Financial Onboarding Specialist

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: TYPE OF WORK

Full Time

: SALARY

$10/hour

: HOURS PER WEEK

40

: DATE UPDATED

Sep 3, 2025

JOB OVERVIEW

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

SKILL REQUIREMENT

Property Management Accounting Google Sheets

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Financial Onboarding Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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