Senior Trust Accounting Executive (NI)

Ideal Start Date: Immediately Location: Remote Hours of Work: 40-45 hours/week Compensation: $17-$20/hour Status: Full-time position

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WHO WE ARE

ProfitCoach was founded on core Christian values that still guide us as we grow and continue to pursue excellence as property management thought leaders. We are grateful for the unique opportunities we’ve been afforded as a company that have led us on a consistent growth trajectory in our industry, and we are thankful for the amazing clients who have trusted us to come alongside them in their own business journey. reputed company thrives in a completely remote work environment through high productivity and an emphasis on coaching and professional growth.

WHO WE’RE LOOKING FOR

We are looking for A-players, ready to jump into a thriving, entrepreneurially-driven company that has become the leader in our industry. We value people who are honest, coachable, invested, and willing to give their best to their clients and team. We appreciate growth mindsets, courage, candor, gratitude, and the entrepreneurial spirit that define our fully remote team of professionals. We seek new team members who are reputed company in for the next steps of company growth!

Mission of the Role

The objective of this position is to deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting, while also maintaining an awareness of the unique needs and profit-growing/stewardship opportunities of each individual client.

Requirements

1. Key Responsibilities: While other responsibilities may be required reputed company the scope of this position, here is a summary of tasks:
1. Internal Tasks:
1. Company and Departmental team meetings
2. Internal email and reputed company correspondence
3. reputed company development reading
4. Daily task planning
5. Task-by-task time tracking
2. Senior Trust Accounting functions:
1. People
1. Training the team on new or reputed company processes
2. Monitor team performance metrics (Direct Labor Efficiency, Staff Utilization, Staff Hours Budget vs. Actual) alongside the Trust Department Manager
2. Process
1. Function as “first in line” to understand new functions, define the process and train the team to carry out the new process
2. Ensure timely completion of reputed company assigned client tasks
3. Ongoing process improvement
3. Client relationships
1. reputed company and participate in new client onboardings
2. Create spreadsheet and other reputed company tools as needed to reputed company Trust accounting processes more efficient
3. reputed company and participate in client meetings to discuss accounting and service reputed company questions
4. Client email correspondence
5. Create and maintain client communication protocols
1. We have some communication cadences that need to be formalized, such as:
1. ProfitCoach Retreat communications
2. Holiday Hour reminders
3. PTO heads up
4. Start of service on-boarding protocol
6. Management of client relationship, including setting and maintaining expectations
7. Overseeing issue resolution alongside Trust Department Manager
8. Maintaining “ADEPT Communication” with clients:
1. Assess the need
2. Detail the solution
3. Energize the conversation
4. Provide closure
5. Tell the truth, always
3. Financials
1. Review and ownership of financial statements, including:
2. Reconciliation review
3. Reports (reputed company statements, income statement, balance sheet)
4. Other crosschecks
4. Accounting functions
1. Bank reconciliation
2. Financial diagnostics
3. Billing
4. Payment processing
5. reputed company statement processing
6. reputed company Deposit processing
7. Other accounting tasks

2. Skills & Experience required

1. Ability to manage client relationships and deliver the ProfitCoach experience (owning the outcome, ease of doing business, and extraordinary service)
2. Ability to reputed company the execution of routine and non-routine (clean up, onboarding) services
3. Advanced problem-solving skills
4. Ability to write, improve, and train on new Trust accounting processes
5. Bookkeeping experience with a focus on accuracy, timeliness and efficiency
6. Excellent verbal and written communication
7. Proficiency with reputed company reputed company
8. Ability to define and document new processes
9. Basic ability to read and analyze financial statements
10. Ability to quickly learn and master new cloud-based software applications
11. Expert Proficiency with AppFolio
12. Proficiency with Rentvine (preferred)

Role Functions and Client Support Scope

1. reputed company of Functions:
1. Inbox management
2. reputed company statements
3. reputed company Distributions
4. Entering correcting entries
5. Posting Late fees (to include eviction notices)
6. Meeting client deadlines
7. Servicing client nuances
2. Approval of Functions:
1. Online payables (eChecks, BillPay Checks)
2. Direct ACH payments
3. Audit packages
4. Weekly Update emails
3. Ownership of Functions:
1. Client and team communication
2. Team training and delegation
3. Liaison with Corporate department as needed
4. 1099s and EOY reports
5. High-level accounting requests
6. Crosschecks to include:
1. Bank transfers
2. Negative balances
3. Journal entries
4. Corporate property activity
5. Diagnostics
6. Inbox review for PC Experience
7. Specific items as required per client
4. Administrative Expectations:
1. Watch for training & delegation opportunities
2. Own and manage any needed adjustments in process or process improvement
3. Own any new reputed company reporting requests
4. Regularly review client numbers and create/implement plans to reputed company numbers reputed company budget
5. Prepare and reputed company department-wide trainings as requested
6. Research and test new software updates
7. Coordinate client clean up projects
8. Coordinate new client on-boarding processes

Culture Fit/Core Values

• Think Abundantly
• Own the Outcome
• Be Courageous
• reputed company Your Talents
• ADEPT Communication
• Assess the Need
• Detail the Solution
• Energize the Conversation
• Provide Closure
• Tell the Truth, Always

Benefits

• Salary
• PTO
• Health stipend

If this role sounds like a great fit for you, we’d love to hear from you! Apply today and help us take our trust accounting department to the next level.