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Transactions Assistant
2 weeks ago
SUMMARY
The Transactions Assistant will work with our Resident Services team assisting on both HOA needs as well as accounts services collections tasks. This shared resource (Account services and HOA) will ensure daily transactions are being logged, corrected (if needed), and assist in keeping our team caught up. This role requires impeccable attention to detail, speed in learning new tools, and a knowledge of accounting will be helpful.
RESPONSIBILITIES:
ACCOUNT SERVICES TEAM NEEDS:Ensuring invoices are balancedAdding credits for leasing concessionsResponding to invoice requests for credits and billingEnsuring invoices are balancedAssist in managing the email inbox regarding invoicing adjustmentsAIRTABLE & DS MANAGE (Internal tools Picket uses)Adding new move-ins to Airtable on a daily basisAdding new portfolios to AirtableRecording payments in AirtableEnsuring correct invoices are due in DS Manage
HOA TEAM NEEDS:Assist in managing HOA email inbox and catching up on pending backlog of emails Identify junk versus non-junk communicationArchiving “junk” messagesTaking necessary action on non-junk emailsSetup autopay on HOA accountsConfirm accounts are current and in good standing.Halt autopay on accounts with credit balances and set reminders for reestablishing autopay once credit has been exhaustedCommunicate with accounts payable department where autopay is not an option and ensure checks are sent insteadExecute manual paymentsLog payments and/or upload payment receipts and communicate location of payment records with accounts payable team
QUALIFICATIONS:
Billing experience preferredExperience with property management a plusSuperb accuracy and attention to detailExperience working within a Customer Relationship Management Systems (CRM)Graduate of any course related to BS Accounting or Business ManagementMinimum two years of professional experience in the same fieldWilling to work Hybrid in 1Nito Cebu Night Shift Schedule-
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Cebu, Philippines Diversify Offshore Staffing Solutions Full timeSUMMARYThe Transactions Assistant will work with our Resident Services team assisting on both HOA needs as well as accounts services collections tasks. This shared resource (Account services and HOA) will ensure daily transactions are being logged, corrected (if needed), and assist in keeping our team caught up. This role requires impeccable attention to...
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