• Internal Tasks: Company and Departmental team meetings, Internal email and Slack correspondence, Skill development reading, Daily task planning, Task-by-task time tracking • Senior Trust Accounting functions: Training the team on new or complex processes, Monitor team performance metrics alongside the Trust Department Manager • Process: Understand new functions, define the process and train the team • Client relationships: Lead new client onboardings, foster client communication protocols, manage client expectations • Financials: Review and ownership of financial statements, Accounting functions including bank reconciliation and payment processing • Administrative Expectations: Own and manage any needed adjustments in process or process improvement, create/implement plans to keep numbers within budget

• Internal Tasks: Company and Departmental team meetings • Internal email and Slack correspondence • Skill development reading • Daily task planning • Task-by-task time tracking • Senior Trust Accounting functions: Training 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 • Process: Ensure timely completion of all assigned client tasks • Ongoing process improvement • Lead and participate in new client onboardings • Create and maintain client communication protocols • Review and ownership of financial statements, including reconciliation and reports • Accounting functions: Bank reconciliation, Financial diagnostics, Billing, Payment processing, Owner statement processing

• Deliver the ProfitCoach Experience through quality assurance reviews, client relationship and account management • Review and ownership of financial statements, including reconciliation review and reports • Management of client relationships, including setting and maintaining expectations • Lead and participate in new client onboardings and client meetings • Create spreadsheet and other ad hoc tools as needed for efficiency • Ensure timely completion of all assigned client tasks • Monitor team performance metrics alongside the Trust Department Manager • Function as “first in line” to understand new functions, define the process and train the team

• 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. • While other responsibilities may be required within the scope of this position, here is a summary of tasks: - Internal Tasks: - Company and Departmental team meetings - Internal email and Slack correspondence - Skill development reading - Daily task planning - Task-by-task time tracking - Senior Trust Accounting functions: - Training 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 - Ensure timely completion of all assigned client tasks - Ongoing process improvement - Lead and participant 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 - Management of client relationship, including setting and maintaining expectations - Overseeing issue resolution alongside Trust Department Manager - Maintaining “ADEPT Communication” with clients: - Assess the need - Detail the solution - Energize the conversation - Provide closure - Tell the truth, always - Review and ownership of financial statements, including: - Reconciliation review - Reports (owner statements, income statement, balance sheet) - Other crosschecks - Other accounting tasks