Client Financial Clerk

POSITION SUMMARY

The Client Financial Clerk supports participant financial operations by maintaining budgets, processing payments, and ensuring accurate financial recordkeeping. This role is responsible for managing client financial transactions, supporting bill payment processes, and assisting with reconciliation activities while maintaining compliance with established financial procedures and internal controls. The position requires a high level of accuracy, organization, and accountability in handling participant funds.

This job description reflects the general duties of the position; duties are not limited to those listed and may include other tasks as assigned by the supervisor.

Schedule Monday - Friday 8:00 - 4:00  paid lunch

ESSENTIAL DUTIES & RESPONSIBILITIES

Client Financial Management
• Maintain participant budgets and financial records
• Process and track bills, invoices, and payments
• Follow up on past due invoices and resolve discrepancies

Financial Controls & Compliance
• Ensure all transactions are properly documented
• Follow procedures for handling client funds and records
• Identify and report discrepancies or unusual activity

Reconciliation & Reporting
• Assist with monthly reconciliation and financial tracking
• Verify accuracy across financial systems and records

Government & Benefits Coordination
• Complete Social Security verification requests
• Communicate with Social Security as needed
• Manage participant SNAP accounts

Account & Administrative Support
• Open and close participant bank accounts
• Maintain organized financial files and documentation

Team Collaboration
• Partner with internal teams to resolve financial issues
• Assist with financial support tasks as needed

CORE COMPETENCIES

• Attention to detail and accuracy
• Accountability with sensitive information
• Strong communication and problem-solving skills
• Organized and dependable

KNOWLEDGE, SKILLS & ABILITIES

• Proficiency in Microsoft Word and Excel
• Strong administrative and recordkeeping skills
• Ability to maintain confidentiality
• Basic understanding of financial processes preferred

EDUCATION & EXPERIENCE

• High school diploma required
• 1 year administrative experience required
• Finance or banking experience preferred

PHYSICAL REQUIREMENTS

• Ability to perform routine office tasks

WORK ENVIRONMENT

• Professional central office environment
• Regular interaction with administrative and program staff

Benefits

• Health, dental, and vision insurance
• Retirement plan options
• Paid time off and holidays
• Employee assistance program and wellness resources
• Employee discount programs