Holland Knight

Holland Knight

Client Funds Specialist

Operations Center - Tampa

Sponsorship not specifiedDetected 31 days ago
AccountingResearchAdaptabilityMicrosoft Office

About the role

  • This position is based in the Firm's global operations center in Tampa, FL.
  • The Client Funds Specialist will be responsible for managing, tracking, and reconciling client-related financial transactions with accuracy, transparency, and timeliness.
  • and Essential Job Functions: - Process bank transactions, including deposits and disbursements.

Responsibilities

  • Manage Trust Accounts to comply with state regulations and firm policies.
  • Manage bank account opening and maintain good banking relationships, including signature account maintenance, assisting with on-line access, and entitlements.
  • senior care planning support

Requirements

  • 5 years relevant accounting and finance experience.
  • Ability to sit or stand for extended periods of time.
  • High ability to work independently as well as with others in a team setting.
  • Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.

Skills

  • Strong verbal, mathematical, written, and analytical skills.
  • Excellent organization skills and sense of urgency to requests. Adaptable to changing priorities and work demands.
  • Excellent interpersonal skills with the ability to work well under pressure.
  • Knowledge of or ability to learn Microsoft Office Suite, or Microsoft 365.
  • Required Qualifications & Education:
  • 2 - 5 years relevant accounting and finance experience.
  • Bachelors of Finance, Accounting, Math, or Economics Degree.

Benefits

  • Below are the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
  • short and long term disability insurance
  • tax-advantaged accounts for health care expenses, including FSAs and HSAs
  • health advocacy services
  • behavioral health and counseling resources for all family members
  • profit sharing
  • and paid holidays and other paid time off, including paid leave for new parents.

Company info

  • We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.
  • We are seeking a Client Funds Specialist to join our team.
  • This role ensures proper handling of client funds, supports internal and external stakeholders, maintains compliance with financial policies and regulatory requirements, and provides high quality service to both clients and internal teams.

Equal opportunity

  • Applicants who are interested in applying for a position and require an accommodation during the process should contact ApplicantAccommodations@hklaw.com.

This listing is sourced directly from Holland Knight's careers page and normalized into a canonical job model.