HOA Account Specialist at CLARK SIMSON MILLER

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Dec, 25

Salary

0.0

Posted On

25 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Google Suite, Communication, Interpersonal Skills, Multitasking, Decision Making, Organizational Skills, Problem Solving, Accounting, Accounts Payable, Customer Service, Time Management, Integrity, Adaptability, Financial Review, Vendor Management, Invoice Processing

Industry

Financial Services

Description

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 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 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.

Responsibilities

The HOA Account Specialist is responsible for managing accounts payable processes, including reviewing financial statements, processing vendor invoices, and monitoring accounts receivable. The role requires effective communication with clients and team members while ensuring accuracy in financial transactions.