Do you aim high? Are you genuinely helpful? Are you looking for a place where you can make a difference, receive ongoing support and training, and build a rewarding, long-lasting career? Then you may be a good fit for FirstService Residential, North America's foremost property management firm. We're all about our associates, and as we continue to grow, we're looking for even more quality people who share our dedication to doing what's right, improving residents' quality of life, building great relationships and truly making a difference for their clients, their colleagues and themselves. Is that you? If so, we think you should get to know us.

Job Responsibilities

The Banking & Financial Records Coordinator I is responsible for processing checks through onsite electronic deposit, approve funds transfer transactions on association bank accounts, maintain purchase cards (P-Cards) and bank account records. Back-up and assist with the department as needed.

* Monday through Friday (8am to 5pm) * * Full benefits*

Essential Duties & Responsibilities

The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty.

• Responsible for check deposits to Associations' accounts received from Accounts Receivable
• Responsible for verifying Click Pay reports/errors and posting of daily files
• Responsible for retrieving and scanning monthly statements
• Administer Purchase Cards (PCards) with setup, maintenance, monthly statement downloads and tracking P-Card reconciliation.
• Process online banking transactions including reserve fund transfers, stop payments, ACH, and book transfers and ensure proper backup is retained
• Filing cash receipts and batch reports daily
• Sorting and distributing of mail daily
• Distribute Miscellaneous Checks to GL staff weekly
• Route banking check deposits and ensure they are sent and/or deposited to the appropriate banks and proper backup is retained

• Assist with the distribution and tracking of audit/review proposals, drafts, and letter of representations
• Administer financial records retention, processing, and distribution as necessary
• Serve as a back-up for ACH/Check Positive Pay review and approval
• Timely attendance required for work and meetings
• Research, identify, and analyze discrepancies and recommend clear solutions
• Assist with Special Projects as assigned
• Assist and support other accounting and administrative duties as assigned

Additional Duties & Responsibilities

In accordance to FirstService Residential values:

• Practice and adhere to FirstService Residential Global Service Standards
• Conduct business always with the highest standards of personal, professional, and ethical conduct
• Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need for additional material and supplies
• May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems, and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines
• Ensure all safety precautions are followed while performing the work
• Follow all policies and Standard Operating Procedures as instructed by Management
• Perform any range of special projects, tasks and other related duties as assigned

Education & Experience

• High School Diploma or equivalent certification.
• College degree in accounting preferred
• At least one-year previous experience in Accounting, Accounts Payable, Banking, and/or Bookkeeping preferred.

Knowledge, Skills & Proficiencies

To perform this job successfully, an individual must be able to perform each essential duty

satisfactorily. The requirements listed below are representative of the knowledge, skill and/or

ability required. Reasonable accommodations may be made to enable individuals with

disabilities to perform the essential functions.

• Proficient in speaking, reading and writing English as this position requires interfacing verbally with the public, tenants, peers and supervisors
• Must possess time management and organization skills to effectively prioritize multiple objectives and achieve volume goals
• Ability to prepare written reports and complete log sheets
• Excellent general math skills
• Ability to determine next level involvement for problem resolution
• Must demonstrate good judgment
• Ability to think and work independently as well as part of a team.
• Ability to interact successfully with all levels of management
• Proficient with various Microsoft applications such as Word, Excel, PowerPoint, MS Teams, Outlook, etc.
• Must be able to work well under pressure and deadlines, as well as work independently
• Comfortable working with various web applications and navigating online banking websites

Tools & Equipment Used

None at this time

Physical Requirements / Working Environment

The physical demands described here are representative of those that must be met by an

associate to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions.

The work environment characteristics are normal office conditions.

Must be able to lift 25 lbs.

Must be able to sit for extended periods of time

Must have finger dexterity for typing/using a keyboard or mouse

Must be able to communicate effectively with internal and external customers

Occasional overtime may be required

Consistent and regular attendance required

Travel

None at this time

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.