Senior Trust Accounting Executive (PE)

Ideal Start Date: ImmediatelyLocation: RemoteHours of Work: 40-45 hours/weekCompensation: $17-$20/hour Status: Full-time positionAfter applying, please keep an eye on your email (including spam/junk folders), as some of our messages may land there.WHO WE AREProfitCoach 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. Our team thrives in a completely remote work environment through high productivity and an emphasis on coaching and professional growth.WHO WE’RE LOOKING FORWe 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 all in for the next steps of company growth!Mission of the RoleThe 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. RequirementsKey Responsibilities: 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 correspondenceSkill development reading Daily task planning Task-by-task time tracking Senior Trust Accounting functions: People Training the team on new or complex processesMonitor team performance metrics (Direct Labor Efficiency, Staff Utilization, Staff Hours Budget vs. Actual) alongside the Trust Department ManagerProcess 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 Ongoing process improvement Client relationships 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 questionsClient email correspondence Create and maintain client communication protocols We have some communication cadences that need to be formalized, such as: ProfitCoach Retreat communications Holiday Hour reminders PTO heads up Start of service on-boarding protocol Management of client relationship, including setting and maintaining expectations Overseeing issue resolution alongside Trust Department ManagerMaintaining “ADEPT Communication” with clients: Assess the need Detail the solution Energize the conversation Provide closure Tell the truth, always Financials Review and ownership of financial statements, including: Reconciliation review Reports (owner statements, income statement, balance sheet) Other crosschecks Accounting functionsBank reconciliation Financial diagnostics Billing Payment processing Owner statement processing Security Deposit processing Other accounting tasks 2. Skills & Experience required: 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) Role Functions and Client Support ScopeOversight of Functions: Inbox management Owner statements Owner Distributions Entering correcting entries Posting Late fees (to include eviction notices) Meeting client deadlines Servicing client nuances Approval of Functions: Online payables (eChecks, BillPay Checks) Direct ACH payments Audit packages Weekly Update emails Ownership of Functions: Client and team communication Team training and delegation Liaison with Corporate department as needed 1099s and EOY reports High-level accounting requests Crosschecks to include: Bank transfers Negative balances Journal entries Corporate property activity Diagnostics Inbox review for PC Experience Specific items as required per clientAdministrative Expectations: Watch for training & delegation opportunities Own and manage any needed adjustments in process or process improvement Own any new ad hoc reporting requests Regularly review client numbers and create/implement plans to keep numbers within budget Prepare and lead department-wide trainings as requested Research and test new software updates Coordinate client clean up projects Coordinate new client on-boarding processes Culture Fit/Core ValuesThink Abundantly Own the Outcome Be Courageous Leverage Your Talents ADEPT Communication Assess the Need Detail the Solution Energize the Conversation Provide Closure Tell the Truth, AlwaysBenefitsSalaryPTOHealth stipendIf 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.

Apply Now