HOA Account Specialist

Overview

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Note:

This description consolidates the essential functions, requirements and job details related to the HOA Account Specialist position.

• 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
• Monitor Petty Cash disbursements and provide receipts for coding
• 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

• High School Diploma
• 2-5 years related experience; or equivalent combination of education and experience

• 2 weeks of in office training required

• 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

• Adapts to changing work demands
• Stays focused on own work when faced with challenges and/or difficulties
• Stays open to and learns from feedback

• 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

• Entry level

• Full-time

• Other

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