SMA Careers >> Client Account Specialist
Client Account Specialist
Summary
Title:Client Account Specialist
ID:4416
Department:Finance
Location:150 Magnolia Ave., Daytona Beach, FL
Description
Salary Range: $12.74/hr - $14.42/hr DOE
Working Hours: 40 hrs week; Mon-Fri. 8am-5pm
Non-exempt

Client Accounts Specialist is primarily responsible for the receipts and disbursements associated with the client accounts held on a custodial basis by SMA for those deemed unable to handle their own finances. 

Qualifications

Associates Degree and two years professional accounting experience or six years or more working in a professional accounting environment.
  • Knowledge of accounts payable, accounts receivable and maintaining general ledger.
  • Ability to maintain a high level of accuracy in preparing and entering financial information.
  • Strong knowledge and experience in Excel spreadsheet applications.  
  • Ability to maintain confidentiality concerning financial and employee files.
  • Ability to establish and maintain effective working relationships with co-workers, case managers and clients.

Responsibilities
  • Understand completely the role and responsibilities of SMA as Representative Payee for clients the Agency represents and remain up-to-date on changes to Social Security Administration laws
  • Act as liaison to the Social Security Administration on behalf of the Agency and clients
  • Generate checks for clients authorized for payment by their case workers
  • Review transactions prior to payment for compliance with corporate accounting policy or related Social Security laws, rules and regulations
  • Prepare batches of invoices for data entry, enter invoices for payment. Process backup reports subsequent to check run.
  • Maintain cash sheet summarizing all cash receipts and disbursements on behalf of clients
  • Maintain recordkeeping system for all transactions initiated on behalf of clients
  • Act as back-up for the Agency’s accounts payable function as needed
  • Assist with the Agency’s annual external financial audit and Social Security audits
  • Perform related work as required or assigned
  • Make commitment to SMA’s mission and core values the SMA Way
  • Abide by principles of EEO compliance and a workplace of dignity and respect
  • Work cooperatively in a group/team setting
  • Show respect to others
  • Take guidance and direction from supervisors
  • Arrive/Report to work on time and ready to work
 
SMA Healthcare is a tobacco and drug-free workplace.
EEO Employer     W / M / Vet / Disabled
This opening is closed and is no longer accepting applications
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