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: 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: Ensure timely completion of all assigned client tasks
Ongoing process improvement
Lead and participate in new client onboardings
Create and maintain client communication protocols
Review and ownership of financial statements, including reconciliation and reports
Accounting functions: Bank reconciliation, Financial diagnostics, Billing, Payment processing, Owner statement processing

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 – SV

Key skills