Momentum is currently hiring a Client Trust Specialist. The Client Trust Specialist oversees trust accounts for individuals supported by Momentum, ensuring accurate management, reconciliation, and protection of client funds. This role ensures compliance with federal, state, and organizational fiduciary policies, supports financial transparency, and collaborates closely with Finance, Program teams, and regulatory agencies. Occasional travel may be required for internal audits and on-site support. **

** Benefits Include:

• Medical/Dental/Vision Insurance
• Life Assistance Program
• Flexible Spending Account (FSA)
• Paid Holidays
• Paid Vacation/Sick/Bereavement Leave
• Credit Union Benefits and Discounts
• Retirement Plan (403B)
• Employer-Sponsored Life Insurance ****

** Client Trust Specialist Essential Responsibilities:**

• Maintains and monitors trust account bank ledgers for individuals supported by Momentum, ensuring accurate tracking of deposits and withdrawals.
• Ensures timely and accurate data entry into financial systems, including documentation of deposits, disbursements, and receipts.
• Conducts monthly audits of trust accounts in collaboration with the Finance Team, including on-site support as needed.
• Safeguards resident funds through compliance with fiduciary regulations and organizational policies, ensuring proper receipts, approvals, and preventing negative balances.
• Provides monthly financial statements to authorized representatives and respond to regulatory documentation requests.
• Supports individuals who need assistance with money management and help ensure they understand their financial rights and choices.
• Assists with the implementation and support of trust account management software across all program locations.
• Maintains strict confidentiality and resident privacy in all financial matters.

Client Trust Specialist Qualifications:

• High school diploma and Associates or Bachelor’s degree in Accounting, Finance, Business Administration or related field; required
• Minimum two (2) years’ experience in fiduciary account management, bookkeeping or financial administration
• Must be 18 years of age or older
• Valid and current proof of legal right to drive in California
• Successfully pass all post offer, pre-employment screening requirements, including criminal background check and provide proof of eligibility to work in the United States
• Ability to run, push, pull, bend, squat, kneel, and lift up to twenty-five (50) pounds

With 40 programs and service sites spanning several counties, Momentum is the largest nonprofit provider of direct support for individuals with developmental and intellectual disabilities in Southern California.

Momentum is an equal opportunity employer and is required to comply with equal opportunity legislation in each jurisdiction in which it operates. Momentum also considers qualified applicants with criminal histories for employment pursuant to California Law and, if applicable, the L.A. Fair Chance Ordinance.