Got a Sharp Eye for Details and a Mind for Technology? Your Next Career Move Starts Here—Join Us as a Client Support Coordinator.
Accounting Bookeeping Data Entry Data Management Financial Reports General Ledgers Invoices @5 Star VA posted 1 week ago ShortlistJob Detail
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Career Level Officer
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Experience 2 Years
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Gender Female
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Industry Finance
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Qualifications Associate
Job Description
About the Role:
The Client Support Coordinator supports accurate and efficient client and association account administration. This role reviews owner information for Associa entry, processes ownership changes resulting from management changes, and reviews account ledgers, financial records, and association utility invoices for the community.
Attention to detail is vital in this position. The ideal candidate is tech-savvy, comfortable working with detailed financial and ownership information, and willing to ask clarifying questions whenever information is unclear. The ability to learn new industry-specific software and work independently while maintaining accuracy is essential.
Key Responsibilities
- Review owner information and format data accurately for entry into Associa
- Review and process ownership changes resulting from management changes
- Verify ownership information for completeness and accuracy
- Review account ledgers and identify discrepancies or items requiring clarification
- Review financial records related to association accounts
- Review association utility invoices for the community
- Research account and ownership information as needed to resolve discrepancies
- Ask appropriate clarifying questions when information is incomplete or unclear
- Maintain accurate records and documentation throughout the review and processing cycle
- Spend approximately 0–25% of each shift handling phone-based communication
Qualifications & Skills
Important Skills:
- Exceptional attention to detail
- Strong data review and accuracy skills
- Ability to interpret and review account ledgers and financial records
- Ability to review association utility invoices
- Strong organizational and time management skills
- Effective research and problem-solving abilities
- Strong written and verbal communication skills
- Ability to recognize when information is unclear and ask appropriate clarifying questions
- Strong computer and technology skills
- Ability to learn new industry-specific software quickly
- Ability to manage detailed information while maintaining accuracy
Ideal Personality & Mindset:
- Extremely detail-oriented and thorough
- Curious and comfortable asking clarifying questions
- Analytical and solutions-focused
- Self-sufficient and dependable
- Proactive about identifying discrepancies
- Organized and methodical
- Patient when reviewing complex information
- Accountable for accurate work
- Adaptable and willing to learn new systems
- Service-minded and collaborative
Tools & Technologies
- Associa
- Dual monitors are required
- Industry-specific software and systems
- Ability to quickly learn new industry-specific software
Skills requirements:
- Excellent English verbal and written communication
- Strategic thinker
- Writing and documentation skills
- Must be able to prioritize work
- Courteous and friendly
- Organized and has great attention to detail and quality assurance
- Ability to build trust
- Ability to work independently and manage multiple priorities
- Phone communication skills
- Other skills as required
Software requirement:
- Licensed OS
Hardware requirements:
- 5 MBPS or higher Internet (hardwired / not WIFI). If you don’t have 5 MBPS then you must agree to if selected.
- Private and quiet dedicated home office area
- Modern computer and operating system
- Back-ups in case of power or Telco interruptions
- Good headset and webcam (Preferably noise-canceling headset)
Work Schedule & Environment
- Monday through Friday
- 8:00 AM – 5:00 PM CST
- Includes a one-hour lunch break
- Remote work environment
- Primarily administrative, account review, and financial record support with limited phone communication
Compensation
- $5/hour.
- All raises and bonuses are at the discretion of the client.