Financial Onboarding Specialist

Rentvine • Estero, FL

49d

About The Position

In this role as Financial Onboarding Specialist play an integral role in the customer’s onboarding process to ensure their financial balances are migrated correctly. You will also become an expert in trust accounting within the Rentvine software to assist customers and coworkers with solutions for accounting-based questions.

Requirements

• 1 -3 years of experience in Accounting/Finance
• Intermediate to advanced technical skills in Excel
• Highly detailed oriented and organized with proven accuracy

Nice To Haves

• Experience in Trust Accounting or Property Management is preferred

Responsibilities

• work alongside the onboarding specialists to create a successful and positive onboarding experience for our customers
• assisting customers with gathering their ledger balances within their trust bank accounts as of their predetermined cutoff date
• analyzing financial reports from the customer’s current property management software to build the financial balance forward workbook
• point out mismatches between customers’ bank accounts to make best practice suggestions on how to handle this within the Rentvine software
• assist customers with bank reconciliations, recording journal entries and bank transfers, recording and releasing security deposits, escrow mismatches, and other common trust accounting procedures

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees