Job Title: Commercial Trust Account Manager
As a commercial trust account manager, you will be responsible for the onboarding of new clients and ensuring a smooth transition onto our service. Your focus will be on understanding client property management requirements first, as well as completing the initial trust accounting setup.
You will work closely with our outsourced teams in the Philippines, ensuring they are trained, supported, and ready to deliver a high level of ongoing customer service. This role is hands-on, requiring you to take ownership of the onboarding process, learn client processes, and make sure our outsourced model is understood and embraced.
You'll also look for opportunities to streamline procedures and add value to clients at every stage. Experience in commercial real estate and with Cirrus8 software will be highly advantageous.
Key Responsibilities:
* Onboard new clients and ensure a smooth transition onto our service
* Understand client property management requirements and complete the initial trust accounting setup
* Work closely with outsourced teams in the Philippines to deliver high-quality customer service
* Identify opportunities to streamline procedures and add value to clients
Required Skills and Qualifications:
1. A sound knowledge and experience with bookkeeping and/or accounting
2. Experience within real estate in a trust accounting role
3. Leadership skills or ambitions to start leading an outsourced team
4. A natural disposition for collaboration and working as part of a close-knit team
5. Client/Account management experience
6. Excellent communication and interpersonal skills
7. A passion for high levels of client service delivery
8. A flexible approach, able to operate effectively with uncertainty and change
9. A high level of drive, self-motivation, enthusiasm and a