Support Analyst Trust Accounting & Financials Support
Employment Info
JOB DETAILS
Requirements
- Strong knowledge of trust accounting principles, workflows, and compliance requirements
- Experience with CRM and/or trust accounting systems
- Solid understanding of financial processes, including receipting, disbursement, and reconciliation
- Familiarity with commission structures and fee calculations
- Experience with accounting software (e.g. Xero) and integrations
Responsibilities
- Provide expert support across core trust accounting processes, including: Receipting of funds; Disbursement of payments; End-of-month reconciliations; Commission structures, sliding fee scales, and financial calculations; Advertising and marketing payment schedules; Payments via third-party “Pay Later” providers (e.g. Rello, Realty Assist); Integration with accounting software (e.g. Xero); Ensure compliance with all relevant trust accounting regulations and standards; Support clients in resolving financial discrepancies and maintaining data integrity; Guide users on correct use of Vault CRM financial workflows and processes; Identify gaps or inefficiencies in processes and recommend improvements
- Manage day-to-day client interactions, ensuring a high standard of responsiveness and service; Take ownership of complex issues, driving them through to resolution with clear, proactive communication; Troubleshoot system and technical issues, collaborating with product and engineering teams where required; Maintain detailed and accurate records of all client interactions within the ticketing system; Identify recurring issues or trends and contribute to continuous improvement, knowledge base updates, and process optimisation
Desired Qualifications
- Experience mentoring or supporting team members (desirable)
- Real estate industry experience (highly desirable)
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
#DesignFintech #GlobalDesigners
#FintechInnovation #CreativeJobs
#DesignHub
#Tech Meets Design
#DesignerNetwork
#Myausjob
Related Jobs
Your Next Career Move Starts Here