Trust Accounting Executive (CO)

15 hours, 54 minutes ago
Full-time
Senior
Finance and Accounting
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

  • Deliver the ProfitCoach Experience through quality assurance reviews, client relationship management, and ownership of accurate, timely full-service accounting outcomes.
  • Perform senior trust accounting functions including bank reconciliations, financial diagnostics, billing, payment processing, owner statement processing, security deposit processing, and other accounting tasks.
  • Review and own financial statements: reconciliation review, owner statements, income statement, balance sheet, and perform crosschecks.
  • Lead and participate in new client onboardings and client meetings; manage client email correspondence, set and maintain expectations, and oversee issue resolution with the Trust Department Manager.
  • Train, mentor, and onboard team members on new or complex trust accounting processes and serve as the “first in line” to define new functions and train the team to carry them out.
  • Monitor team performance metrics (budget vs. actual hours) alongside the Trust Department Manager and ensure timely completion of all assigned client tasks.
  • Create spreadsheets and ad hoc tools to increase efficiency and lead ongoing process improvement initiatives.
  • Maintain ADEPT Communication with clients: Assess the need, Detail the solution, Energize the conversation, Provide closure, and always tell the truth.
  • Participate in internal company and departmental meetings, handle internal email/Slack correspondence, perform daily task planning, and track time task-by-task.

Requirements

  • Remote, full-time availability (40–45 hours/week) with an ideal start date immediately.
  • Bookkeeping experience with a focus on accuracy, timeliness, and efficiency.
  • Ability to manage client relationships, set and maintain expectations, and deliver the company’s service experience.
  • Ability to oversee execution of routine and non-routine services (clean ups, onboarding) and to own outcomes.
  • Advanced problem-solving skills and basic ability to read and analyze financial statements.
  • Ability to write, document, improve, and train others on Trust accounting processes.
  • Excellent verbal and written communication skills and proficiency with Microsoft Excel.
  • Ability to quickly learn and master new cloud-based software applications; proficiency with AppFolio or Rentvine is preferred.
  • Alignment with ProfitCoach core values (Think Abundantly, Own the Outcome, Be Courageous, Leverage Your Talents, ADEPT Communication).

Benefits

  • Competitive hourly pay ($17–$20/hour)
  • Full-time remote position (40–45 hours/week)
  • PTO
  • Health stipend
  • Emphasis on coaching, professional growth, and a values-driven company culture
  • Opportunity to work on process improvement and lead training within a growing trust accounting department

Interested in this position?

Apply directly on the company website

Apply Now

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