Trust Accounting Specialist
We are seeking a highly skilled Trust Accounting Specialist to join our team. As a key member of our operations team, you will play a pivotal role in managing client onboarding and maintaining exceptional service delivery for our trust accounting offering.
Key Responsibilities:
* Client Management - Trust Accounting (70%–95% depending on season)
* Oversee the onboarding of new clients, ensuring a smooth and structured transition onto the service.
* Partner with the Client Success Manager to ensure a seamless handover from the sales process.
* Understand each client's business model and expectations, clarifying roles and responsibilities.
* Manage scope expectations and encourage clients to complete onboarding tasks within set timeframes.
* Perform trust accounting tasks during onboarding as needed.
* Coordinate the handover of ongoing trust accounting tasks to the Manila-based team.
* Liaise with Team Leaders to ensure service levels remain high post-onboarding.
* Work closely with the Assistant Manager – Training to allocate appropriate resourcing.
* Carry out general accounting and administrative tasks as required.
Variable Outgoings Management (0%–25% depending on season)
* Manage the client timetable for Variable Outgoings (VO), ensuring clients are informed of their responsibilities and deadlines.
* Assign VO reconciliations to the Manila team and monitor delivery and quality.
* Provide training and support to the VO reconciliation team.
* Maintain strong client communication throughout the reconciliation process.
Innovation & Continuous Improvement (5%)
* Identify and implement process improvements that enhance efficiency, communication, and client satisfaction.
* Contribute to enhancements in training and development across both the Perth and Manila teams.
* Review and improve service templates, SLAs, and client engagement practices.
About You
To thrive in this role, you will bring:
* Proven experience in bookkeeping and/or accounting, ideally within Commercial Real Estate.
* Strong client relationship management skills and a passion for exceptional service delivery.
* Experience working with offshore teams, with a collaborative and adaptable approach.
* Strong communication and interpersonal skills.
* A proactive, solutions-focused mindset with high energy and enthusiasm.
* Exceptional time management and organisational skills.
* Confidence navigating new challenges and managing complex client expectations.