Client Trust Coordinator

Client Trust Coordinator Yakima, WA Job Details Full-time $23.43 - $35.15 an hour 1 day ago Benefits Paid holidays Disability insurance Health insurance Employee assistance program Retirement plan Qualifications Accounting systems Record keeping Budget management Internal controls Financial transaction processing Bachelor's degree in finance Healthcare Administration Regulatory compliance Mid-level Fund operation Bachelor's degree in business administration Finance Trust administration Managing budgets in a finance role Bachelor's degree Financial record maintenance Accounting and finance experience Bachelor's degree in healthcare administration Financial regulatory compliance Business Administration Training & development Bachelor's degree in accounting Training Financial audit support Business Accounting Account opening Regulatory compliance management Full Job Description Who is Comprehensive Healthcare? Comprehensive Healthcare provides innovative behavioral health and integrated healthcare services to clients of all ages. We take pride in our creative and collaborative work environment and in delivering clinically excellent, trauma-informed, recovery-oriented services. What are we looking for in an Client Trust Coordinator? As a member of our Finance department, the Client Trust Coordinator is responsible for maintaining the accounting records of the Supplemental Security Income (SSI) Trust Fund.

Duties may include:

Administers daily trust account operations, including preparing, processing, and distributing client funds in accordance with approved budgets and regulatory guidelines. Ensures all transactions are accurately recorded, posted to the correct accounting period, and supported by proper documentation while safeguarding client assets. Prepares, reviews and maintains monthly client budget sheets. Tracking income, expenses, savings & vendor information to ensure accuracy and compliance. Updates financial records to reflect changes in client circumstances and maintains organized supporting documentation for audit and reporting purposes. Ensures compliance with Social Security Administrative Representative Payee Requirements by reviewing SSA correspondence, monitoring benefit changes, and completing required reports. Verifies that disbursements align with client benefits, resource limits, and SSA regulations. Establishes new payee accounts and completes all requirements for discharging clients from the program. Serves as primary liaison between Finance, Case Management, and external partners to communicate account balances, funding issues, and required adjustments. Provides training and guidance to case managers regarding trust accounting processes, timelines and SSA compliance expectations. Prepares payable batches, trial balances, and month-end trust summaries for review and approval. Maintains audit-ready records, supports internal and external audits, and ensures adherence to internal controls and regulatory standards. Receipts payee income by entering funds received into the accounting system. Ensures that received amounts agree to client budget worksheets. Notifies case managers of any changes in income or discrepancies

Qualifications:

Bachelor's degree in Accounting, Finance, Business Administration, Healthcare Administration, or a closely related field. Demonstrated experience in financial administration, trust accounting, or regulated fund management. Proven ability to manage detailed financial records with accuracy, confidentiality, and regulatory compliance. What Comprehensive Healthcare Can Offer You Training and Development A variety of career opportunities in a wide range of settings with room for mobility and promotion Regular training opportunities including support, supervision, and consultation in implementing evidence-based services and programs Innovative Program & Services A strong reputation for providing quality, evidence-based services within a collaborative multi-disciplinary team environment Innovative, forward-looking leadership that seeks to thrive in an ever-changing healthcare environment Joint Commission-accredited organization committed to continuous quality improvement Established partnerships with major research universities and other community and healthcare providers to implement cutting-edge treatment programs and services Excellent Benefits Competitive salaries within our communities and industry Healthcare coverage for employee and qualified family members Generous vacation, paid holiday and sick leave policies Access to Employee Assistance Program services Agency-funded retirement plan with contributions equal to 5% of compensation Additional retirement investment opportunities with a 50% investment match of up to 4% of compensation Agency-funded life and disability insurance program Financial incentives to further employee education Comprehensive Healthcare is proud to be an equal opportunity employer. We do not discriminate based on race, sex, age, color, religion, national origin, sexual orientation, gender identity or expression, marital status, veteran status, disability status, or any other basis prohibited by federal, state, or local law. We value the diverse perspectives and strengths that our employees bring to the workplace and we encourage individuals from underrepresented groups to apply for our positions. The Human Resources department offers accommodations and assistance for the application and interview process; please contact us to make arrangements.