Client Accounts Coordinator

Client Accounts Coordinator Carolina Fiduciary Services, LLC North Charleston, SC Job Details Part-time $17 - $19 an hour 14 hours ago Qualifications Accounting systems Record keeping Computer operation Budget management Economics Microsoft Excel Financial data reconciliation Computer literacy Finance Administrative experience Invoice payment processing Managing budgets in a finance role Managing clients in a finance role Financial record maintenance Accounting and finance experience Business Accounting Entry level Time management Full Job Description

CLIENT ACCOUNTS COORDINATOR

Carolina Fiduciary Services, LLC North Charleston, SC 29405 (On-site)

About Us:

Carolina Fiduciary Services, LLC provides fiduciary services for Veterans through the U.S. Department of Veterans Affairs and conservatorship services for adults under court appointment. We manage the financial affairs of vulnerable populations who are unable to manage their own finances due to incapacity or disability. Our work requires compassion, integrity, and meticulous attention to detail.

Position Overview:

We are seeking a detail-oriented Client Accounts Coordinator to manage financial accounts for our clients. This role involves paying bills, maintaining budget spreadsheets, processing accountings in our Representative Payee Management (RPM) system, and ensuring accurate financial records. The ideal candidate is someone who loves working with numbers, has accounting experience or education, and is passionate about serving vulnerable populations.

Responsibilities:

Process and pay client bills accurately and on time Maintain and update client budget spreadsheets Enter and manage accountings in the RPM system Reconcile client accounts Coordinate with the CEO/Federal Fiduciary on financial matters Maintain confidential client financial records Assist with other administrative duties as needed

Qualifications:

Accounting, bookkeeping, or financial management experience required Degree or coursework in Accounting, Finance, Business, or Economics preferred (equivalent experience considered) Proficiency in Microsoft Excel and general computer literacy Strong attention to detail and accuracy with numbers Ability to handle confidential information with discretion Excellent organizational and time management skills Compassion for serving Veterans and vulnerable adults

Schedule & Compensation:

Part-time:

16-20 hours per week

Schedule:

Flexible, to be determined based on candidate

Pay:

$17.00 - $19.00 per hour, based on experience

Location:

On-site at our North Charleston office

Requirements:

Must pass a background check and credit check (required due to financial responsibilities) Reliable transportation

To Apply:

Submit your resume and answer the following screening questions: Why are you interested in working with vulnerable populations such as Veterans and incapacitated adults? This position involves managing financial accounts for clients. Describe your experience with accounting, bookkeeping, or financial management. Are you able to pass a background and credit check? (Required - Yes/No)

About Carolina Fiduciary Services:

Founded in 2013, Carolina Fiduciary Services is a trusted Fiduciary serving Veterans and incapacitated adults throughout South Carolina. We are a small, mission-driven team committed to providing compassionate, reliable financial management for those who need it most.

Pay:

$17.00 - $19.00 per hour

Work Location:

In person