Deliver the ProfitCoach Experience through quality assurance reviews, client relationship and account management
Review and ownership of financial statements, including reconciliation review and reports
Management of client relationships, including setting and maintaining expectations
Lead and participate in new client onboardings and client meetings
Create spreadsheet and other ad hoc tools as needed for efficiency
Ensure timely completion of all assigned client tasks
Monitor team performance metrics alongside the Trust Department Manager
Function as “first in line” to understand new functions, define the process and train the team

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 – NI

Key skills