided guidance in their role through an inclusive process in its execution.
Company:
Trilogy
Posted:
November 12 on Equest
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More About this Listing: Financial Services Representative
Financial Services Representative is a Accounting & Finance Financial Service Representative Job at Trilogy located in Chicago IL. Find other listings like Financial Services Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.
Financial Services Representative is a Accounting & Finance Financial Service Representative Job at Trilogy located in Chicago IL. Find other listings like Financial Services Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.