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Master Trust Specialist

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Robert Half

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Location:
United States , Port St Lucie

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Category:
Finance

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Contract Type:
Not provided

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Salary:

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Job Description:

We are looking for a dedicated Master Trust Specialist to join our team on a contract basis in Port St Lucie, Florida. This role involves managing financial documentation and processes for children under care, ensuring compliance with relevant regulations and organizational standards. If you are detail-oriented and skilled in bookkeeping, this position provides an opportunity to make a meaningful impact.

Job Responsibility:

  • Maintain organized digital files for each client, ensuring all relevant information is accurately documented
  • Collaborate with case management teams to complete applications for benefits or redirect funds for eligible children
  • Conduct initial interviews at the Social Security Administration for eligibility determination, benefit redirection, or representative payee applications
  • Notify Social Security offices to adjust payments or suspend benefits based on changes in client status or placement
  • Process Master Trust Withdrawal Requests by reviewing documentation, obtaining necessary approvals, and preparing certifications for receipts or purchases
  • Respond promptly to fee assessment notices from case management, ensuring compliance within designated timeframes
  • Update monthly balance sheets with deposits and withdrawals, ensuring accurate tracking of trust funds
  • Submit monthly trust account balances and semi-annual activity reports to relevant organizational supervisors and directors
  • Prepare quarterly payment requests to reimburse the State Treasurer for foster board stipends as indicated in the approved system
  • Complete annual representative payee accounting as required by the Social Security Administration

Requirements:

  • Proficiency in bookkeeping practices and financial documentation
  • Strong skills in Microsoft Excel for data tracking and reporting
  • Ability to manage time effectively and meet strict deadlines
  • Excellent attention to detail to ensure accuracy in financial processes
  • Strong communication skills to collaborate with case management teams and external agencies

Nice to have:

  • Familiarity with Social Security Administration procedures is a plus
  • Capacity to handle sensitive information with confidentiality and professionalism
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 13, 2026

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