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Trust Account Executive (SV)

17 hours, 55 minutes ago
El Salvador
Full-time
Senior
Accountant
Customer and Technical Support
Apply Now
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
View All Jobs 7

Description

  • Perform senior trust accounting and quality assurance reviews, including bank reconciliations, financial diagnostics, and review of owner statements, income statements, and balance sheets.
  • Manage client relationships: onboard new clients, lead client meetings, handle client email correspondence, set and maintain expectations, and oversee issue resolution.
  • Train, mentor, and coach team members on new or complex trust accounting processes and serve as first-in-line to define and document new functions.
  • Oversee execution of routine and non-routine accounting services (cleanups, onboarding) and ensure timely completion of all assigned client tasks.
  • Monitor team performance metrics (budget vs. actual hours) with the Trust Department Manager and participate in ongoing process improvement initiatives.
  • Create spreadsheets and ad hoc tools to improve trust accounting process efficiency and lead/process documentation efforts.
  • Track daily tasks and time, participate in company and departmental meetings, and maintain internal communication via email and Slack.

Requirements

  • Immediate availability and ability to work full-time remote (40–45 hours/week).
  • Bookkeeping or trust accounting experience with a focus on accuracy, timeliness, and efficiency.
  • Ability to manage client relationships and deliver high-quality client service (own the outcome and ease of doing business).
  • Advanced problem-solving skills and basic ability to read and analyze financial statements.
  • Ability to write, define, document, and train others on new trust accounting processes.
  • Excellent verbal and written communication skills and adherence to company communication standards (ADEPT Communication).
  • Proficiency with Microsoft Excel and ability to quickly learn and master new cloud-based software applications.
  • Proficiency with AppFolio or Rentvine (preferred).

Benefits

  • Hourly compensation $17–$20/hour (full-time).
  • Paid time off (PTO).
  • Health stipend.
  • Fully remote work environment with emphasis on coaching and professional growth.

Interested in this position?

Apply directly on the company website

Apply Now

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