Senior Trust Accounting Executive

Role Overview

• Internal Tasks: Company and Departmental team meetings
• Internal email and Slack correspondence
• Skill development reading
• Daily task planning
• Task-by-task time tracking
• Senior Trust Accounting functions: People, Training the team on new or complex processes, Monitor team performance metrics (Direct Labor Efficiency, Staff Utilization, Staff Hours Budget vs. Actual) alongside the Trust Department Manager.
• Process: Function as “first in line” to understand new functions, define the process and train the team to carry out the new process . Ensure timely completion of all assigned client tasks.Ongoing process improvement.
• Client relationships: Lead and participate in new client onboardings, Create spreadsheet and other ad hoc tools as needed to make Trust accounting processes more efficient, Lead and participate in client meetings to discuss accounting and service related questions, Client email correspondence, Create and maintain client communication protocols.
• We have some communication cadences that need to be formalized, such as: ProfitCoach Retreat communications, Holiday Hour reminders, PTO heads up, Start of service onboarding protocol.
• Management of client relationship, including setting and maintaining expectations, Overseeing issue resolution alongside Trust Department Manager, Maintaining 'ADEPT Communication' with clients: Assess the need, Detail the solution, Energize the conversation, Provide closure, Tell the truth, always.
• Financials: Review and ownership of financial statements, including: Reconciliation review, Reports (owner statements, income statement, balance sheet), Other crosschecks.
• Accounting functions: Bank reconciliation, Financial diagnostics, Billing, Payment processing, Owner statement processing, Security Deposit processing, Other accounting tasks.

Requirements

• 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).

Tech Stack

• Cloud

Benefits

• Salary
• PTO
• Health stipend