Senior Trust Accounting Executive

Job Summary

A company is looking for a Senior Trust Accounting Executive to manage client relationships and oversee trust accounting functions.

Key Responsibilities

• Manage client onboarding and maintain client communication protocols
• Oversee trust accounting processes, ensuring timely completion of tasks and ongoing process improvements
• Review financial statements and perform various accounting functions, including bank reconciliation and payment processing

Required Qualifications

• Bookkeeping experience with a focus on accuracy and efficiency
• Proficiency in Microsoft Excel and experience with AppFolio
• Ability to define and document new processes
• Basic understanding of financial statement analysis
• Experience in managing client relationships and delivering high-quality service