Trust Accounts Officer
Process rent, prepare disbursements and reconcile trust account records to a strict, audit-ready standard.
Leasing & Sales
Manage listings, applications and sales support.
Property Management
Administer tenancies and portfolio records.
Maintenance
Coordinate repair requests and contractor scheduling.
Trust Accounting
Prepare rent processing and trust account records.
Marketing & Customer Service
Handle tenant/owner communication and portfolio marketing.
Five reasons clients stay past the first hire
One resource, only yours
No shared queue, no rotating cast. Your dedicated resource works exclusively for you and stays.
25 years of Australian market experience
Founder Rohit Sahdev's 25 years in the Australian market, including senior leadership at Telstra, shape how every dedicated team is managed.
You always know what your team is doing
Every dedicated resource works behind Screenshot Monitor — auditable activity and reporting, not a black box.
No more "That's not my job."
Your dedicated outsourced resource adapts to what your business needs, takes ownership and grows their career by stepping up to new challenges.
Capacity without the hiring squeeze
Skilled and reliable operational talent is harder to hire locally right now. A dedicated resource adds capacity without adding to that pressure.
The outcome this role is built for
Cleaner, more timely trust account processing — because disbursements and reconciliations follow a strict, documented standard.
What this role owns day to day
Core responsibilities
- Process rent receipts and owner disbursements
- Reconcile trust account records against source transactions
- Investigate and resolve reconciliation exceptions
- Maintain audit-ready trust accounting documentation
Works inside
Reported on weekly
| Reconciliation accuracy | Records matching source transactions |
| Turnaround time | Time to complete disbursement cycle |
| Exception rate | Discrepancies identified and resolved |
| Audit readiness | Files passing audit review |
Works your hours. Picks up the work.
Australian business hours
Aligned to your primary time zone and holiday calendar for day-to-day coverage.
9am–5pm style coverage, matched to your roster
Extended coverage
Stretch shift start/end times around inspection days and open-home weekends.
Early-start or late-finish shifts, by agreement
Weekend coverage
Dedicated coverage for weekend enquiries and urgent maintenance triage.
Rostered weekend coverage, by agreement
What "no that's not my job" looks like in practice: a trust transaction doesn't reconcile cleanly — it still gets investigated fully instead of being adjusted to balance.
What stays with your authorised staff
Trust payment release and licensed decisions remain with authorised local personnel. This role prepares and reconciles — it doesn't release funds.
The market backdrop for trust accounting hires
Australian wage growth over the year to the March quarter 2026 (3.2% in the private sector), raising the cost of hiring locally.
job vacancies were recorded across Australia in May 2026 — 293,800 of them in the private sector.
of Australian businesses reported rising operating expenses in June 2026 — 65% citing overheads, 40% citing staffing costs.
Statistics checked in July 2026 from the Australian Bureau of Statistics and ServiceNow. See our Challenges We Solve page for full sourcing and context.
The same skillset, wherever a portfolio needs managing
Strip away the property-specific platforms and this role is a recognisable shape: manage a portfolio of cases, keep records current, and communicate proactively.
Doing this in-house with stretched staff, or paying a third party
- Trust processing competes with other priorities
- Reconciliation exceptions build up before audit
- Disbursements slip close to deadline
A dedicated trust accounts officer, outsourced to us
- One resource whose only job is trust account processing
- Reports to your own principal or office manager, not a third party
- Same Screenshot Monitor transparency, direct to you
Accounting & Bookkeeping
Trust and client-money reconciliation is the same discipline as bookkeeping reconciliation.
Xero/MYOBMortgage Broking
Settlement figure preparation shares this role's accuracy-and-deadline discipline.
Settlement platformsFinancial Services & Insurance
Premium reconciliation mirrors trust account reconciliation closely.
Finance systemsProfessional Services & Consulting
Client trust and disbursement accounting follows the same regulated-record discipline.
Practice managementNo guessing what this role worked on. Full sample report on the Real Estate page →
Discovery, role design, and a candidate you interview yourself.
You define outcomes, tools and work hours. We source, screen and put forward candidates you interview and approve. Once live, your resource follows your systems, escalation model and reporting cadence — reviewed together on a schedule you set.
Questions about hiring a dedicated Trust Accounts Officer
Ready to add this role to your team?
Tell us your portfolio size and trust accounting platform — we'll shortlist candidates against your actual task list.