Trust Account Executive (PE)

18 hours, 8 minutes ago
Full-time
Senior
Customer and Technical Support
ProfitCoach

ProfitCoach

ProfitCoach provides predictive best practices to property managers, helping them identify key profit drivers and turn data into powerful insights for growth.

Diversified Financial Services
11-50
Founded 2019

Description

  • Perform quality assurance reviews and review/own financial statements including reconciliations, owner statements, income statements, and balance sheets.
  • Manage client relationships and communications, set and maintain expectations, respond to client emails, and participate in client meetings and onboardings.
  • Lead and participate in new client onboarding and issue resolution alongside the Trust Department Manager.
  • Train team members on new or complex trust accounting processes and serve as the first point of contact to define and document new functions before team rollout.
  • Monitor and report on team performance metrics (budget vs. actual hours) and ensure timely completion of all assigned client tasks.
  • Create spreadsheets and ad hoc tools to improve trust accounting processes and lead ongoing process improvement initiatives.
  • Execute and oversee accounting functions including bank reconciliations, security deposit processing, billing, payment processing, owner statement processing, and financial diagnostics.
  • Maintain ADEPT communication with clients—assess needs, detail solutions, energize conversations, provide closure, and uphold transparency.

Requirements

  • Available to work full-time (40–45 hours/week) remotely with ideal start date immediately.
  • Ability to manage client relationships and deliver the ProfitCoach experience by owning outcomes and ensuring ease of doing business.
  • Bookkeeping and trust accounting experience with a focus on accuracy, timeliness, and efficiency.
  • Advanced problem-solving skills and ability to oversee routine and non-routine services (clean up, onboarding).
  • Ability to write, improve, document, and train on new trust accounting processes.
  • Basic ability to read and analyze financial statements and perform reconciliation review and report review.
  • Proficiency with Microsoft Excel and ability to quickly learn and master new cloud-based software applications.
  • Proficiency with AppFolio or Rentvine (preferred).
  • Excellent verbal and written communication and alignment with company culture/core values (Think Abundantly, Own the Outcome, Be Courageous, ADEPT Communication).

Benefits

  • Hourly compensation $17–$20/hour for a full-time position.
  • Paid time off (PTO).
  • Health stipend.
  • Fully remote work environment.
  • Emphasis on coaching, professional growth, and development within the company.
  • Opportunity to work in a values-driven, growth-oriented team culture.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Finance Operations Specialist

Remofirst 11-50 Professional Services

Finance Operations Specialist at RemoFirst supporting the finance team to manage and optimize global contractor and RemoPlus payment workflows across Latin America to ensure accurate, timely, and scalable payments.

10 hours, 38 minutes ago

Supply Account Associate

Engine.com 1-10 Machinery

Engine is hiring a Supply Account Associate to support Sales Managers by managing operational and administrative execution for hotel supplier accounts, streamlining deal processes, and helping drive account performance across the company’s travel platform.

CRM Looker Salesforce Tableau
10 hours, 38 minutes ago

Account Executive - Collections

BHG Financial 1K-5K Diversified Financial Services

Account Executive (Remote) at CCMR3 responsible for third‑party debt collections to recover outstanding funds for clients while maintaining ethical, empathetic practices and meeting performance targets.

12 hours, 23 minutes ago

Senior Account Director, Patient (DTC)

Princeton10 11-50 Media

Senior Account Director, Patient at P10 leading DTC pharmaceutical marketing within a remote-first client services team to guide omnichannel campaigns that translate clinical value into meaningful patient experiences.

CRM Digital Marketing
12 hours, 38 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers