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Boost your Financial Performance through Operations Insights!
Senior Trust Accounting Executive
Location
Colombia
Posted
112 days ago
Salary
$17 - $20 / hour
Seniority
Senior
Job Description
Senior Trust Accounting Executive
ProfitCoach
• 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
Job Requirements
- Ability to manage client relationships and deliver the ProfitCoach experience (owning the outcome, ease of doing business, and extraordinary service)
- 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)
Benefits
- Salary
- PTO
- Health stipend
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