Senior Trust Accounting Executive - Remote

Overview

The Senior Trust Accounting Executive will deliver the ProfitCoach Experience by managing client accounts, ensuring quality assurance in accounting services, and facilitating effective communication with clients.

In Short

• Assume ownership of designated client accounts within 90 days
• Receive training for new client onboardings
• Manage client calls and relationships
• Perform bank reconciliation and trust accounting tasks
• Act as a resource for complex Trust accounting questions
• Coordinate with team members as needed
• Conduct a process audit after 90 days
• Train team members on new Trust accounting software

Requirements

• Experience in Trust accounting
• Strong communication skills
• Ability to manage client relationships
• Detail-oriented with a focus on quality assurance
• Experience with accounting software
• Team player with a growth mindset

Benefits

• Fully remote work environment
• Professional growth opportunities
• Supportive team culture
• Opportunity to work with a leading property management company