Financial Services Representative - Trilogy : Job Details

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Location: Rogers ParkThe Financial Services Representative is responsible for managing and overseeing the financial operations related to Social Security and other client funds for assigned teams and individuals. This role ensures strict compliance with Social Security Administration (SSA) guidelines, trust fund management policies, and applicable regulations. The position acts as a liaison between internal staff and clients to support proper financial planning, fund disbursement, and account monitoring to protect and maximize client resources.

Pay: $24.38 /Hr.Schedule: Monday - Friday 8am - 4:30pmLocation: Rogers ParkThe Financial Services Representative is responsible for managing and overseeing the financial operations related to Social Security and other client funds for assigned teams and individuals. This role ensures strict compliance with Social Security Administration (SSA) guidelines, trust fund management policies, and applicable regulations. The position acts as a liaison between internal staff and clients to support proper financial planning, fund disbursement, and account monitoring to protect and maximize client resources.Responsibilities

• Trust Fund Oversight: Using the RPM payee system software, Monitor and manage client trust accounts, ensuring all deposits, disbursements, and balances are maintained in compliance with internal policies and SSA regulations.
• Policy Compliance: Enforce financial services policies and procedures regarding fund disbursements, client loan requests, petty cash, and client assistance funds. Ensure all transactions have the required approvals and documentation.
• Account Monitoring & Strategy: Regularly review account balances to prevent clients from exceeding SSA resource limits. Collaborate with staff to develop responsible spending strategies and address overages or underutilization. Accurate account reconciliation completions as needed (Daily/Monthly).
• Disbursement Management: Manage and process client fund disbursements for recurring payments such as rent, utilities, and other essential bills. Ensure timely and accurate payment processing.
• Staff Support & Collaboration: Provide guidance to staff on financial procedures, assist with interpreting policies, and serve as a financial subject matter resource. Work with the supervisor to maintain adequate staffing coverage.
• Audit & Compliance Readiness: Participate in internal and external audits to ensure documentation and procedures meet all regulatory requirements.
• Client-Centered Financial Stewardship: Collaborate with team members to help clients use their funds effectively, maximizing benefits while maintaining eligibility for Social Security or other government aid.
• Other Duties: Perform related projects or tasks as assigned to support the financial services function.

Qualifications

• Associate or bachelor's degree in finance, Accounting, Business or Healthcare management, or a related field preferred. Equivalent experience may be considered.
• 2+ years of experience in financial services, cash management, social services, or trust account management preferred.
• Knowledge of Social Security Administration (SSA) guidelines and financial regulatory compliance.
• Strong attention to detail with the ability to manage multiple accounts and ensure accurate reconciliation.
• Excellent communication and collaboration skills; ability to work effectively with diverse teams and individuals.
• Proficiency in Microsoft Office Suite, with emphasis on Excel and financial tracking systems.
• Experience in audit preparation and responding to regulatory reviews is a plus.

Benefits

• FREE Virtual Primary Care, Urgent Care, and Mental Health Counseling for ALL Employees
• PAID Maternity/Paternity leave
• Medical Insurance (BCBS of IL)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Long-Term & Short-Term Disability
• Pet Insurance
• FSA (Health, Dependent Care, Transit)
• Telemedicine
• EAP
• 403(b) Retirement Plan with Employer Match

Seniority level

• Seniority levelEntry level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales
• IndustriesMental Health Care

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