The objective of this position is to deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting
Company and Departmental team meetings
Internal email and Slack correspondence
Skill development reading
Daily task planning
Task-by-task time tracking
Monitoring team performance metrics alongside the Trust Department Manager
Ongoing process improvement
Lead and participate in new client onboardings
Create spreadsheet and other ad hoc tools as needed to make Trust accounting processes more efficient
Maintain client communication protocols
Review and ownership of financial statements, including reconciliation review and other crosschecks

Ability to manage client relationships and deliver the ProfitCoach experience (owning the outcome, ease of doing business, and extraordinary service)
Ability to oversee the execution of routine and non-routine (clean up, onboarding) services
Advanced problem-solving skills
Ability to write, improve, and train on new Trust accounting processes
Bookkeeping experience with a focus on accuracy, timeliness and efficiency
Excellent verbal and written communication
Proficiency with Microsoft Excel
Ability to define and document new processes
Basic ability to read and analyze financial statements
Ability to quickly learn and master new cloud-based software applications
Expert Proficiency with AppFolio
Proficiency with Rentvine (preferred)

Senior Trust Accounting Executive

Key skills