Trust Account Executive

3 hours, 58 minutes ago
Full-time
Senior
Operations
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

  • Lead and participate in new client onboardings and client meetings.
  • Review financial statements, including reconciliations, owner statements, income statements, and balance sheets.
  • Perform bank reconciliations, billing, payment processing, owner statement processing, and security deposit processing.
  • Serve as the first point of contact for new functions, define processes, and train the team on new procedures.
  • Monitor team performance metrics, including budget versus actual hours, with the Trust Department Manager.
  • Ensure timely completion of assigned client tasks and support ongoing process improvements.
  • Manage client relationships, including communication, expectation-setting, and issue resolution.
  • Create spreadsheet and other ad hoc tools to improve Trust accounting processes.
  • Train team members on new or complex processes.
  • Maintain accurate internal communication and task planning through email, Slack, and time tracking.

Requirements

  • Experience managing client relationships and delivering high-touch client service.
  • Ability to oversee routine and non-routine services, including clean-up work and client onboarding.
  • Advanced problem-solving skills.
  • Experience writing, improving, and training others on Trust accounting processes.
  • Bookkeeping experience with a focus on accuracy, timeliness, and efficiency.
  • Excellent verbal and written communication skills.
  • 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.
  • Proficiency with AppFolio or Rentvine.
  • Remote full-time availability with 40-45 hours per week.
  • Immediate start preferred.
  • Honest, coachable, invested, and growth-minded approach aligned with the company’s core values.

Benefits

  • Remote work environment.
  • Full-time position.
  • Compensation of $65,000 to $75,000 depending on experience.
  • PTO.
  • Health stipend.

Interested in this position?

Apply directly on the company website

Apply Now

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