Trust Account Executive (SV)

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. Our team 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 all 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 within the scope of this position, here is a summary of tasks: 
1. Internal Tasks: 
1. Company and Departmental team meetings 
2. Internal email and Slack correspondence
3. Daily task planning 
4. Task-by-task time tracking 
2. Senior Trust Accounting functions: 
1. People 
1. Training team members on new or complex processes
2. Monitor team performance metrics (Budget vs. Actual hours) 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 all assigned client tasks 
3. Lead and participate in ongoing process improvement 
3. Client relationships 
1. Lead and participate in new client onboardings 
2. Create spreadsheet and other ad hoc tools as needed to make Trust accounting processes more efficient 
3. Lead and participate in client meetings to discuss accounting and service related questions
4. Client email correspondence 
5. Management of client relationship, including setting and maintaining expectations 
6. Overseeing issue resolution alongside Trust Department Manager
7. Maintain “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. Report review (owner statements, income statement, balance sheet) 
4. Other crosschecks 
4. Accounting functions
1. Bank reconciliation 
2. Financial diagnostics 
3. Billing 
4. Payment processing 
5. Owner statement processing 
6. Security 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 oversee 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 Microsoft Excel 
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. Proficiency with AppFolio or Rentvine 
3. Culture Fit/Core Values
1. Think Abundantly 
2. Own the Outcome 
3. Be Courageous 
4. Leverage Your Talents 
5. ADEPT Communication 
1. Assess the Need 
2. Detail the Solution 
3. Energize the Conversation 
4. Provide Closure 
5. 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.