Transition Coordinator

Transition Coordinator - Urgently Hiring!!!

St Petersburg, FL

Description

Company Overview:

Esplanade Equity is a dynamic and growing organization seeking a Transition Coordinator to support our new client accounts. This role is ideal for an energetic candidate who can collaborate effectively with the Executive Vice President of Sales, the Director of Transition, internal staff, and new clients.

Position Summary:

The Transition Coordinator will lead and execute property launches, develop new business initiatives as directed by the Executive Vice President of Sales and Retention, and implement management strategies that align with the company's goals and core values.

General Responsibilities:

Office Tasks:

- Maintain inventory of business cards, name badges, and portfolios for managers, and inform the relevant personnel when an association should be billed.

- Order vendor holiday baskets and mail holiday cards for various vendors and clients.

- Track marketing items inventory, including property signage.

Transition Tasks:

- Enter owner names, phone numbers, and email addresses into Cinc Accounting for new accounts.

- Create directories in Cinc WebAxis for homeowners and tenants.

- Set up document folders in Cinc WebAxis and upload governing documents, information sheets, association photos, tax returns, financial statements, contracts, and all other pertinent records onto SharePoint and Cinc WebAxis for new accounts.

- Add board members and committees into Cinc WebAxis for new accounts.

- Craft a new account welcome broadcast message on Cinc WebAxis.

- Update current insurance declaration pages and policies in Cinc WebAxis, Homewise, and SharePoint.

- Upload governing documents, FAQ sheets, insurance, and other documents into Homewise.

- Post FAQs to SharePoint and Homewise.

- Register new associations' Federal ID numbers in Cinc Accounting.

- Upload associations' W9 forms into SharePoint and Homewise.

- Notify banks of mailing address changes for new accounts and update mailing addresses for recurring vendors, including utilities.

- Coordinate the transfer of archived boxes for new accounts to storage.

Sales & Retention Tasks:

- Participate in launch meetings and attend CAI functions, coordinating as necessary.

- Generate content and materials as needed.

Requirements

Skills and Abilities:

- Excellent written and verbal communication skills.

- Ability to write professional internal and external emails.

- Strong multitasking and time management skills, with the ability to prioritize tasks efficiently and accurately.

- Problem recognition and solving abilities.

- Strong initiative and self-management skills.

- Critical thinking and the ability to make independent decisions based on sound judgment.

- Proficient in Microsoft Office applications, with a focus on Excel skills, including:

- Utilizing formulas across multiple worksheets.

- Creating visual graphs to display data effectively.

Qualifications:

- Excellent computer and grammar skills are essential (proficiency in Word, Excel, PowerPoint, and social media platforms).

- An LCAM license is preferable but not required.

- Occasional local travel and event attendance may be required.

Physical Requirements:

• Ability to sit or stand for extended periods while performing office tasks.
• Ability to lift and carry up to 25 pounds for tasks such as transporting materials or setting up for events.
• Capability to perform repetitive tasks, including typing and using office equipment.
• Occasional local travel may require the ability to navigate various environments and handle transportation logistics.

Equal Opportunity Employment:

We are an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds, perspectives, and talents of all employees, creating an environment where everyone feels valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, veteran status, disability status, or any other characteristic protected by applicable laws and regulations. We comply with all federal, state, and local laws governing nondiscrimination in employment.

In addition, we offer competitive salaries commensurate with experience, a comprehensive benefits package including health, dental, and retirement options, professional development opportunities, and a collaborative work environment.