- Train the team on new or complex processes
- Monitor team performance metrics (Direct Labor Efficiency, Staff Utilization, Staff Hours Budget vs. Actual) alongside the Trust Department Manager
- Function as “first in line” to understand new functions, define the process and train the team to carry out the new process
- Ensure timely completion of all assigned client tasks
- Lead and participate in new client onboardings
- Create spreadsheet and other ad hoc tools as needed to make Trust accounting processes more efficient
- Lead and participate in client meetings to discuss accounting and service related questions
- Create and maintain client communication protocols
- Review and ownership of financial statements, including reconciliation review, reports, and other crosschecks
- Perform bank reconciliation, financial diagnostics, billing, payment processing, owner statement processing, and security deposit processing
Microsoft Excel