Support Analyst – Trust Accounting, Financials Support

MRI Software

Support Analyst providing guidance on trust accounting workflows and client support at MRI Software. Collaborating within the Vault CRM Support team to deliver exceptional client experiences.

Posted 7/16/2026full-timeMelbourne • 🇦🇺 AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in trust accounting processes, compliance regulations, and financial workflows while providing exceptional client support and maintaining data integrity. Proficient in troubleshooting technical issues and guiding users in CRM financial systems.

Highest-signal resume keywords

Trust Accounting PrinciplesCRM Systems ExperienceFinancial Processes UnderstandingCustomer Support ExperienceAccounting Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust AccountingFinancial ReconciliationDisbursement ProcessesReceipting ProcessesFee CalculationsXero Accounting SoftwareData Integrity ManagementComplex Query ManagementCompliance StandardsWorkflow Optimization

Soft Skills

Proactive CommunicationClient Interaction ManagementProblem-SolvingTeam Mentoring

Tools & Technologies

Vault CRMTicketing System

Industry Keywords

Trust Accounting RegulationsFinancial DiscrepanciesClient Support EnvironmentReal Estate Software

Tech Stack

Tools & technologies

Vault

About the role

Key responsibilities & impact

Provide expert support across core trust accounting processes, including receipts of funds, disbursement of payments, end-of-month reconciliations, etc.
Ensure compliance with all relevant trust accounting regulations and standards
Support clients in resolving financial discrepancies and maintaining data integrity
Guide users on correct use of Vault CRM financial workflows and processes
Manage day-to-day client interactions, ensuring a high standard of responsiveness and service
Take ownership of complex issues, driving them through to resolution with clear, proactive communication
Troubleshoot system and technical issues, collaborating with product and engineering teams where required
Maintain detailed and accurate records of all client interactions within the ticketing system

Requirements

What you’ll need

Strong knowledge of trust accounting principles, workflows, and compliance requirements
Experience with CRM and/or trust accounting systems
Solid understanding of financial processes, including receipting, disbursement, and reconciliation
Familiarity with commission structures and fee calculations
Experience with accounting software (e.g. Xero) and integrations
Proven experience in a customer support environment (ideally within CRM or real estate software; 3–5 years preferred)
Ability to manage complex queries and support high-value or enterprise clients
Experience mentoring or supporting team members (desirable)

Benefits

Comp & perks

Flexible working arrangements
Annual performance-related bonus
6x Flexi Fridays: knock 2.5 hours off your day on a Friday
Me Days: an additional 3 days of leave each year to qualifying employees
Engaging, fun & inclusive culture: check out the MRI Software APAC Insta feed and stories!