Trust Accountant Assistant - Property Management & Concierge

Kay & Burton is a relationship based, specialist advisory real estate business that markets the finest homes and lifestyle properties in Victoria. We provide these services to local and international individuals, families and businesses.

Our directors are highly experienced negotiators and managers, every one of them “hands on” in Kay & Burton’s day-to-day business and involved in its long-term strategies for innovation and growth.

Every person we employ is an integral part of the Kay & Burton brand, with each person bringing to the table a unique set of skills and a commitment to service and excellence. Numbering more than 150 people across 8 offices, the Kay & Burton team is divided between four operating groups - Sales, Property Management, Projects & Developments, Concierge, Luxury Stays and Operations and is committed to supporting our people through providing a workplace which is envied and respected. 

Our Mission

Achieve outstanding results for our clients by nurturing relationships that last a lifetime. Exceed our clients’ expectations through timely anticipation of their needs and flawless execution of our mandate.

Our Vision

Be recognised for our leadership and innovation and extend our footprint within Australia and beyond.

 Position Summary:

The Trust Accountant Assistant Rental is responsible for managing the rental trust accounting related activities in conjunction with the Trust Accountant. Due to our growing Property Management & Concierge division we now require further assistance with our trust accounting and invoicing in our Concierge team. The Trust Accountant assistant will work with the Trust Accountant to provide the daily management of the rental trust account for the rent roll. In addition, they will be required to assist with invoicing for our Concierge platform utilising Property Me. The Trust Accountant assistant must ensure effective working relationships with his/her colleagues, property management and concierge teams and key stakeholders to provide the highest level of customer service at all times.

You will report directly to the Director of Property Management and, but will also be required to maintain ongoing relationships with other members of the team including:

• Senior Management
• Board of Directors
• Direct Manager
• Team members
• Colleagues
• Key Stakeholders

Responsibilities

• Entering supplier & trade invoices into Pme.
• Receipting of rents, bonds and disbursements
• Processing of payments and fielding enquiries from all stakeholders
• Lodging of rental bonds with RTBA
• Reconciliation of the trust account as required
• Quarterly reconciliation of invoices for the Concierge team
• Liaising with finance team to ensure all concierge invoices are reconciled in zero
• Liaise with the property management & concierge team
• Attend monthly property management & concierge meetings as required
• Keeping accurate records of all transactions
• Enter, update and maintain owners, tenants and creditors in the database
• Enter creditor invoices
• Assist Finance team and property management team with problem solving
• Any other accounts duties as required from time to time
• Manage and prioritise work as required to meet deadlines
• Ensure month end reports are forwarded to appropriate parties
• Support trust accountant to complete EOFY income/expenditure statements
• Work together with your direct manager, colleagues and the property management division to provide efficient and timely management of the property management trust account
• Provide timely and accurate information to relevant parties
• Liaise with admin support where needed to ensure the smooth operation of PM Programme
• Liaise with RTBA in relation to the bond lodgments and processes 

Attributes 

• Communicates with others
• Manages relationships & diversity
• Plans and organises
• Analyses & problem solves

Skills

• Minimum of 3 years’ experience in a property management role in in real estate
• Experience using Property Me highly advantageous
• Experience with trust accounting preferred but not required.
• The ability to work well independently and as part of a small team
• REIV Agents Representative Certificate
• Strong attention to detail
• Excellent verbal and written communication skills