Senior Trust Accounting Executive
Inactive
P
ProfitCoachProperty Management
ColombiaFull-TimeSenior
Salary17 - 20 USD per hour
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Job Details
- Required Skills
- Microsoft Excel
Requirements
- Ability to manage client relationships and deliver the ProfitCoach experience
- Ability to oversee the execution of routine and non-routine (clean up, onboarding) services
- Advanced problem-solving skills
- Ability to write, improve, and train on new Trust accounting processes
- Bookkeeping experience with a focus on accuracy, timeliness and efficiency
- Excellent verbal and written communication
- 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
- Expert Proficiency with AppFolio
- Proficiency with Rentvine (preferred)
Responsibilities
- 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
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