What are the responsibilities and job description for the accounting clerk coordinator position at SUN LAKES HOA 2?
Position Summary
The Accounting Clerk supports daily financial operations and administrative functions. The ideal candidate will have experience in accounting support roles, proficiency in Excel, and strong attention to detail. Knowledge of Jonas software and previous HOA experience are preferred but not required.
Essential Duties & Responsibilities
- Count and reconcile daily cash.
- Process change requests as needed.
- Balance and transfer all credit card activity.
- Prepare and complete daily bank deposits.
- Answer inbound calls and assist members, staff, and vendors professionally.
- Prepare, send, and track demand letters.
- Perform accurate data entry for financial and HOA-related records.
- Update and maintain the pending sales list.
- Process property disclosure requests and track property transfers.
- Maintain and organize the Vacation Watch folder and related documentation.
- Assist with additional administrative or accounting projects as needed.
- Complete other tasks as assigned by the employee's Manager and/or General Manager that may not be specifically listed in this job description.
Qualifications
- Prior accounting clerk, bookkeeping, or similar administrative finance experience required.
- Proficiency in Microsoft Excel (sorting, formulas, data entry).
- Experience with Jonas software preferred but not required.
- HOA experience preferred but not required.
- Strong organizational skills and accuracy in work.
- Ability to handle confidential information with discretion.
- Excellent communication and customer service skills.
- Ability to work independently and manage multiple tasks.
Physical Requirements
- Ability to sit for extended periods and work at a computer.
- Ability to lift up to 20 lbs (e.g., files, deposit bags).
Monday - Friday 7 am - 4 pm