Account Manager- Trust Accounting

About Rex RealTrust

Rex RealTrust is part of the Rex, Cirrus 8 and RealTrust Group, delivering trusted property accounting and property management solutions to agencies across Australia.

We provide high-quality, reliable trust accounting services that allow our clients to focus on growing their business while we take care of the numbers. Our reputation is built on consistency, accuracy and a strong client-first mindset.

About the Role

As an Account Manager at Rex RealTrust, you will own the end-to-end lifecycle of your client portfolio, from onboarding through to long-term relationship management and service optimisation.

Reporting to the Operations Manager, you will work closely with Team Leads, Trust Accountants and Property Management Assistants to ensure clients receive a consistent, high-quality service. You will act as the voice of the customer internally, proactively identifying risks, training needs and opportunities for improvement, while ensuring your client group operates at peak productivity.

This is a hands-on, commercially minded role suited to someone who thrives on building strong client relationships, providing operational oversight and driving continuous improvement.

What You’ll Be Responsible For

Client Onboarding

• Lead the onboarding of new clients, ensuring a smooth transition into Rex RealTrust systems and processes
• Understand existing client workflows and align them with Rex RealTrust best practice
• Partner with Trust Accountants and Property Management Assistants during the first two to four weeks (depending on complexity) to establish strong foundations

Client Relationship Management

• Act as the primary relationship manager for assigned clients
• Schedule regular client check-ins (weekly during onboarding, transitioning to monthly once embedded)
• Conduct client visits where appropriate to strengthen partnerships
• Monitor service satisfaction and gather client feedback
• Develop and deliver quarterly business review meetings

Team Collaboration & Oversight

• Partner with Team Leads to ensure Trust Accountants are meeting client expectations
• Provide structured feedback to Team Leads and support quality assurance escalations
• Work with the Training Manager to identify capability gaps and training needs
• Deliver occasional group training sessions to uplift capability across teams
• Manage workload and portfolio allocation across Team Leads, Trust Accountants and Property Management Assistants to ensure balanced and efficient resourcing
• Facilitate regular team segment meetings to track performance and workforce effectiveness

Feedback, Reporting & Continuous Improvement

• Act as the central feedback link between clients, operations and leadership
• Escalate recurring issues and risks in a timely and considered way
• Provide regular reporting on client health, risks and opportunities
• Ensure client satisfaction feedback and insights drive tangible service improvements

What Success Looks Like

• Strong, long-term client relationships
• High levels of client retention and satisfaction
• Onboarding delivered within agreed service timeframes
• Efficient, productive teams with balanced workloads
• Clear escalation pathways and proactive issue resolution
• Ongoing improvements in service quality and team capability

What We’re Looking For

• Proven experience in trust accounting or the commercial property industry (highly regarded)
• Strong client relationship and stakeholder management skills
• A confident communicator, comfortable leading client conversations and internal training
• Ability to balance client needs with operational realities
• A proactive, solutions-focused mindset
• Strong organisational skills and commercial awareness

Why Join Rex RealTrust?

• Be part of a growing, trusted group supporting property agencies across Australia
• Play a key role in shaping client experience and driving operational excellence
• Work closely with engaged leaders and collaborative, supportive teams
• Enjoy a competitive salary plus an incentive program that rewards performance and contribution
• Make a meaningful impact for clients, your team and the wider business