HOA Account Specialist- Community Management
Clark Simson Miller
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- Pay
- $20
- an hour
- Location
- Charlotte, NC
- Work style
- Remote only
- Job type
- Full time
- Posted
- Oct 21
- 3 days ago
Career path
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About the company
Clark Simson Miller
Financial services · 11 to 50 employees
What you'll do
- Read Ledgers to follow transactions
- Review financial statements for accuracy and completeness
- Assist with the setup and maintenance of vendor payable accounts
- Assist with the monthly Accounts Payable close and accrual process
- Collect and Monitor W-9 forms and certificate of insurance for vendors
- Process vendor invoices and ensure client invoices are paid
- Process and distribute billing statements for clients
- Monitor accounts receivable and initiate collections when necessary
What you need
- High School Diploma
- 2-5 years related experience; or equivalent combination of education and experience
- Proficient with Google Suite applications including Gmail, Docs and Sheets
- Strong interpersonal, written and verbal communication skills
- Strong decision-making, organizational and problem-solving skills
- Moves, lifts, carries supplies weighing less than 20 pounds without assistance
- 2 weeks of in office training required
Key skills
Google SuiteStrong interpersonalwritten and verbal communicationdecision-makingorganizationalproblem-solvingfundamental accounting theoriescustomer service skillsRead Ledgers
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Job Type
Full-time
Description
Essential Functions
An individual must be able to successfully perform the essential functions of this position with or without a reasonable accommodation.
Proficient with Google Suite applications including Gmail, Docs and Sheets
Communicate effectively in person or by using telecommunications with our clients and fellow co-workers and generally enjoy working with a diverse clientele
Strong interpersonal, written and verbal communication skills required
Ability to multitask and work autonomously within established procedures and practices with limited supervision, set priorities, meet deadlines, work under pressure and adjust to change.
Strong decision-making, organizational and problem-solving skills
Read Ledgers to follow transactions
Filing of accounting documents
Review financial statements for accuracy and completeness
Communicate via phone and email with clients and fellow employees
Apply fundamental accounting theories and concepts to support the Accounts Payable process
Assist with the setup and maintenance of new and existing vendor payable accounts
Assist with the monthly Accounts Payable close and accrual process
Perform other duties as assigned
Understand cash flow process for HOAs
Collect and Monitor W-9 forms and certificate of insurance for all vendors for HOAs
Review all invoices to double check for accuracy and avoid duplicate payments
Process vendor invoices on a daily basis and ensure all client invoices are paid on a monthly basis
Process and distribute billing statements for clients
Monitor accounts receivable for clients and initiate collections when necessary
Identify accounting errors or discrepancies on financial statements
Handle or facilitate all client inquiries and requests
Communicate well with fellow employees and be comfortable working as part of a team
Demonstrate integrity and strong character
Demonstrate the ability to manage time in order to maximize the maintenance of on-going client relationships
Demonstrate excellent customer service skills and generally enjoy working with a diverse clientele
Demonstrate the ability to independently manage workload, priorities, deadlines, work under pressure and adjust to change.
Requirements
Education and Experience:
High School Diploma
2-5 years related experience; or equivalent combination of education and experience
Training:
2 weeks of in office training required
Schedule:
Monday through Thursday 8a-5p, Friday 8a-2p
Hybrid of 3 day in office and 2 days remote after 2 week mandatory in office training period
Adaptability:
Adapts to changing work demands.
Stays focused on own work when faced with challenges and/or difficulties.
Stays open to and learns from feedback.
Physical Activities
The following physical activities are necessary to perform one or more of the essential functions of this position.
Moves, lifts, carries supplies weighing less than 20 pounds without assistance.
Creates documents, reports, etc. using a writing instrument or computer.
Ability to enter and locate information on a computer.
Visually verifies and/or reads information.
Sits for an extended period of time.
Must be physically present in the office as the needs of the business dictates.
Salary Description
$20 per hour