Financial Coordinator

Job Overview:

The Financial Coordinator position is a key position within the Rancho Santa Margarita Landscape and Recreation Corporation, a premier master-planned community often referred to as SAMLARC. The community is guided by a seven-person volunteer Board of Directors, all of whom live in the community. The SAMLARC team of over 20 associates provides the Board and homeowners with high-caliber customer service in several forms. It is dedicated to making SAMLARC one of the most desirable places to live in Orange County and Southern California.

Currently, SAMLARC is seeking a part-time financial coordinator. This position is scheduled for 30 hours weekly and reports directly to the Finance Manager. There is the potential for this position to become full-time in the future.

Compensation: $22-$25 an hour

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:

The job duties listed are typical examples of the work performed by positions in this job classification. In addition to other responsibilities described within the job description for Financial Coordinator, the following specifically apply, with the potential assignment of additional related responsibilities.

A day in the life of the Financial Coordinator is mainly to support the team by providing exceptional customer service in handling inquiries about homeowner assessment accounts with SAMLARC. Examples include, but are not limited to:

• Reviewing homeowner accounting ledgers for missed payments and/or the application of payments that were made and when

• Enforcing or waiving fees as guidelines permit

• Setting up a payment plan for a delinquent homeowner

• Communication of value-added services for homeowners, such as enrollment in automatic payment options, the receipt of e-statements or to sign up on SAMLARC's website

• Communication of necessary information to the applicable support team at FirstService Residential's Corporate Office in Irvine or others on the SAMLARC team

• Required participation in select SAMLARC Community Lifestyle events that may occur on holidays or on weekends to include, but not limited to: Independence Day, Christmas Tree Lighting and the Annual Meeting/Election of Directors

• Managing/Reconciling the petty cash boxes and miscellaneous cash receipts

• Collection and reporting of staff credit card transactions

• Updating foreclosure tracking documents

• Approving payables and receivables

• Prepare checks for deposit and coding to the General Ledger

• Attend Budget and Cash Flow Committee meeting to take minutes (once per month)

• Administrative accounting/finance tasks

Skills & Qualifications:

• Strong customer service skills and background, including active listening

• Team player

• Motivation/Drive to achieve excellence

• Attention to detail

• Clear spoken and written English

• Intermediate proficiency in Microsoft Office Suite (especially Excel, Word, Outlook and Explorer)

• Desire and ability to help people to solve problems, including researching if an answer is not immediately available. Thinking outside the box when necessary

• Addressing and constructively discussing difficult matters and being professionally assertive

• Adeptness at learning routine processes quickly

• Positive, strong work ethic

• Numerically inclined; understanding of basic bookkeeping/accounting

• Basic understanding of accounting/resident management software (Jenark in particular) On the job training will be provided for all accounting and financial software.

Education & Experience:

• Financial industry experience; however, candidates looking to acquire additional experience could potentially be a fit.

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.

• Must be able to lift up to 25 pounds

• Must have finger dexterity for typing/using a keyboard

• Must be able to sit for long periods of time at a desk

• Must be mobile enough to move around the office in normal office conditions

• Must possess dependable transportation, a valid California State Driver's License, as well as minimum mandated level of vehicle insurance.

Tools & Equipment Used:

• General office equipment

What We Offer:

• Medical, dental, and vision plans (full time and part time 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

• Verizon discount

• 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.

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. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.