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 alongside the Trust Department Manager
Process: Understand new functions, define the process and train the team
Client relationships: Lead new client onboardings, foster client communication protocols, manage client expectations
Financials: Review and ownership of financial statements, Accounting functions including bank reconciliation and payment processing
Administrative Expectations: Own and manage any needed adjustments in process or process improvement, create/implement plans to keep numbers within budget

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 – PE

Key skills