Trust Account and General Accounts Manager

17 hours ago

Geelong West, Victoria, Australia Jellis Craig Geelong Pty Ltd Full time $80,000 - $120,000 per year

We are seeking a Trust Account and General Accounts Manager to oversee the daily operations of the Sales, Property Management, Payroll and Office accounts.   This is a hands-on role that requires strong financial and administrative expertise. You will be responsible for ensuring everything runs smoothly, while working closely with our Directors.

Here at Jellis Craig Geelong, we are a leading real estate agency, with a reputation for innovation, integrity, and exceptional customer service.  We pride ourselves on delivering seamless property transactions, and this position plays a vital role in ensuring the financial operations behind the scenes, are just as seamless and professional as the service we deliver to our clients.

Reporting to our Directors, you will be responsible for the accurate management of our trust accounts and financial compliance processes across sales, property management, payroll and our general accounts for both offices.

Key responsibilities

  • Oversee and ensure that the daily trust account transactions balance on a daily basis and comply with legislative and agency requirements

  • Oversee that daily, mid-month, and end-of-month reconciliations are accurate and on schedule

  • Preview owner payments, ensuring all landlord and vendor payments are paid on-time and as required
  • Prepare and maintain financial statements, ledgers, and reporting documentation
  • Handle settlements, bonds, and vendor payments in line with industry regulations
  • Liaise with property managers, sales consultants, and external auditors as required
  • Manage all payroll duties for both the sales and property management office
  • Assist in audit preparation and respond to audit queries efficiently
  • Identify and implement process improvements to streamline workflows and strengthen financial controls
  • Maintain up-to-date knowledge of relevant trust accounting legislation and software
  • Oversee daily office operations and administration
  • Review and facilitate all general accounts and payments

About you

You are an organised, detail-oriented professional who thrives on accuracy and compliance. You take pride in maintaining financial integrity and are confident communicating with both internal staff and external clients and stakeholders.

To be successful in this role, you will have;

  • Previous experience in trust accounting within the real estate industry (essential)
  • Strong understanding of Victorian trust accounting legislation and compliance standards
  • Proficiency in property management, sales and accounting software (e.g. PropertyMe, Box & Dice, Xero or similar)
  • Excellent attention to detail and time management skills
  • Strong communication and problem-solving abilities
  • A proactive and team-oriented approach to work

Requirements

  • Experience supporting both sales and property management trust accounts

  • Payroll experience

  • General financial and accounts experience

Why join Jellis Craig

  • A supportive work environment with approachable leadership
  • Opportunities for professional development and ongoing training

If you are ready to bring your accounting expertise to a respected and growing real estate agency, we would love to hear from you.

Please forward your covering letter and Resume to

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