Senior Trust Accounting Executive

Job Summary

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

Key Responsibilities:

• Lead client onboarding and manage ongoing client relationships
• Oversee and train the team on Trust accounting processes and performance metrics
• Review financial statements and ensure timely completion of accounting tasks

Required Qualifications:

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