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Financial Records Coordinator

FirstService Residential
FirstService Residential Salary
Irvine, CA Full Time
POSTED ON 4/25/2026
AVAILABLE BEFORE 5/24/2026
Description

Job Overview:

The Financial Records Coordinator interacts with accounting staff/teams, community managers, CPAs and other management companies to compile, provide, or distribute financial documents or reports under a variety of circumstances.

Compensation: $19-21/hr

FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future.

Job Responsibilities

  • Coordinate and track client year-end financial audits
  • Upload monthly financial statements and notify Community Managers
  • Coordinate monthly financial statement prep packets
  • Obtain monthly bank statements
  • Sort and distribute bank statements received via mail
  • Prepare budget templates in the on-line Budget Tool
  • Scan and distribute P-Card statements to the appropriate users
  • Obtain coded Reserve reallocation schedules from Community Managers
  • Coordinate transition of accounting records to new management companies
  • Coordinate record archive for accounting department
  • Tracking status of audit completion and providing detail/communication to CMC
  • Assist with special projects and research as instructed by Controller-Client Accounting.
  • Other duties as assigned.

Skills & Qualifications

  • Basic knowledge of Microsoft Applications, (Outlook, Access, Excel and Word).
  • Good written and verbal communication skills.

Education & Experience

  • High school degree
  • Minimum of 2 years of experience in a support role

Physical Requirements And 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.

  • Must be able to lift 40lbs.
  • Must be able to sit for extended periods of time.
  • Must have finger dexterity for typing/using a keyboard.
  • Must be able to move around the office.
  • Must be able to hear in order to communicate with client base.
  • Occasional overtime may be required.
  • Consistent and regular attendance required.

Tools & Equipment Used

General office equipment

What We Offer

  • Medical, dental, and vision plans (full time and those working 30 hours)
  • Part time 20 hours qualify for dental and vision
  • 401K match
  • Time off including vacation, sick, and company paid holidays
  • Pet insurance available
  • Tuition reimbursement
  • Legal services
  • Free emotional wellbeing and daily life assistance support for all associates
  • Domestic partner coverage
  • Health savings account
  • Flexible spending account

About Us

FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.

Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.

Experience exceptional service with a fulfilling career in property management with FirstService Residential.

To learn more about our company and culture, please visit www.fsresidential.com/california

Disclaimer

The above information in 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.

FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.

Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.

Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.

Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.

Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a “reasonable accommodation,” as defined under applicable disability laws, may make a request through our designated contact channel national_recruiting@fsresidential.com.

Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_recruiting@fsresidential.com; we will respond in accordance with Local Law 144, within 30 days.

Salary : $19 - $21

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